Importing your data

Bring your financial history into PennyBolt.

PennyBolt reads files you already have. There is no “connect to your bank” step. You download a file from your bank’s website (or export one from Quicken, or save one from Mint while you still can) and drag it into PennyBolt. A preview appears. You review it. You commit it. That’s the whole shape.

Not sure which format to use? Start with the overview .

Pages in this section

• Which format should I use? — a thirty-second decision tree.
• Bank downloads (OFX / QFX) — the files your bank offers as “Download transactions” or “Export to Quicken.”
• PDF statements — when your bank only gives you a PDF.
• Import your Quicken history (QIF) — bring years of Quicken data across without losing a transaction.
• Mint CSV — rescue your Mint data.
• Re-importing safely — import the same file twice without creating duplicates.

• Which format should I use?

  Pick the right import format in thirty seconds.

• Bank downloads (OFX / QFX)

  Import files you download directly from your bank.

• PDF statements

  Extract transactions from a PDF statement when no other format is available.

• Import your Quicken history (QIF)

  Bring years of Quicken data across without losing a transaction.

• Mint CSV

  Importing Mint transaction history — coming in v1.1.

• Re-importing safely

  Import the same file twice without creating duplicates.