Yes, Money Pro supports the import of OFX and CSV files. Below you will find the ways to upload the file into the app.
You can use the default iOS Files app to find Money Pro. On this iPhone/iPad > Money Pro. The file in the folder will be available for import. Tap the Import icon in the Balance tab, choose an account to import the information into, and select the file you want to import.
- Use iTunes to upload the files to iPhone and iPad:
- Connect your device to the computer using the USB cable provided.
- Click the device icon.
- Click File Sharing.
- Find Money Pro in the apps.
- Click Add and select the OFX/CSV file.
Follow this link to insert the file into the app. The apps are on the Files view.
- Open the file with Money Pro
- Go to Balance tab > Import
- Choose an account
- Select a file that you want to import
During import, you will be offered to assign categories to transactions. Tap/click the question mark icon next to the transaction and choose the right category. From now on, Money Pro will assign categories based on your choice.
When importing a CSV file you have to specify the type of information for each column individually, if the app hasn’t determined it automatically.
Start by assigning the data type to each column: “Category", “Amount", “Amount received", “Date", “Account", “Account (to)", “Description", “Agent", “Currency", “Check #", “Class", “Time". Use the button “Next" in the upper right corner to go to the next column.
The transaction type (Income/Expense) will be defined automatically based on the positive or negative value of a transaction. Positive amounts will be identified as Income transactions while negative - as Expenses.
Money Pro allows to import “Money Transfer" transactions, therefore the app has “Account" and “Account (to)", “Amount" and “Amount received" data types.
- Account: the account you are transferring money from.
- Account (to): the account you are transferring money to.
- Amount: the amount you transfer from the first account.
- Amount received: the amount received by the account you are transferring money to.
In case you select “Account" and “Account (to)", a transaction type will be automatically defined as “Money Transfer".
Please, keep in mind that it is not obligatory to assign value for each column, tap/click “Ignore column" to skip the column you don’t want to import.
If necessary, the app will ask whether the accounts and categories in the file match the ones in the app. For example, if the CSV file has a category named "Food", you can match it to an existing category "Groceries", or create a new one.
Please note, that the app automatically creates a backup file before importing a CSV file. This will allow you to go back to your original data if you decide to start the import over with different parameters.
Attached you may find a sample OFX file. If you are getting a file parse error, please ensure you have the same file structure.