The OFX format is a file type that several banks and credit card operators make available for download. This file will contain your bank statement or your credit card statement.
At Mobills it is possible to import your bank transaction and also your credit card bills via OFX file. That way, you won't have to add your bank entries one by one!
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Showing instructions for:
How to import my bank account data (OFX) on Mobills?
Tap "More Options" [
] icon on the home screen;
In the "Manage" screen, click on Import data [
];
Select "Import OFX" [
];
Select the file you want to import;
Tap "More Options" [
] icon on the home screen;
In the "Manage" screen, click on Import data [
];
Select the file you want to import;
On the releases list, select the checkboxes and tap "save";
Mobills will automatically recognize available OFX files available on your device. You'll just need to choose which file to import!
Click on Transactions on the side menu, then on the import icon [
] on the top bar;
On the next screen click on "[
] IMPORT BANK DATA", choose "Debit";
With "Debit" selected, choose the "Account" to which the expenses will be associated;
Select "IMPORT OFX", select the file on your computer and click Send;
To import credit card transactions, switch to "Credit card" in step 2;
Choose the card and invoice that the file will be associated with, click Send and select + SAVE TRANSACTIONS.
Beware! After importing and sending the OFX, a list will appear to check everything before confirming the action! At that time, you can edit the Description, Category and Accounts. Or, clear the check box for one or more expenses, if you don't want to import it.