We are glad to announce that we have recently expanded the types of files that can be imported into InEx Finance personal money manager. Now you can also import OFX files besides CSV into your transactions register and eliminate the frustration of manual data input. This will greatly simplify the management and tracking of your personal finances and provide a consolidated view of all your financial resources (bank accounts and cards). The OFX (Open Financial Exchange) standard is supported by major financial institutions around the world for exchanging financial data via the Internet.

Importing OFX files into our personal finance software is quite simple. Just access the Import option in your profile settings, choose the OFX file to be uploaded and click on Start button. On the Import Data Overview, you can review General (the number of Import transactions, categories and resources) and Additional (name of financial institution, account number, account balance, etc – if available) data pertaining to the uploaded OFX file. After clicking on Finish Import button, the transactions in your OFX file will become part of your InEx Finance account.

OFX import is the first step to integrating bank account sync. Stay tuned to our future endeavors to enhance your online money management experience while budgeting and tracking family finances with us.

Tags import, ofx
Published at December 28, 2011 13:23
Updated at November 10, 2012 18:24

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