File Import (CSV, OFX/QFX)

Import records from bank-exported files into an existing journal.

Supported formats

• CSV. Comma-separated values. Columns are auto-detected from headers and can be adjusted manually.
• OFX. Open Financial Exchange. Self-describing, no column mapping needed.
• QFX. Quicken variant of OFX. Treated the same as OFX.

CSV options

• Delimiter: Comma, semicolon, or tab.
• Date format: e.g., yyyy-MM-dd, MM/dd/yyyy.
• Invert amounts: Flip the sign (some banks export expenses as positive).
• Split inflow/outflow: Use separate columns instead of a single amount column.
• Account: Which account these records belong to.

OFX/QFX options

• Account: Which account these records belong to.
• Invert amounts: Flip the sign if needed.

Import Review

After selecting a file, Import Review appears.