Importing data from your Internet banking account
- Click the gear icon in the Account Editor and choose New WebBank.
- Enter the WebBank name and the URL of your bank's Web site.
- Your bank's Web site will appear in the Workspace. Follow the usual routine to access your bank account online. You will be asked to enter your username and password.
- Once you are in your online bank account, save the account statement in one of the available formats. After downloading the data file, you will be asked if you want to import the downloaded file into Money.
- You will be able to use the WebBank you have created on a regular basis, as it will stay in the Manage Bar.
Transactions are downloaded using QIF, OFX, QFX, and CSV formats, which are not supported by all financial institutions (and some banks may charge a fee for this service). Please be aware that Jumsoft does not guarantee online access for all accounts.