Import wizard

You can import transactions to Personal Finances from CSV (comma separated values) or txt files with any separator type (tab, comma, etc). This frequently used file types can be created by most software.

To import data follow this simple steps:

• Press Browse button and open file with data.
• Choose suitable separator type. You can see result in preview table below.
• Select each column and set it type at the Columns tab. If column is unneeded set it type to "none".
• Choose Account and Transactions type at the Accounts tab. If you choose "Auto", transaction type will be selected automatically by Sum field: if sum is positive - it is income transaction, otherwise - expense transaction (be sure that Sum field is selected to import at the Columns tab).
• You can specify additional options at the Advanced tab.
• Press "Import" button to start import.