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Hold down the Command key (⌘) and click on an account as well as this smart bucket to filter it to just that account. MoneyWell tracks the most recent imported transactions for each account and tags them so you can select the "Last Import" smart filter and review them.
MONEYWELL REVIEWS SOFTWARE
Microsoft Money - Even though this software isn't sold anymore, the OFX format may be given this title.Quicken Web Connect QFX - This is another form of OFX, which typically has a QFX extension.
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Sometimes it's hard to tell the format by the way a financial institutions list them. The next best is QIF and then delimited is the final option. If your bank gives you a choice of download formats, you should use OFX/QFX if you can. Adjust any settings that are displayed and click Continue to finish the import.Drag and drop the downloaded file to the MoneyWell icon in the Dock or use File > Import to select the file.Select the account you want to import to in MoneyWell.Open your financial institution's website in your browser and follow the instructions for downloading transactions.Why enter all your transactions by hand if you can import them from your financial institution? Even if your bank doesn't support direct connect banking, odds are good that it still will allow you to download in one of the formats MoneyWell can read.