Importing Transactions
Instead of entering every transaction by hand, you can import them directly from your bank using OFX/QFX files.
Step-by-Step Import
1. Download from Your Bank
Log into your bank's website and download transactions in OFX or QFX format. Most banks offer this under "Download Transactions" or "Export".
2. Start the Import
- Navigate to the account you want to import into
- Click Import (or "File Import")
- Select your OFX/QFX file
3. Preview
Zenvilope shows a preview of what will be imported:
- New transactions — not yet in Zenvilope
- Matched transactions — linked to an existing manual entry (no duplicate created)
- Duplicates — already imported previously (skipped automatically)
- Rejected — previously rejected by you (skipped automatically)
The preview also shows the date range covered and total counts for each category.
4. Confirm
Review the preview and click Confirm Import to proceed. New transactions are created and matches are linked.
5. Review Imported Transactions
Imported transactions arrive with is_approved set to false — they show as needing review. Go through them to:
- Assign categories
- Verify payee names
- Approve each transaction once you're satisfied
TIP
If you entered a transaction manually before the import, Zenvilope automatically matches the import to your existing entry based on amount and date proximity. No duplicates!
After Importing
Approving Transactions
Imported transactions need approval before they're fully integrated. You can approve them individually or use bulk approve to handle many at once.
Matching and Unmatching
If an import was matched to the wrong manual transaction, you can unmatch it from the context menu and handle it separately.
Rejected Imports
If an imported transaction doesn't belong (e.g., a duplicate your bank reported differently), you can reject it. Rejected imports are remembered — they won't reappear on the next import.
Technical Details
For more on duplicate detection, matching logic, and the import data model, see Transaction Imports & Matching.
Next Steps
- Recording transactions — manual entry and editing
- Working with accounts — account setup and reconciliation