Tools Menu

Settings

Set the fowing items :

• File archive path 
• Configuration file path
• A flag to modify data or not with parameters from the configuration file
• Within batch mode, open the file for Money with Internet Explorer
• Within batch mode, send data to Money

You can define any profile you need. The last profile can't be deleted, it contains default parameters.

Each profile may contain the folowing sections :

• Name : to transform name fields
• FitId : to initialize transaction type from FitId content
• Csv : to define in a CSV or TSV file the meanings of each column. This section can't be deleted in the last profile.

Each profile is identified by the folowing data : Bank Id (bank identification), Branch Id (branch identification) et Acct Id (account identification). Data (BANKID, BRANCHID, ACCTID) in OFC and OFX files are used to select the profile to use. If no match can be done, the last profile is used.

For CSV and TSV files, the first profile with a CSV section is used (no identification data in these files).

Profiles can be created (Create), modified (Edit) or deleted (Delete) with the corresponding button.

Clear

Clear all configuration data.

See Also

Introduction | Profiles