Import OFX and QFX

OFX and QFX are public statement formats. The app looks for an OFXHEADER or an <OFX> root. QFX is treated as OFX with a different filename. Each statement row should carry a FITID. That id, plus the account, is the idempotency key.

Steps

1. Download a statement from your bank as OFX or QFX. Use only files you produced.
2. Open Import and choose the file, or try the synthetic OFX demo.
3. For a single-account file, pick the destination account.
4. Preview. Confirm the format is OFX or QFX.
5. Import. Re-importing the same file later adds zero new transactions.

Possible duplicates (same amount, nearby date, similar payee, no FITID match) wait in the review list. They are skipped unless you check Also import possible duplicates.

If this goes wrong

• The preview says no statement blocks: the file may be a login envelope without <STMTRS>. Ask the bank for a statement download, not a connect profile.
• Amounts are off by a sign: credit-card OFX sometimes posts charges as positive. Use Import troubleshooting and, if needed, import through CSV with invert.
• A second import added rows: those rows had new FITIDs. That is a new statement, not the same file.

Related

• Import CSV
• Import troubleshooting