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Importing data from BankTree

paul moxey's Avatar

paul moxey

Dec 11, 2015 @ 05:39 PM

I would like to import a few years transactions from a program called BankTree. The data file is a .dat file. BamkTree also allows export of individual accounts, eg a bank account, to .csv files. .xls, .ofx and .quf.

How should I best import the data please?

  1. Support Staff 1 Posted by Jenny on Dec 11, 2015 @ 05:48 PM

    Jenny's Avatar

    Hi Paul,

    Of the formats you have listed, OFX is the best one to use - this file type should import cleanly into Moneydance.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on Dec 11, 2015 @ 05:48 PM.

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