The first thing you'll do when importing transactions is to select your QIF, OFX, QFX or CSV file. Simply browse for the file on your computer and upload it to our site. Most financial institutions and money management software lets you export to one of these widely used formats.')
Next, you assign the columns from your imported file to match up with one of ClearCheckbook's fields. If we recognize the columns from your file, we'll automatically assign them. This gives you the ability to select only the information you want when you import your transactions.
Finally, you can verify the transactions are correct before they get added to your account. This page shows a listing of all imported transactions and gives you the option to manually edit any of them before they are added to your account. You can always go back and edit the transactions, but sometimes it's easier to do that first.
More InformationYou can learn more about the Import Transactions tool with ClearCheckbook by visiting our Import Transactions Knowledge Base section.
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