Yes, if you go to the My Transactions page, you should see an "Import" button at the top of the page. This will allow you to choose a format to import such as QIF, CSV, OFX, etc. As far as keeping your personal accounts in a separate BudgetTracker account, we will be adding in the ability to transfer from a main account to a sub account but for now this is not supported so you'll either need to keep all accounts under one BT account or manage the transfers by switching between the main account and sub-account until the transfer feature is available. We'll try to get this out in February.
01/26/2012 21:16:34
Steevie73
User
Import from Quickbooks Online?
Does BT support Excel importing such as exporting all my current items out of QBO into a properley formatted Excel template then importing into BT?? I'd hate to think of the daunting data entry task of getting all my info for this past year into BT. Also, what is your recommendation for separating personal finance from business finance. The one thing I see myself running into is the need to have my bank accounts linked to both personal and business finance since my accounts are all housed under the same financial institution, I do a lot of transferring of funds within my accounts and would need to be able to do the same here if both budgets were separated as in a main account and a sub account. Please advise. Thanks!
