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

You can import QIF, CSV, TDF, OFX, QFX files using a desktop (as mentioned here) and you can use the same procedure using an iPad instead of the desktop.

There is however another way to import those files using your iPad only, which is especially useful when you download those files directly from your bank:

  1. Download the transaction file through the browser into your iPad “File” app (therefore you can save it either in iCloud drive or one of the many supported cloud providers)
  2. Open PocketMoney and activate the wi-fi transfer to import files
  3. With PocketMoney open, open (app floating on display) Safari and connect to the ip address provided by PocketMoney
  4. Upload the downloaded file into PocketMoney