File Import (CSV, OFX/QFX)
Import records from bank-exported files into an existing journal. Does not create a new journal.
See the Quick Start guide for a walkthrough.
Supported formats
- CSV. Comma-separated values. Requires column mapping.
- OFX. Open Financial Exchange. Self-describing, no mapping needed.
- QFX. Quicken variant of OFX. Treated the same as OFX.
CSV column mapping
Map each CSV column to a Surebeans field:
| Field | Required | Notes |
|---|---|---|
| Date | Yes | Specify format (e.g., yyyy-MM-dd, MM/dd/yyyy) |
| Payee / Memo | Yes | |
| Amount | Yes* | Single column with +/- values |
| Inflow | Yes* | Alternative: separate inflow column |
| Outflow | Yes* | Alternative: separate outflow column |
| Category | No | |
| Memo | No |
*Provide either Amount or Inflow+Outflow.
Options
- Delimiter: Comma, semicolon, or tab.
- Invert amounts: Flip the sign (some banks export expenses as positive).
- Account: Which account these records belong to.
OFX/QFX
No configuration needed. Select the file, choose the target account, preview, and import.
Deduplication
Each imported record gets an import key derived from its date, amount, and memo. Re-importing the same file skips duplicates.