An OFX or QFX import checks the file’s declared currency against the selected financial account. A mismatch blocks the read so amounts are not assigned to the wrong currency.
- Confirm the currency of the bank account and the export from the original statement.
- Check whether you selected a similarly named account in another currency.
- Choose the correct source account or obtain the intended account’s export before reading again.
Do not replace the file’s currency code without evidence. A code change does not convert the monetary values and can make the resulting books misleading.
Watch for foreign transaction detail
A transaction can include another currency within its structured record. The parser refuses foreign-currency movement detail that conflicts with the account currency and asks for a statement in the selected account’s currency.
Use the posted account-currency movement when the bank provides it through an appropriate export. Retain original purchase and conversion evidence for later fee or category review. If a supported account-currency export is unavailable, contact support with the file format and currency conflict rather than calculating an unverified exchange conversion solely to pass the import.
Was this article helpful?
Tell us whether this answered the question you came with.