OFX & QFX bank file import
Bank exports arrive as OFX or QFX files that are hard to read in a planilha. Manual copy-paste is slow and error-prone. ClearMint Essentials é um OFX import integrado a um painel financeiro pessoal com foco em privacidade.
Qual problema resolve
Bank exports arrive as OFX or QFX files that are hard to read in a planilha. Manual copy-paste is slow and error-prone.
Para quem é
Anyone who downloads transaction files from a bank or cartão de crédito issuer — especially Canadian and US institutions that offer OFX/QFX exports.
Por que é diferente
Unlike a raw planilha, ClearMint parses OFX structure for you, maps accounts, deduplicates on re-import, and auto-suggests categories — sem fórmulas para manter.
Passo a passo
- Open Tools → Assistente de importação in ClearMint Essentials.
- Drop your OFX or QFX file from your bank or card issuer.
- Transactions appear instantly in planilha-style tables; exact duplicatas são ignoradas automatically.
- Your dashboard recalculates income, expenses, fluxo de caixa and balances.
Exemplos
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 extratos bancários, painel financeiro pessoal, preços.
Perguntas frequentes
Which banks support OFX export?
Will re-importing create duplicates?
Can I import multiple accounts at once?
Experimente o ClearMint Essentials grátis por 30 dias
Importe arquivos OFX ou CSV e acompanhe receitas, contas, despesas, cartões, assinaturas, orçamentos, fluxo de caixa e patrimônio — sem fórmulas para manter.