Uploading a QIF / OFX File

This is the easiest way to upload transactions, as all fields for each transaction are pre-defined in these open formats.

See our initial FAQ which includes information on how you may access your banking transaction files here.

1.	Navigate to the ‘Transaction Accounts’ page
2.	Select an OFX or QIF file within the ‘Upload’ tab of your Transaction Account
3.	Click ‘Upload file’
4.	Your file will then be processed and transactions will be added to the Transaction Account