Upload a transaction file into an existing account

Transaction history can be uploaded into PocketSmith from OFX, QFX, QIF and CSV files. Most online banking interfaces provides at least one of these file types - look for an "export" or "download history" option, from the main transaction listing area.

Once you downloaded a data file from your bank, please follow these steps:
  1. Go to the Account Summary

  2. Locate the account you would like to upload the file into

  3. Select Manage Account for the account

  4. Select Import from file

  5. Follow the instructions on the dialog that appears

If you need to create an account first


Please follow the instructions in this article: How do I import data into PocketSmith?




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