OFX & QFX bank file import
Bank exports arrive as OFX or QFX files that are hard to read in a hoja de cálculo. Manual copy-paste is slow and error-prone. ClearMint Essentials es un OFX import integrado en un panel financiero personal con enfoque en privacidad.
Qué problema resuelve
Bank exports arrive as OFX or QFX files that are hard to read in a hoja de cálculo. Manual copy-paste is slow and error-prone.
Para quién es
Anyone who downloads transaction files from a bank or tarjeta de crédito issuer — especially Canadian and US institutions that offer OFX/QFX exports.
Por qué es diferente
Unlike a raw hoja de cálculo, ClearMint parses OFX structure for you, maps accounts, deduplicates on re-import, and auto-suggests categories — sin fórmulas que mantener.
Paso a paso
- Open Tools → Asistente de importación in ClearMint Essentials.
- Drop your OFX or QFX file from your bank or card issuer.
- Transactions appear instantly in hoja de cálculo-style tables; exact se omiten duplicados automatically.
- Your dashboard recalculates income, expenses, flujo de caja and balances.
Ejemplos
Import a monthly chequing OFX from RBC, a Visa QFX from TD, or a savings export from a US credit union. Re-import the same file later and duplicates are recognized by original bank description, date, amount and account.
Relacionado: importar extractos bancarios, panel financiero personal, precios.
Preguntas frecuentes
Which banks support OFX export?
Will re-importing create duplicates?
Can I import multiple accounts at once?
Prueba ClearMint Essentials gratis durante 30 días
Importa archivos OFX o CSV y haz seguimiento de ingresos, facturas, gastos, tarjetas, suscripciones, presupuestos, flujo de caja y patrimonio neto — sin fórmulas que mantener.