Bank Feed Connectors
Last update:
07/21/2026
Completed
In this topic
Bank Feeds Overview
- Introduction to Automatic Bank Feeds
- Setting Up a Live Bank Connection
- Reconciling Auto-Imported Transactions
- Importing Statement Files (OFX, CAMT, CSV)
Connecting a Provider
Working With Imported Transactions
File-Based Import (No Live Connector)
Importing Statement Files (OFX, CAMT, CSV)
When There's No Live Connector for Your Bank
Most banks let you export a statement file from their own online banking portal — download it and import it manually into the matching journal.
Supported Formats
| Format | Common In |
|---|---|
| OFX | Widely supported by North American and many other banks. |
| CAMT.053 / CAMT.054 | European SEPA-standard bank statement format. |
| Generic CSV / Spreadsheet | Any bank export, mapped manually to date/description/amount columns on first use. |
| Move Line Import | Importing already-categorised statement lines directly as journal entries. |
Importing
- Open the bank journal → Import.
- Select the downloaded file.
- For CSV/spreadsheet formats, map each column once — the mapping is remembered for future imports of the same format.
- Review the preview and confirm.
Reconciliation afterward works identically whether transactions arrived via a live feed or a file import.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.