Overview

The statement import feature lets you bring in transactions from your bank or credit card using OFX/QFX files. After import, the transactions become available in Stareceipt's banking and reconciliation flows.

For context on the full reconciliation workflow, see Bank Accounts & Reconciliation.

Supported file formats

Stareceipt currently supports OFX/QFX statement imports.

Format	Notes
OFX / QFX	Quicken-compatible format; imported directly

Step 1 — Download your bank statement

Log in to your bank's online portal and export transactions for the period you want to reconcile. Look for OFX or QFX export options in your institution's download menu.

Keep the original file — Stareceipt stores a copy, but having the original makes troubleshooting easier if columns are misaligned.

Step 2 — Upload the file

Open the ledger you want to reconcile.
Go to Bank Accounts in the left sidebar.
Select the bank account (or click Add account if this is your first import).
Click Import statement → Upload OFX/QFX.
Choose your downloaded file.

Receipt parses the file and shows an import summary.

Step 3 — Review and import

Stareceipt displays an import result summary, including:

how many transactions were inserted,
how many rows were skipped,
how many banking rules were applied during import.

Complete the import to add the transactions to the selected bank account.

Step 4 — Match transactions

After import, the transactions appear in the banking and reconciliation views. Current shared clients surface reconciliation states such as unreconciled, reconciled, partial, and dismissed. See Bank Accounts & Reconciliation for the full workflow.

Re-importing the same period

If you re-upload a statement that overlaps with previously imported transactions, the import result can skip rows that already exist instead of blindly duplicating them.

Troubleshooting

"Could not parse statement" warning

Your file may be malformed or exported in an unsupported statement format. Re-export from your bank as OFX/QFX and retry.

Import fails with unsupported extension

Receipt only accepts .ofx and .qfx for statement import in this workflow.

Statement descriptions are cryptic bank codes

This is common with institution-generated data. After import, you can still reconcile by amount/date and apply transaction rules for consistent categorisation.

File is larger than allowed

Split the statement into smaller date-range chunks (for example monthly) and import each file separately.