Help and guides

Import into Xero

Export as Quicken Web Connect (QFX), or CSV · Xero. Xero recommends OFX, QFX or QuickBooks files over CSV, because they need no column mapping. The Xero CSV follows Xero’s own statement template if you’d rather check the rows in a spreadsheet first.

1. Export one account’s statements as a QFX file (or the Xero CSV).
2. In Xero, open that bank account and choose Import a statement.
3. Choose the file and import it. For a CSV, check that Xero matched each column.
4. Reconcile the imported statement lines as usual.

Xero imports into one bank account at a time, so export each account separately.

Source: Xero Central: Import an OFX, QFX or QuickBooks bank statement.

Import into QuickBooks Online

Export as QuickBooks Web Connect (QBO), or CSV · QuickBooks Online (3 columns). QuickBooks suggests a QBO file: it carries the account and needs no column mapping. The 3-column CSV matches Intuit’s Date, Description, Amount upload template.

1. Export one account’s statements as a QBO file (or the 3-column CSV).
2. In QuickBooks Online, go to Bank transactions and choose Upload from file.
3. Select the file, then choose the QuickBooks account to upload into, or add a new one.
4. For a CSV, match the columns to QuickBooks’ fields.
5. Select the transactions to import, then match and categorize them.

One account per file. QuickBooks takes up to 1,000 transactions and 350 KB per upload, so split a long history into a few date ranges.

Source: QuickBooks: Manually upload transactions into QuickBooks Online.

Import into Quicken

Export as Quicken Web Connect (QFX). Quicken reads bank files as Web Connect (QFX). A QFX file names the issuing institution by its Intuit institution ID (INTU.BID), and Quicken accepts only IDs it lists as Web Connect banks.

1. Back up your Quicken data file.
2. Export the account’s statements as a QFX file.
3. In Quicken, open File → File Import → Quicken Transfer Format (.QFX) File, then choose the file.
4. Link it to your existing account (or create one) and review the imported transactions.

By default the file uses a Web Connect institution ID that Quicken accepts, so Quicken may show that institution’s name. To see your own bank’s name, enter its ID under Bank details → Intuit institution ID when you export.

Source: Quicken Help: Importing files from your bank.

Import into YNAB

Export as OFX 2.2, or CSV · Generic. YNAB’s file-based import reads OFX, QFX, QIF and CSV files. OFX needs no mapping; with a CSV, pick the Amount column for both Inflow and Outflow.

1. Export the account’s statements as an OFX file (or the generic CSV).
2. Open YNAB on the web or an iPad (file import isn’t on phones).
3. Drag the file anywhere onto YNAB.
4. Check the account it imports into, then import.

YNAB doesn’t import transactions it has already imported and you deleted, and suggests importing no more than a year at a time.

Source: YNAB Help: File-Based Import.

Import into Wave

Export as QuickBooks Web Connect (QBO), or CSV · Generic. Wave reads QuickBooks (.qbo), Quicken (.qfx) and OFX files more easily than CSV, which it supports as a fallback.

1. Add the bank or card in Wave first if it isn’t there yet (a payment account).
2. Export the account’s statements as a QBO file.
3. In Wave, go to Accounting → Transactions, then More → Upload transactions.
4. Choose the file and the payment account (the same currency as the statement), then confirm the dates, amounts and description column and upload.

Source: Wave Help Center: Upload bank and credit card statements.

Need the bank’s originals?

Consulates, lenders, landlords and courts usually ask for statements as the bank issued them. Send them the bank’s own PDF statements, or ask the bank for certified copies.

Our exports are working copies for your books: every row is checked to the cent against the statement’s printed balances, but a spreadsheet can’t prove that a statement is authentic, and we don’t certify it.

Keyboard shortcuts

On the review screen, click a cell in the transactions table (or tab to it) to use these. On a Mac use ⌘; elsewhere use Ctrl.

In the transactions table

While editing a cell

⌘/Ctrl Z undoes edits anywhere on the review screen except while you’re typing in a field or a dialog is open, where it undoes typing as usual.

Refunds

If you haven’t used any pages from a pack, we’ll refund it in full when you ask within 14 days of purchase: write to support@anystatement.com from the email address on your account.

Other payments, including partial subscription periods and unused pages, aren’t refundable except where the law requires it. If you think we charged you in error, tell us and we’ll put it right. The details are in the Terms of Service.

Contact us

Write to support@anystatement.com.

To help us help you, include:

• what you were trying to do, and what happened instead;
• roughly when it happened, and the browser and device you used;
• the bank and statement type, if a file converted wrongly.

Never email us your statements or screenshots of account numbers. We don’t need them: describing the row is enough, and email isn’t deleted after 24 hours the way uploads are.

Security issues go to the same address; see our vulnerability disclosure policy.