Using Banktivity 5.x, not interested in upgrading to v7.x

David PR Bailin's Avatar

David PR Bailin

31 Oct, 2020 11:45 PM

Their reporting is still useless. Gave up on Quicken long time ago. Can you import from Banktivity?

  1. 1 Posted by dwg on 01 Nov, 2020 12:07 AM

    dwg's Avatar

    I'm a fellow user.

    You need to use Banktivity to export the raw transactions into QIF files. There is no standard format for finance applications so vendors typically use their own proprietary format. I do have some notes on exporting from Banktivity, I do not know how accurate they are so take them with a grain of salt:

        1. Choose File → Export To → Quicken Format (QIF).
        2. Enter the starting and ending date for the data you want to export. All transactions that fall within the range you specify will be included in the QIF file. By default, the starting and ending dates are set to include all transactions in the document.
        3. Click “Continue” to proceed.
        4. On the next screen, check off the accounts you want to include in the QIF file.
        5. Once you have chosen which accounts to include, click “Continue” to proceed.
        6. Banktivity will prompt you to enter a name for the QIF file and to choose the location where it should be saved. As you cannot import payees and notes,you should check the box next to “Protect sensitive information.“ so that these items are excluded.
        7. Click “Export” to complete the export process.
    Note that if you choose accounts that use different currencies, Banktivity cannot export them into the same file. Instead, Banktivity will create multiple QIF files, one for each currency.

    You will find information on Importing QIF files into Moneydance in the knowledge base see:

    https://infinitekind.tenderapp.com/kb/importing-data-from-other-programs/importing-data-in-qif-format-2

  2. 2 Posted by David Bailin on 01 Nov, 2020 12:31 AM

    David Bailin's Avatar

    Thanks very much. Will let you know my experience when I do it.

    David PR Bailin
    10 Washington Valley Road
    Morristown, NJ 07960-3412
    973 267 4283
    201 787 3542
    [email blocked]
    [email blocked]

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