OFX & QFX bank file import
Bank exports arrive as OFX or QFX files that are hard to read in a spreadsheet. Manual copy-paste is slow and error-prone. ClearMint Essentials is a OFX import built into a privacy-first personal finance dashboard.
What problem it solves
Bank exports arrive as OFX or QFX files that are hard to read in a spreadsheet. Manual copy-paste is slow and error-prone.
Who it is for
Anyone who downloads transaction files from a bank or credit card issuer — especially Canadian and US institutions that offer OFX/QFX exports.
Why it is different
Unlike a raw spreadsheet, ClearMint parses OFX structure for you, maps accounts, deduplicates on re-import, and auto-suggests categories — no formulas to maintain.
Step by step
- Open Tools → Import Wizard in ClearMint Essentials.
- Drop your OFX or QFX file from your bank or card issuer.
- Transactions appear instantly in spreadsheet-style tables; exact duplicates are skipped automatically.
- Your dashboard recalculates income, expenses, cash flow and balances.
Examples
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.
Related: import bank statements, personal finance dashboard, pricing.
Frequently asked questions
Which banks support OFX export?
Will re-importing create duplicates?
Can I import multiple accounts at once?
Try ClearMint Essentials free for 30 days
Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.