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