InEx Finance offers a wide range of easy-to-use tools to help automate the personal finance management process and minimize the efforts required to keep track of daily expenses and household budgets. Although the software does not synchronize with banks and financial institutions in order to automatically upload customers' financial data, it supports an extensive set of import capabilities enabling users to quickly upload prior transactions history or bank statements, thus reducing the manual input to minimum. While it's true that manual entry helps you keep more in touch with your financial situation and proactively take control of your personal finances, the automatic import is really a time-saving tool, especially when it comes to bulk records.

InEx Finance online money management software supports automatic data import from the following sources:


1. Banks and Credit Card Companies

1.1. OFX import: if your financial institution supports export in OFX format, you can download your statements (for bank accounts or credit/debit cards) and then easily upload the files into InEx Finance system. You don't have to worry about statements with overlapping date ranges, since the system checks for any duplicate transactions that overlap with previously imported records and flags them.

1.2. CSV import: InEx Finance supports import of CSV files downloaded from your bank or credit card company. Before finalizing the import operation, the system verifies the uploaded data against any duplicate entries and flags them. Currently users can import CSV files from the following financial institutions:

  • ING Netherlands – CSV file type "ING.nl"

  • Nationwide United Kingdom – CSV file type "Nationwide.co.uk"

  • First Direct United Kingdom – CSV file type "First Direct (UK)"

  • MBNA United Kingdom – CSV file type "MBNA Credit Card (UK)"

  • Citi Bank Russia – CSV file type "Citi Bank (RU)"

  • VTB24 Russia – CSV file type "VTB24 (RU)"

  • Russian Standard Bank – CSV file type "Russian Standard Bank (RU)"

  • Your Bank – you can submit your bank's CSV file type to be added to InEx Finance

1.3. MT940 SWIFT: if your banking institution provides statements in MT940 SWIFT (Society for Worldwide Interbank Financial Telecommunication) format, then you can bulk import such files into InEx Finance software via MT940 import option. Prior to finalizing import operation, the system verifies if there are any duplicate entries (using the same principles as for CSV import).


2. Other Personal Finance Management and Budgeting Systems

2.1. QIF import: although QIF (Quicken Interchange Format) was eventually replaced by OFX technology which is now the industry standard for transaction downloads, some banks still support QIF export of statements. Moreover users of Quicken 2004 and earlier versions can also easily import their historical data to InEx Finance system via QIF import option.

2.2. CSV import: InEx Finance supports CSV data import from external financial programs (online and offline) for personal money management, expense tracking and budgeting. Before finalizing the import operation, the system verifies the uploaded data against any duplicate entries and flags them. Currently users can import CSV files from the following financial programs:

  • InEx Finance - CSV file type "InExFinance.com"

  • Buxfer - CSV file type "Buxfer.com"

  • Easy Finance - CSV file type "EasyFinance.ru"

  • Zen Money - CSV file type "ZenMoney.ru"

  • Home Finance - CSV file type "Home.Finance.ua"

  • Home Money - CSV file type "HomeMoney.ua"

  • DrebeDengi - CSV file type "DrebeDengi.ru"

  • Cash Organizer - CSV file type "Inesoft Cash Organizer"

  • Your Financial Program - you can submit your program's CSV file type to be added to InEx Finance


3. Online Payment Systems

3.1. Yandex.Money: InEx Finance synchronizes with the e-commerce payment system Yandex.Money. This feature allows users to automatically import financial transactions from their Yandex.Money accounts, thus avoiding manual input of these operations into InEx Finance system. Synchronization is run once a day, however users may start the data synchronization process whenever they wish.


4. Other Import Sources

4.1. Bank Email Import: if you receive separate email notifications from your financial institution about each transaction executed through your account, then you may enable automatic forwarding of these notifications to InEx Finance for further data processing and import of such transactions into your InEx Finance account. Users may create their own set of import rules to be applied by the system while executing the Email import operation (such as default category or resource to be assigned to an imported transaction). Currently users can import email bank notifications from the following financial institutions:

  • First Ukrainian International Bank

  • ProCredit Bank Ukraine

  • VTB24 Russia

  • Your Bank - you can submit your bank's email notifications to be added to InEx Finance

4.2. InEx Email Import: if you are more comfortable with sending email messages to report your daily transactions, then InEx Email import option will come in handy. You can send multiple transactions in a single email report, provided they are structured according to a preset format and correctly delimited. Such email reports will be processed by the system and the data will be automatically imported into your InEx Finance account.


As we continue to extend the functionality and capabilities of InEx Finance online money manager, new import features will be added to simplify bulk entry of financial data with minimal user implication.


Updated at March 02, 2013 13:11