Import Bank and Credit Card Statements

You can record expenses from any where using expenseRegister's web application or mobiles apps. But recording each and every entry manually is not for everyone; some of us like to import a bunch of expenses (and income) and use these for tracking and planning purposes. Here is a quick tutorial on how you can import your Bank and Credit Card statements into expenseRegister.

Most banks and credit cards let you download your transactions as a qif file. You can import these qif files into your expenseRegister account.

Let's look at the steps to import a qif file.

Step 1

Login to your bank or credit card account, pick a date range for your transactions and list them. Typically, I pick a week's worth of transactions. You should see options to download your records into a .csv file, .qif file or .qfx file. Pick the .qif file and download your records.

Step 2

Next, login to your expenseRegister account, go to the Expenses page and click the Import button shown below.

Step 3

Click the file picker button to browse to and pick the qif file. Click the Import button.

Step 4

The entries in the file are imported and the imported expenses are listed.

If there were any income entries in the qif file, they'd get imported too and you'll see them in Income. The qif import is quick and it's an easy way to keep expenseRegister in sync with your bank and credit card accounts.