Uploading Banktivity

Robert Sayre's Avatar

Robert Sayre

Oct 26, 2022 @ 10:56 PM

I have been using Banktivity software for several years, but I'm unhappy with their support (I haven't been able to download Visa transactions with US Bank since July 20th). I'm thinking of switching to Moneydance. Can my Banktivity files for the past year be uploaded?

  1. 1 Posted by dwg on Oct 27, 2022 @ 12:51 AM

    dwg's Avatar

    I'm a fellow user.

    Banktivity files are proprietary so it is necessary to use Banktivity to extract the data to a more universal format, in this case QIF. The following instructions have been extracted from Banktivity documentation:

    Banktivity allows you to export your data to a QIF file. You can use the following procedure:

        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.

    Moneydance can import QIF files basic instructions are in the Knowledge Base:

    https://infinitekind.tenderapp.com/kb/importing-data-from-other-programs

  2. System closed this discussion on Jan 26, 2023 @ 01:00 AM.

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