Importing a bank statement

Bring in transactions from a CSV, OFX, QFX or QIF file instead of typing them.

Steps

1. Open Import and choose the account.
2. Upload the file your bank gives you.
3. For a CSV, check that each column is matched correctly, then save the layout as a profile for next time.
4. Check the preview, untick anything you do not want, and confirm.

Transactions you already have are marked as duplicates and left out. You can undo an import afterwards.