CSV / OFX Files

Download your bank transactions as CSV or OFX files to import into spreadsheets, accounting software, or any other tool.

Setup

Add the destination

Go to Destinations → Add Destination → CSV / OFX Export, give it a name, and confirm.

Configure accounts

Select which bank accounts to include and adjust export settings as needed.

Download

Return to Destinations and click the download button to get your transaction files.

CSV

Best for spreadsheet applications like Excel and Google Sheets

Columns: Date, Amount, Merchant, Account Name, Currency, Balance, Transaction Type

OFX

Designed for accounting software like QuickBooks and Quicken

Preserves financial metadata and account structure in a standardised format

CSV: Open directly in your spreadsheet application

OFX: Use your accounting software's import function (usually File → Import → Import OFX)

Download as often as you like - no limits

Export multiple accounts in a single file

Create multiple export configurations for different purposes

Access all available transaction history for your connected accounts

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