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File Imports - What is supported

BankTree Personal Finance supports a variety of file import formats these include support for Microsoft Money and Quicken OFX and QIF file formats. Support for native CSV (comma separated value) ASCII or binary format is also included. Support is limited to one account per file, for multiple accounts you will need to import multiple files, each with a single account.

For QIF Files: bank transactions, cash transactions, credit card transactions, investment transactions, other liability transactions, and other asset transactions can be imported.

For OFX Files: bank transactions, cash transactions, credit card transactions can be imported.

QDF or Quicken backup files are not supported.