Importing QIF, CSV, TDF, OFX, QFX files

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Importing QIF, CSV, TDF, OFX, QFX files

December 1, 2017 Support 0

Before importing data, it is good practice to backup your data safely!

To import QIF, CSV, TDF, OFX, QFX files, follow this procedure:

  1. Tap on the “File Transfers” button (bottom left on the main screen)
  2. Choose “Wi-Fi Transfers”
  3. Choose “Import from desktop”
  4. On your desktop, you have to open your browser (under the same Wi-Fi network), insert the address displayed including the port number (e.g.: http://xxx.xxx.xxx.xxx:yyyy), and a username and password will be requested. As username you can type whatever you like, as a password you need to input the pin security code of PocketMoney (if you have setup one).
  5. Upload the file
  6. The App will close and restart with the new data imported

If the procedure does not work please consider that:

  • You have to have both your desktop and mobile under the same Wi-Fi network (it won’t work using cellular connection)
  • You have to disable any software firewall you have on your computer