Import transactions from Schwab CSV exports or OFX/QFX bank files.
Schwab Account — CSV Import
Transactions: account → History tab → set date range → Export → CSV. Holdings: account → Positions tab → Export → CSV.
Both file types are auto-detected. Works for brokerage, IRA, and Schwab Bank accounts.
Is this a new or existing account?
Account Name
Account Type
Select Account
Drop Schwab CSV here
or click to browse — .csv files only
Tip: you can import multiple CSV files into the same account — duplicates are skipped automatically.
Bank / Credit Card — OFX / QFX Import
Upload a .ofx or .qfx file downloaded from your bank or credit card website. The account will be created automatically from the file if it doesn't exist yet.