Once you've exported a CSV file from your financial institution, you can now convert it into QIF or QFX for importing into LessAccounting.
If there is no way to export data from your financial institution or that allows you to export data in another format, you will have to manually list your transactions in a spreadsheet. Once done, you'll have to export it into CSV. You can do this easily using Microsoft Excel, Google Spreadsheets, Numbers, and other spreadsheet software.
Make sure that your CSV file has the correct column headers/titles. These should be:
Date in MM/DD/YYYY format
Description or Title of the Transaction
Amount. This is where things get a little particular. All amounts should be in a single column, and should only be differentiated using a negative sign. Use a negative sign to denote payments from checking or savings accounts or credit card accounts. For deposits, simply write the amount without the negative sign. Do not use dollar signs or commas, but you may use decimals.
Category (for expenses, optional). Please be sure that the categories you're using in your CSV already exist in LessAccounting. You can check by going to Settings > Expenses Categories. You can add custom categories here as well. Categories should not include ampersands (&), please use the word and instead.
OPTION 1: Free conversion
Step 2: Convert your CSV to a QIF using this free web tool: https://csvconverter.biz/convert
First, create an account or log in if you already have one.
Step 1: Click on Choose File and browse for your CSV file.
Step 2: Use the following Mapping Fields to convert to QIF
Date MM/DD/YYYY for the Date Column
The Amount for the Amount Column
Payee/Description for the Transaction Description or Title Column
Category for the Category Column (optional, you can categorize once the transactions have been imported instead).Step 3: Choose your preferred transfer method, choose Loose for CSV format, then click Save as QIF.
Step 4: This allows you to basically create a template for the Mapping Fields you have used. Simply click Next if you'd like to skip.
Step 5: Click on Download
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 bank, and credit card transactions (CSV, Excel, TXT) to QFX format reviewing all transactions before converting.
Use it to view your original transaction files (this is a free option, no purchase is required)
Combine multiple CSV, Excel, and TXT files into a single QFX file and load it once
Automate conversion using command line mode (csv2qfx.exe input.file output.QFX)
Once you have your QIF, follow the steps here to upload it to LessAccounting.