OFX Import

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.

How it works

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.

FAQ

Frequently asked questions

Which banks support OFX export?

Most major Canadian and US banks and card issuers let you download OFX or QFX from online banking. ClearMint reads standard OFX 1.x and 2.x structures.

Will re-importing create duplicates?

No. ClearMint matches on immutable bank description, date, amount and account — re-imports of the same statement are skipped.

Can I import multiple accounts at once?

Yes. A single OFX file can contain multiple accounts; ClearMint creates or updates each one.