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Do you store any private information in the transactions I upload?
For OFX/QFX files, we store the following fields:
  • TRNTYPE - transaction type
  • DTPOSTED - date on which transaction was posted
  • DTUSER - date on which transaction was initiated
  • TRNAMT - amount of the transaction
  • NAME - description
  • MEMO - additional description
  • CURDEF - currency
For QIF files, we store the following fields:
  • D - date on which transaction was posted
  • T - transaction amount
  • N - check number
  • P - description
  • M - memo (additional description)