ClearCheckbook Money Management
ClearCheckbook
Money Management Made Easy
Login Sign-up
Import Transactions into ClearCheckbook

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.')

Import Transactions - Select your file
Select Your file

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.

Import Transactions - Assign Fields
Assign Fields

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.

Import Transactions - Verify Transactions
Verify Transactions

More Information

You can learn more about the Import Transactions tool with ClearCheckbook by visiting our Import Transactions Knowledge Base section.

More of our financial tools:

Budget Calculator Budget Calculator
Set up budgets and see how much you spend toward them each month.
Bill Tracker Bill Tracker
Track your monthly bills. Find out when you last paid your bill and for how much.
Connect your Bank to ClearCheckbook Connect Your Bank to ClearCheckbook
Connect your bank and have your transactions downloaded automatically.
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.
Import Transactions Import Transactions
Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.
Estimate Future Balances Future Balances
Project your balances to a future date to see how much money you might have in your accounts.
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.
Asset Management Asset Manager
Manage assets, such as your home, and their values to see how your net worth changes over time.
Spending Reports Spending Reports
View all of your spending and saving data in several report formats including line, bar, pie and text reports.
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.
Crypto Portfolio Crypto Portfolio
See how the value of your crypto coins has changed over time.
Transaction Register Transaction Register
Easily view all your transactions in our register.
Financial Dashboard Financial Dashboard
All of your financial data at a quick glance on our Dashboard.
Sign up Now!

It's free to sign up and use ClearCheckbook!