How-to guide

How to Import OFX Files

  1. Open Tools → Import Wizard in ClearMint Essentials.
  2. Drop your OFX or QFX file from your bank or card issuer.
  3. Transactions appear instantly in spreadsheet-style tables; exact duplicates are skipped automatically.
  4. Your dashboard recalculates income, expenses, cash flow and balances.

Feature detail: OFX Import · Help article

FAQ

Frequently asked questions

How to Import OFX Files?
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.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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