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Guide

Import a bank statement

Bring in transactions from a CSV or OFX/QFX file from your bank.

Updated October 26, 2026

  1. In your online banking, download your transactions as CSV, OFX or QFX (sometimes called Quicken or Money format).
  2. In Ledgri, go to Banking → Import statement and choose the file.
  3. Pick the account to import into. For CSV files, check the date format and whether amounts are in one column or in separate money-in and money-out columns.
  4. Import, then click Review transactions.

Ledgri skips transactions it has already imported, so overlapping dates are fine.

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