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Importing OFX files

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deboussineau
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Importing OFX files

Fri Aug 14, 2015 3:39 pm
Hi,s
I've plenty of accounts .. at least 10 and probably more in athe future ..
Each time I import OFX files I mus respond to plenty of questions .. I'd like to avoid that ..
Is it possible ?
Thanks for help
Eric
zebulon
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Re: Importing OFX files

Sun Aug 16, 2015 3:53 pm
OFX import should immediately recognize the account. It should only ask you to confirm that it has matched the correct account, i.e. only a single click should be needed. If not, it probably means you have not given enough details when setting up your accounts, and it cannot match any. Try completing the account information: correct bank id, and more importantly, correct account number. Open the OFX file and look for <ACCTID>. The number that follows is the one you should use in the account definition, either the IBAN or regular account number. If you have entered a BIC or routing number for the institution, make sure it matches the <BANKID> number used in the OFX file.


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