Frequently Asked Questions
At this time, Money Map does not support direct bank linking. We prioritize your privacy and security above all else, and we avoid storing sensitive banking information on third-party services. Global regulatory challenges and the constraints of being an independent developer make this feature particularly difficult to implement securely. We believe trust and security should always come first.
To import transactions, navigate to the Transactions section, tap the plus (+) button, and choose your file type.
Quicken files (.qfx) import automatically — no extra steps needed. Simply select the file and your transactions will be loaded.
CSV files require a bit more setup. Since banks arrange data differently, you will need to map the columns in your CSV file to the appropriate fields in Money Map (Date, Amount, Name, etc.).
Access the Budget section to adjust your category amounts. On iPhone, tap a category to edit its allocation. On Mac, click the pencil icon next to the category you want to modify.
A Quicken file (usually with a .qfx extension) is a special file format designed to simplify importing financial transactions into budgeting apps. Many banks offer the option to export your transactions as a Quicken file from their online banking portal.
On iPhone: Swipe left or right on items in Accounts, Transactions, and Categories for instant editing or deletion options.
On Mac: Right-click (or Control-click) on transactions and other items to access a context menu with editing and deletion options.
A CSV (Comma-Separated Values) file is a common, flexible format used by many banks to export transaction data. Because each bank may arrange their columns differently, Money Map asks you to map the data during import so that dates, amounts, and descriptions line up correctly.
If you import the same transactions from both a CSV and a Quicken file, duplicates may be created. This happens because Money Map generates a unique identifier based on transaction details, and those details can vary slightly between file formats. We recommend using one import method consistently to avoid duplicate entries.
Import Guide
Importing Quicken Files (.qfx)
Quicken files are the easiest way to import your transactions. Simply follow these steps:
- Open the Transactions tab in Money Map
- Tap the + button
- Select Import Quicken file
- Choose your .qfx file — transactions import automatically
Importing CSV Files
CSV files require a few additional steps since each bank formats their data differently:
- Open the Transactions tab and tap +
- Select Import CSV file and choose your file
- Select the date format — Money Map provides over 20 date formats to match your bank's format
- Choose column type — use "Expense and Income columns" if your bank separates these into two different columns
- Map your values — the essential fields are Date, Date Format, Amount (or Income & Expense), and Name. The dropdown options correspond to the column order in your CSV file
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