Banking & Import
Bring your data in seconds
Import bank files to get transactions into OpenLedger in seconds instead of manual typing. Supports QIF, OFX, QFX, CSV, and QBO formats with automatic duplicate detection. Or connect directly via SimpleFIN for automatic daily updates.
Feature illustration
How it works
Get started in three simple steps.
1
Export transactions from your bank as QBO, OFX, CSV, or download PDF statements
2
Import files using the import wizard — accounts mapped, duplicates flagged automatically
3
Or set up SimpleFIN for automatic daily transaction sync
Key capabilities
Import QBO, OFX, QFX, CSV files from any bank
PDF bank statement parsing — extract transactions from PDFs directly
SimpleFIN bridge for automatic daily bank connections
Smart duplicate detection: New (green), Possible Duplicate (yellow), Duplicate (red)
AI-suggested categories during import
Amazon order matching for detailed purchase tracking
Soft-delete for excluded transactions — prevents re-import
Account mapping wizard for first-time imports
Try Banking & Import today
Download OpenLedger for free and start using Banking & Import right away.