by , Help & Tips, No Comments

Jan 9

Video Tutorial: Import Transaction File

Import Transactions

by Dustin Davis, Help & Tips, No Comments

Jan 9

I’ve had a few questions on manual bank accounts. While EnvelopeBudget.com does support OFX Direct Connect, not all banks do. But, most, if not all banks will allow you to download your transactions as an OFX or QFX file. This file can then be imported into EnvelopeBudget to save you a lot of time.

I’ve created a 3:45 video to show you the process of creating a “manual entry” bank account and how to import a transaction file that has been downloaded from your bank.