Money Map support

If you can't find your answer here, email info@rationalbit.com and a real person — the developer — will reply.

Does Money Map have bank linking?

No. Money Map does not support direct bank linking, and this is a deliberate design decision rather than a missing feature. We avoid storing sensitive banking information on third-party services. Global regulatory complexity and the constraints of being an independent developer also make it hard to implement securely.

The trade-off is real and worth stating plainly: balances do not refresh on their own. You get your transactions in by importing a file from your bank, or by entering them yourself.

There's a longer explanation of the reasoning, and of what you gain and lose, in how to budget without linking your bank account.

How do I import Quicken (.qfx) files?

Quicken files are the easiest way to get transactions in — there is no column mapping at all.

1. Open the Transactions tab in Money Map
2. Tap the + button
3. Select Import Quicken file
4. Choose your .qfx file — the transactions import automatically

If your bank offers a "Quicken" or "QFX" download option, use it in preference to CSV. See how to open a QFX file without Quicken for what these files are and where to find them.

How do I import CSV files?

CSV files need a few extra steps, because every bank arranges its columns differently.

1. Open the Transactions tab and tap +
2. Select Import CSV file and choose your file
3. Select the date format — Money Map offers over 20 date formats to match whatever your bank uses
4. Choose the column type — pick "Expense and Income columns" if your bank splits these into two separate columns rather than using one signed amount
5. Map your values — the essential fields are Date, Date Format, Amount (or Income and Expense), and Name. The dropdown options correspond to the column order in your CSV

The full walkthrough, including the date-format traps that silently corrupt an import, is in how to import a bank statement into a budget app.

What happens if I import the same transactions from both a CSV and a Quicken file?

You will get duplicates. Money Map generates a unique identifier from the transaction's details, and those details vary slightly between the two file formats — so the same transaction imported twice, in two formats, does not always look like the same transaction.

Pick one import method per account and stay with it.

What is a Quicken file?

A Quicken file (usually a .qfx extension) is a file format designed to make importing financial transactions into budgeting software straightforward. Many banks let you export your transactions as a Quicken file from their online banking portal, usually alongside CSV and PDF options.

What is a CSV file?

A CSV (comma-separated values) file is a common, flexible export format offered by nearly every bank. Because each bank orders its columns differently, Money Map asks you to map the columns during import so that dates, amounts and descriptions line up correctly.

How do I modify the budget allocation?

Open the Budget section to adjust your category amounts.

• On iPhone: tap a category to edit its allocation
• On Mac: click the pencil icon next to the category you want to change

You can set each category as a fixed amount or as a percentage of your income. Percentages are what make a rule like 50/30/20 hold together when your income changes.

What quick actions does Money Map have?

• On iPhone: swipe left or right on items in Accounts, Transactions and Categories for instant edit or delete options
• On Mac: right-click (or Control-click) on transactions and other items for a context menu with edit and delete options

What does Money Map cost?

Money Map is free for up to 100 transactions. Unlimited transactions require a subscription — current pricing is shown on the App Store listing. There is no one-time unlock.

Still need help?

Email info@rationalbit.com. Money Map is built by one developer, so the person who reads your email is the person who can fix the bug.