Screen References - Import Transactions from OFX or QFX

Import Transactions
This dialog allows new transactions to be imported from either an OFX or QFX data file. To access this dialog, either select Import from OFX or QFX from the File menu, or click the Retrieve button on the toolbar to retrieve this file directly from your bank.

New transactions for import
This is a list of new transactions to be imported. Each transaction may be individually excluded from the import by unchecking the transaction in the far left column.

Balance after import
The projected account balance after importing the selected transactions is displayed under the lower right of the import list.

Existing uncleared transactions
This is a list of transactions currently on record with MoneyLine. If a transaction in this list has the same date and amount as a transaction in the import list, the transaction will be automatically unchecked for exclusion from the import to avoid duplicate transaction entries.