Guides
Budgeting without
a bank login.
Five guides to the questions people actually search for — opening a QFX file, escaping Quicken, importing a bank statement, running 50/30/20. Each one answers the question in full before it mentions the app.
How to open a QFX file without Quicken
QFX files won't open on iPhone — unless you have the right app. Three ways to read a .QFX, convert it to CSV, or import it straight into a budget.
Read the guideHow to budget without linking your bank account
You can budget without ever connecting your bank. Here's how manual entry and file imports actually work — and the private iPhone app that does both.
Read the guideHow to import a bank statement into a budget app
Download a CSV or QFX from your bank and import it — skip both hand-typing and bank logins. A step-by-step walkthrough, including column mapping.
Read the guideLeaving Quicken: a real alternative for iPhone and iPad
Moving off Quicken? Export your .QFX transactions and import them into an iPhone and Mac budget app with no bank sync — your data in your own iCloud.
Read the guideHow to actually run a 50/30/20 budget on your iPhone
The 50/30/20 rule only works if your app budgets by percentage, not fixed dollars. Here's how to set it up on iPhone in about five minutes.
Read the guideStart with Money Map.
A private budget for iPhone and Mac. No bank login, no account — import your bank's own .QFX or .CSV file instead.
Free for up to 100 transactions. Unlimited transactions require a subscription.