OFX/QFX files are useful for importing data from one application to another. In this video we’ll walk you through importing an OFX/QFX file into Neontra.
In this video, we’ll walk you through importing an OFX/QFX file into Neontra.
We have created an easy way for you to import all your data. Use Neontra to Import any bank, credit card account or financial institution statement that offers QFX/OFX & .CSV export files.
Imported transactions are automatically added to your personalized Cash Flow overview and Expense Explorer and split into income and expenses.
Neontra makes it easy to manage recurring expenses, see your bills at a glance and detect pricing changes on your subscriptions.
Investments are also automatically added to your portfolio to track your net worth.
This helps you build a personal financial plan quickly and view your overall financial wellness.
OFX/QFX Support: https://neontra.com/support/import_ofx_qfx/
For more answers to your questions, visit https://neontra.com/faq/