Import
Queue your files by dropping them into the area below. You can drop in as many
as you’d like and in any order, even folders full of files. Once you are ready,
click “Load Files” to start the set up process. Don’t forget to check your monitored folders!
↥ Drop files or a whole folder here to queue them, or click to browse CSV · Excel · Quicken (.qfx/.ofx) · PDF statements
Import queue empty — drop or browse files above to queue them Merge queued files Clear Load Files
Paste CSV text Folder Monitor the program can watch folders and offer new statements automatically Add Folder… No folders monitored. Add one and new CSV / Excel / QFX / PDF files that appear there are offered for import.
Reconnect optional — automatic imports from your banks, cards, and loans through your own SimpleFIN account SimpleFIN Bridge site ↗ Reconnect to SimpleFIN
Loaded files checked files are included in workbook exports and deploys Select all Archive checked Unload checked Nothing loaded yet. Queue files above, or use File → Recall Last Session.