How to Import a Bank Statement

To import a bank statement into OneUp, you can use one of four different formats:.QIF, .OFX, .CSV or .TXT.

Importing from .QIF or .OFX

Most banks provide statements in QIF or OFX format. QIF and OFX files contain all of the information in the bank statement in a way that ONE UP can understand. Once you have downloaded these files from your bank, use Import Bank Statement to bring the statement into ONE UP.

Importing from .CSV or .TXT

CSV and TXT are non-standardized formats for importing bank statements.  To get .CSV or .TXT statements to import, you are required to format the file so that is has headers and data that ONE UP.com can understand.

Below you will find a .CSV template and a .PDF that describes the meaning of each header row.  Use your favorite spreadsheet editor to edit your CSV or TXT file to preparing it for importing into ONE UP.com. Please format all amounts to "number" with the accoriding digits after the comma.

Once your file is ready, use Import Bank Statements to bring your statement into ONE UP.

For the csv files: Please make sure that you number format is: currency - currency = NONE and also make sure that your date format matches mm/dd/yyyy.

 

Date  

 Date the transaction was performed

Label

 Description of the transaction

Amount 

 Amount of the transaction. Positive values are deposits, negative values are withdrawals.

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