Every printed balance on the statement is checked against the transactions before you download, so a row where the balance stops adding up is named before you import. Every row still goes into the .qif, so check any named row against the statement after importing. Dates are written MM/DD/YYYY, as Quicken and GnuCash expect. The statement never leaves your device.
How it works
- Drop the statement PDF — QIF is already chosen
- Read the balance check
- Download the .qif file and import it into Quicken or GnuCash
Questions people ask
Which programs import QIF?
Quicken, GnuCash, Moneydance, Banktivity and many others. Import it into the account the statement belongs to.
What goes into each QIF entry?
The date, the amount (money out negative) and the description as the payee. Categories are left for you to assign in the program.
Is the statement uploaded?
No. It is read, checked and converted in your browser tab.
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