In Mobills you can import your bank statements and also your credit card invoices via the OFX file provided by your bank. That is, you don't have to add your releases one by one, you can import many at a time if you have this option available!
This article contains the following topics:
What is OFX?
It is a type of file that several banks and credit card companies make available for download. This file provides your bank statement or your credit card invoice. You need to consult this with your bank.
- In Mobills you can't import OFX files in which the extract is from both debt and credit card in the same file. You can import OFX only to Debit (bank move) or only from the credit card invoice;
- Some banks don't offer OFX files, so an alternative to importing your bank statement into Mobills is by importing Excel spreadsheets.
How to import the OFX file
To access the importing screen, click the option 'Transactions' on the left side menu, then click the importing icon on the upper bar of the list, just like the image below:
On the Import Data screen, click 'Import Bank Data'. Then choose whether it will be for Debit or Credit:
Select the option 'Debit' then Choose the account that expenses will be associated. Click IMPORT OFX, select the file on your computer and click 'Send':
Change the option by clicking 'Credit Card'. Choose the card and the invoice which it'll be associated with. Now click 'Import OFX' and select the file on your computer and click 'Send'.
After importing and sending the OFX, the following list will appear to check everything before confirming the action! At this point, edit the Description, Category, and Accounts. Or Uncheck an expense if you don't want to import it:
Done! Now everything will be in the right place!
Attention: You can't undo an import after it has been sent, so be sure of the whole action.
If you are having difficulty importing your OFX, the article I can't import OFX files can help!