© 2015 Anishu, Inc. Page 2
Importing Data
There are two methods to import data:
1. File based import. You can download the OFX/QFX formatted files from your bank or credit card
account, and then load the data files into the app.
2. Network import. You can configure HomeBudget to directly connect to your financial institution,
and download transaction data. Please note that only a limited number of institutions offer this
service. While most institutions offer this service free, some do require monthly payments or
special activation. Please check with your financial institution.
File-based Import
This method of data import involves the following 3 steps:
I. Downloading the OFX/QFX data file, and loading it into the app
II. Associating the loaded data file with an account in HomeBudget
III. Reviewing and processing of the transactions
I. Downloading the OFX/QFX data file, and loading it into the app
Log in to your bank or credit card account site, and go to the section that allows download of monthly
statement or transactions. Look for the download format named OFX or QFX. Alternatively, you can
also look for a format compatible with MS Money. Most banks and credit card institutions support
these formats. This may take some trial and error the first time. Once you find the right format,
download the file in your browser.
If you are using the Mac or Windows version of HomeBudget, the downloaded file will usually go into
the Downloads folder; please go to section II below for further instructions. If you are using the iPhone,
iPad or Android version of HomeBudget, there are 3 possible ways to load the data file into
HomeBudget:
1. When you download the file in your browser on an iPhone, iPad or Android device, the browser
will likely provide option "Open in HomeBudget", as shown below. Depending on the website that
you are connected to, this may or may not always work. When you get this option, simply tap the
"Open in HomeBudget" option to load the data file into HomeBudget.
2. In case the method above does not work, you can download the statement first to your computer,
email the file to yourself as an attachment, and open the email attachment on your iPhone, iPad or