Importing CSV or delimited files

Comma- or tab-delimited files are not as structured or as full-features as OFX or QIF files. If you financial institution offers the latter formats, use them instead.

Click Import or drag the bank export file to the MoneyWell icon in the Dock. You will be presented with an import panel. MoneyWell will guide you through the process.

First, look at the Review Data table on the right of the panel. If you see only one column, you might need to change the Delimiter setting to a different value than "Comma."

Once you have the right delimiter setting, then look at the first row of the Review Data table, Does it have labels in it like Date, Payee, Amount, etc.? If so, check the option labelled "First row is a header."

Next, look at the Assign Fields table and make sure you pick Transaction Fields to capture data in that file. The most critical fields are Date, Payee and Amount. You can also have MoneyWell assign the Bucket, Type, Memo, Check Ref., or a Unique ID. If your delimited file has only one amount field with both positive and negative values, use the "Amount" field. In that case, make sure the "Amount (Debit/-)" and "Amount (Credit/+)" fields are not assigned to any column.

If your file contains two amount columns, one for credits and the other for debits, use the "Amount (Debit/-)" and "Amount (Credit/+)" fields instead. Avoid using the "Type" field choice unless the amounts are all positive and you need the type to assign a sign to the amount. Make sure the "Amount" field is not assigned to a column.

After assigning Transaction Fields to the columns, check to make sure that no Transaction Field is assigned to more than one column.

Lastly, make sure that the Date Format and Number Format settings are correct. MoneyWell will show you an example date and amount from the document so you can confirm the formatting is correct. Once everything is correct, click Import to begin the process.

Once the import is complete, these new transactions will appear in the Last Import smart filter. You can also use Edit > Undo to undo an import.