Import Guide

QFX / OFX

Best

The most reliable format. Contains structured transaction data with dates, amounts, and descriptions in a standardised format. Supported by almost all banks.

CSV

Spreadsheet format that works well but varies by bank. Our smart parser handles most layouts automatically. Download from your bank's transaction or statements page.

PDF (convert first)

Some banks only offer PDF statements. Use a converter to turn them into CSV before importing.

Bank Statement Converter

Tips for a smooth import

QFX and OFX files are the most reliable — always choose these if available
Export directly from your bank's website or app — don't manually edit the file
Download one account at a time for clean, accurate data
If your bank only offers PDF, use the converter linked above to get a CSV
After importing, review your transactions before saving — you can assign accounts and categories in the review step

Bank-by-bank export instructions

Capital One

QFX

Sign in to capitalone.com
Select your account, click "Account Services & Settings"
Choose "Download Transactions"
Select QFX or OFX format (recommended) — CSV is not available for multi-account users
Choose your date range and download

Chase

QFX

Sign in to chase.com
Click the three dots menu on your account
Select "Statements & documents"
Choose "Activity download"
Select CSV, QFX, or OFX format
Choose your date range and download

Bank of America

QFX

Sign in to bankofamerica.com
Go to "Accounts" → "Transactions"
Click "Download" at the top of the transaction list
Select QFX or CSV format
Choose your date range and download

Wells Fargo

QFX

Sign in to wellsfargo.com
Select your account, click "Download Account Activity"
Choose QFX or CSV format
Select your date range and download

HSBC UK

Sign in to online banking at hsbc.co.uk
Select your account, click "Download"
Choose CSV format
Select your date range and download

Barclays UK

Sign in to Barclays online banking
Select your account, click "Statements"
Click "Download transactions"
Choose CSV format
Select your date range and download

Lloyds Bank

Sign in to Lloyds online banking
Select your account, click "Download"
Choose CSV format
Select your date range and download

NatWest

Sign in to NatWest online banking
Select your account, go to "Statements"
Click "Download transactions"
Choose CSV format
Select your date range and download

Don't see your bank? Most banks offer transaction downloads under "Statements", "Activity", or "Export" in online banking. Look for QFX, OFX, or CSV options.