You can import your transactions from most internet banking programs into MISTRO Finance 5.  Firstly you need to access your internet banking program and create an export file.  This file must have a file extension of .qif.  This is the default file format for all of the major banks internet banking programs.

 

Save the .qif file in an easy to remember location on your computer, then in MISTRO Finance 5, open your Transactions window.  On the right of the program with all of the other buttons you will see the Import button.  Click on this and the following window will appear.

 

 

 

Locate the .qif file that you previously saved in your internet banking program, and choose Open.

 

A screen similar to the following will appear.

 

 

What you now need to do is link the Bank transactions to the matching MISTRO transaction.  To link a transaction, click on it, then click on the Add MISTRO Tx button at the bottom of the page. 

 

The following screen will appear.

 

 

MISTRO Finance 5 will automatically fill in a value for the key phrase.  You then need to choose the trader to link this phrase to in MISTRO Finance 5.  Click Save to ensure that every time MISTRO imports bank transactions it recognises this phrase and automatically links to your selected trader.

 

If you do not wish to save the link permanently, simply click Cancel.

 

In the example above you will notice that 2 transactions have already been linked. 

 

This is how your statement will import if you have already saved links.