Importing files from Bank Tree
Importing files from Bank Tree - I have 15 years of data to transfer as I've changed from Windows to Apple iMac.
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1 Posted by Ben Spencer on 08 Jun, 2016 03:16 PM
Are you having a specific problem with the transfer that you need help with or are you simply asking if it is possible to transfer from Bank Tree?
Ben Spencer
Infinite Kind Support
2 Posted by Michael Chapman on 08 Jun, 2016 03:51 PM
I think we've sussed it. It looks like Bank Tree will export files in OFX
format.
3 Posted by Ben Spencer on 08 Jun, 2016 04:30 PM
I am not familiar with Bank Tree's export formats but QFX is somewhat limited as it does snot contain category information. Does Bank Tree export to QIF? If so that would be the best option.
Ben Spencer
Infinite Kind Support
4 Posted by Michael Chapman on 08 Jun, 2016 05:14 PM
Yes, it does do QIF export so we'll use that. Many thanks Ben.
System closed this discussion on 02 Oct, 2016 02:37 AM.