OPTION 1: Free conversion

You can use a free web app that converts your CSVs to QIF or QFX files. Here's how to use that app: Once the link opens - Step: 1 Scroll to the bottom and click on "I want to use the legacy site" Step: 2 Click on "Convert now" Step :3 Choose the csv file

CSV file formatting- Step 1: List all your transactions in an CSV file

  • Make sure that your CSV file has the correct column headers/titles. These should be:
    • Date (MM/DD/YY format)
    • Transaction Title
    • Amount: The amount is where things get a little particular...
      • All amounts (regardless of debit or credit) should be in a single column titled "Amount"
      • Debits should be denoted by a - (negative sign) before the amount (for example: -1500 or -99.99)
      • Do not use dollar signs or commas but you may use decimals (for example: $25,000.95 would be 25000.95, a debit would be -25000.95)
    • Category (for expenses.)
      • Please be sure that the categories you're using in your CSV already exist in LessAccounting.You can check by going ot DATA & SETTINGS > Settings > Expenses Categories. You can add custom categories here as well.)
      • Categories should not include ampersands (&). Please use the word "and" instead.

Step 2: Convert your CSV to a QIF using this free webtool: http://csvconverter.gginternational.net/?algorithm=1

  • Open up your CSV in the webtool and use the following Mapping Fields to convert to QIF:
    • Date MM/DD/YYYY for the date
    • Amount for the amount of the debit or deposit
    • Payee for the transaction name
    • Category for the category

OPTION 2: Paid conversion

You can pay for a desktop app that converts your CSVs to QIF or QFX files. We recommend this one. With this app you can:

  • Convert converts bank, credit card transactions (CSV, Excel, TXT) to QFX format reviewing all transactions before converting
  • Use it to view your original transaction files (this is free option, no purchase required)
  • Combine multiple CSV, Excel, TXT files into single QFX file and load it once
  • Automate conversion using commandline mode (csv2qfx.exe input.file output.QFX)

Once you have your QIF, follow the steps here to upload to LessAccounting: http://lessaccounting.groovehq.com/knowledge_base/topics/my-bank-isnt-supported-or-i-prefer-to-manually-enter-my-data-how-do-i-set-up-my-bank-account