How to Import a Bank Statement
1. Get the statement from your bank
Go to your bank website and login with your username and password. You might need to look around for the right spot for downloading statements.
Some banks have a section directly for bank statements:
For other banks, you need to click into the bank account and look for a Download button:
Bank statements are usually provided in different file formats. The best way to import a bank statement into OneUp using Quicken (QIF) or Open Financial Exchange (OFX) format. This is because those formats contain all of the information ONE UP can easily understand.
Download your statement with the browser, where it should go into your Downloads folder on your computer.
2. Figure out which date range you need to import
In order to avoid duplicate transactions, you want to be sure what date range you need to import. A good way to do this is to look at the date of the most recent transaction in your account and use that date.
3. Click Import Bank Statement
In Bank Activity view, click the Import Bank Statement button. You will see a screen like the one below.
If you don't see the Import Bank Statement button, you might need to turn off sync. See the article: How to turn off bank sync
From here click "Choose file" and select the bank statement you just downloaded. Once the file is selected, an Import button appears.
Click the Import button:
It will show a preview of what is about to be imported. Here it is importing 3 transactions from Sep 9 through Sep 14.
If you need to omit certain transaction, open the Advanced section and change the start date:
Click Done at the bottom of the screen to import the transactions.
What if my bank doesn't provide Quicken QIF or OFX files?
If your bank doesn't provide QIF or OFX files, you will need to use CSV format for importing bank statements. To get CSV statements to import, you will need to edit the file so that it has headers and data that OneUp 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 according 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 the transaction was performed
Description of the transaction
Amount of the transaction. Positive values are deposits, negative values are withdrawals.