The transaction-export workflow accepts bank and credit-card OFX or QFX files. It reads their transaction records into the same review process used for structured row imports.
- Export one bank or card account from the bank in a complete OFX or QFX file.
- Choose the matching financial account in Imports, then select the file and read it.
- Check the normalized dates, descriptions, amounts, references and currency before proceeding to the saved row checks.
The parser checks the file’s currency and account identity. It also requires complete transactions with usable posted dates, exact amounts and source references.
Keep unsupported material separate
This workflow handles bank and card statement transactions. Investment activity and embedded bank correction directives need their appropriate separate treatment rather than being forced into an ordinary import.
If the file fails, read the specific message. A missing account identifier, duplicate reference or unsupported correction requires a different response from a file-size problem. Obtain a clean period-specific export where possible, and preserve the original file so later review can trace the imported movements back to the bank source.
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