![]() ![]() If you are getting a file parse error, please ensure you have the same file structure. This will allow you to go back to your original data if you decide to start the import over with different parameters.Īttached you may find a sample OFX file. Please note, that the app automatically creates a backup file before importing a CSV file. Transferring your WhatsApp data between Android and iOS with Mobitrix is. 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. When theyre in the correct order, select Transfer to initiate the transfer process. ![]() If necessary, the app will ask whether the accounts and categories in the file match the ones in the app. 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. Sync is available for OS X, Windows, Linux, iOS, Android, all major NAS devices. In case you select “Account" and “Account (to)", a transaction type will be automatically defined as “Money Transfer". Sending files is a Pro feature, and any user can receive files. Amount received: the amount received by the account you are transferring money to. Amount: the amount you transfer from the first account. Account (to): the account you are transferring money to. Account: the account you are transferring money from. Money Pro allows to import “Money Transfer" transactions, therefore the app has “Account" and “Account (to)", “Amount" and “Amount received" data types. ![]() Positive amounts will be identified as Income transactions while negative - as Expenses. The transaction type (Income/Expense) will be defined automatically based on the positive or negative value of a transaction. Use the button “Next" in the upper right corner to go to the next column. Start by assigning the data type to each column: “Category", “Amount", “Amount received", “Date", “Account", “Account (to)", “Description", “Agent", “Currency", “Check #", “Class", “Time". 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. From now on, Money Pro will assign categories based on your choice. Tap/click the question mark icon next to the transaction and choose the right category. The apps are on the Files view.ĭuring import, you will be offered to assign categories to transactions. Follow this link to insert the file into the app. ![]()
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