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Documentation

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Migrating to Akaunting
- Overview
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OFX Import

What's OFX File?

An OFX (Open Financial Exchange) file is a text file containing financial data.

How to use?

Step1: Buy Here "OFX Import" on Akaunting app store.

Step2: Click Settings -> "OFX Import" in the left menu.

Step3: The file OFX to be transferred is selected and the press transfer button.

Step4: If the bank name and bank id are present in ofx file: - The currency is checked. The currency is automatically added if it is not attached as a currency. - If this information is not available, the user is asked to fill in the missing information.

Step5: Transfer successful message is given and transfer is provided.

Testing: Your revenue and payment will be transferred when the transfer is successful.

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