Import guide
Import bank statements into budgeting apps (OFX or QIF)
Accounter does not connect to budgeting apps. It turns a bank statement PDF, including an old or scanned one your app cannot download, into reviewed transaction rows and gives you an OFX, QIF or CSV file that you import into the app yourself.
Bank statement PDFs, including scanned statements, turned into transaction rows you can review
OFX for apps such as YNAB and most money apps; QIF for older desktop apps
Each transaction carries the same ID every time you download it, so an app that checks IDs can skip rows it already has
Bank fees that change the balance come through as their own transactions
How to import into budgeting apps
- 1
Upload your bank statement PDF to the Accounter bank statement converter.
- 2
Review the extracted transactions against the statement and correct anything that needs it.
- 3
In the export settings, choose OFX (or QIF if your app asks for it) and download the file.
- 4
In your budgeting app, use its file import for the right account and select the file.
Get an OFX or QIF file ready for budgeting apps
Upload a bank statement PDF, review the transactions and download the file.
Accounting Software Plans
Full accounting software for your business or practice, on monthly plans in rand. Not the statement converter. All features included on every plan, with no feature limits.
Looking for the PDF statement converter? See converter pricing →
For bookkeepers and practices
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Businesses included per plan
- Bookkeeper20 businesses · R650/month
- Accounting Practice50 businesses · R900/month
- Accounting Partner100 businesses · R1,200/month
Frequently asked questions
Are accounting software and the statement converter the same subscription?
No. Accounting software plans and bank-statement/receipt extraction plans are separate offers. Enquire about an accounting plan for onboarding. Create a Hub account to use extraction and purchase more page credits.
Does Accounter connect or sync with my budgeting app?
No. Accounter does not connect to any budgeting app and never sends data to one. You download a file from Accounter and import it into the app yourself.
Which file should I choose?
OFX if your app takes it. YNAB’s help lists CSV, OFX, QFX and QIF as files it can import. QIF is for older desktop apps; choose the date order your app expects (day/month/year or month/day/year).
Does it work with Quicken?
Accounter does not make the QFX files Quicken for Windows uses for bank accounts: those carry a bank ID that only registered banks have. Quicken’s own support says QIF cannot be imported into cheque, savings or credit card accounts.