Last week we extended InEx Finance import capabilities by adding 2 more supported format types: QIF and MT940 (SWIFT). Moreover users can now upload CSV files with historical data from the web-service Buxfer.com. These additional import options allow you to quickly add your transaction history to InEx Finance online money management software and get a complete picture of all your personal finances.

InEx Finance users have 2 more possibilities to import their bank statements in the following formats: QIF (Quicken Interchange Format) and MT940 SWIFT (Society for Worldwide Interbank Financial Telecommunication). Downloading the transactions from your online banking system and bulk importing them into InEx Finance can save you a great deal of time by avoiding manual input. Prior to the import process, you may configure how the system should read your bank statements in order to import all the data correctly. You can set a default resource and category to be assigned to the imported transactions and additionally create a set of Import Rules for more specific data processing. This may come in handy, especially since banking institutions rarely include categorization in the exported bank statements. Before completing the import process, the system checks the imported transactions against duplicates and flags them accordingly if spotted.

The amount of reference data provided in QIF and MT940 (SWIFT) files may differ from bank to bank, therefore we kindly ask you to contact us in case you face any troubles while importing your bank statements.


Published at August 07, 2012 12:43
Updated at August 07, 2012 12:43

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