Import Transactions

Import Transactions into ClearCheckbook

Want to start managing your money but don't want to manually enter all your old transactions? Simply import transactions into ClearCheckbook by exporting them from your bank or other financial software. We accept QIF, OFX, QFX and CSV files. Importing transactions is a great way to keep your transaction history and look at your spending vs saving trends from the past.

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.

Screenshots:

Import Transactions - Select your file
Select Your file
Import Transactions - Assign Fields
Assign Fields
Import Transactions - Verify Transactions
Verify Transactions


Some of our features:

Bill Tracker
Bill Tracker
Track your monthly bills. Find out when you last paid your bill and for how much.
Budget Calculator
Budget Calculator
Set up budgets and see how much you spend toward them each month.
Reminders / Recurring Transactions
Reminders / Recurring Transactions
Create reminders and recurring transactions so you never forget to pay a bill again.
Debt Snowball Calculator
Debt Snowball
Payoff your debts and loans faster with our Debt Snowball calculator.
Save-Up Tracker
Save-Up Tracker
Do you have something you want to save up for? Use our Save-Up Tracker to enter your goals and we'll help keep track of your progress.
Investment Portfolio
Investment Portfolio
Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker.
Spending Reports
Spending Reports
View all of your spending and saving data in several report formats including line, bar, pie and text reports.
Import Transactions
Import Transactions
Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.
Transaction Register
Transaction Register
Easily view all your transactions in our register.
Financial Tools
More Financial Tools
We have many other tools that will help you manage your money.

Watch the ClearCheckbook Tour:

Contact ClearCheckbook

If you have a question about the site, please check the Support Forums, Tutorials and Help section to see if it's already answered there.

Your message has been sent.

Thank you for reaching out to us. We work hard to respond as quickly as possible to our emails. You'll receive a response soon.