What format should I export my bank transactions in?

We accept Bank Transactions in OFX or QIF file formats (OFX is preferred).

Your bank may also refer to OFX as Microsoft Money, Quicken or Sage Line 50. Any of these is fine.

If your bank doesn't provide any of these, you can either type in transactions individually or put together a CSV spreadsheet to upload. This should have four columns: date, description, credit and debit.