PocketSmith accepts uploads of OFX, QIF, QFX and CSV files from your bank, so you should be able to import your history regardless of where you bank.
We recommend the formats in the order below in terms of ease of use.
- OFX stands for Open Financial Exchange, which is standardised format. QFX files are similar to OFX.
This means that you won't need to provide PocketSmith with any additional information as the file will describe the merchants, date and amounts contained therein. Just upload the file, and your data will be properly imported.
- QIF stands for Quicken Interchange Format, which is older than OFX. This will work just like OFX and QFX.
- CSV stands for Comma-Separated Values. While most banks will offer this file format as an option, it is not a standardised financial format like OFX and QIF. Each bank's CSV export will differ from another's. As such, choose this option only if OFX, QFX and QIF are not available.
If you upload a CSV, you will be prompted to pick your columns (i.e. merchant, amount and date) so that PocketSmith knows which each column refers to.