Preparing your bank files & accepted file types
Most online banking services provide a few different file export options so you can import your transactions into PocketSmith. We support a wide variety of bank files, so you can bring over your transaction history regardless of where you bank!
In this user guide
Preparing your bank file
Before you can import your transactions into PocketSmith using bank files, you will need to export the files from your online banking website. To do this, log into your online banking and take a look at the export options. You will need to export files for each of the accounts you'd like to have in PocketSmith.
Each online banking website will look different, however, most should provide an export option.
Once you have exported your bank files in one of the below formats, you are ready to import them straight into PocketSmith!
Accepted file types
Four different file types can be used to import transactions into PocketSmith. These file types are OFX, QFX, QIF, and CSV.
OFX stands for Open Financial Exchange. OFX files follow a defined specification which means you do not need to provide PocketSmith with any additional information. We recommend using OFX files when possible.
A QFX file is a standard OFX file. The only difference is that a QFX file is Intuit's version of the standard OFX format for Quicken. Typically QFX files are just as seamless as using OFX files.
QIF stands for Quicken Interchange Format, which is an older standard format, compared to OFX. A QIF file should be imported as easily as OFX and QFX.
CSV stands for Comma-Separated Values and this file type stores tabular data in plain text. It is not a standardized format like OFX and QIF. Different banks provide CSV files that are in various layouts. You should only choose CSV files if OFX, QFX or QIF files are not available.
When you import a CSV file, you need to identify and choose what is in each column (i.e. merchant, amount, and date) so that PocketSmith knows how to import the file. For detail on how to set up a CSV format see: CSV file formats
Unsupported file types
It is not currently possible to import other file types into PocketSmith. For example, some banks only provide PDF files. We cannot import bank statements or PDF files as this is a presentation format, so it is not possible to easily extract transaction data.