Import Bank Statements (OFX) into Law App

If you can’t use automatic bank feeds through Law App’s Banking API integration, you can import an OFX bank statement instead. OFX (Open Financial Exchange) is a standard file format that most banks offer as a download option.

Because OFX files always follow the same fixed structure, you don’t need to edit them or adjust any columns before importing — which is why OFX is the recommended format wherever your bank offers it.

Bank doesn’t offer OFX? You can import a CSV file instead. See Import Bank Statements (CSV) into Law App.

Open the Import Statement screen

From the left-hand menu, click Banking, then click Import Statement.
Select the bank account you’re importing for.

Import Bank Transactions screen in Law App, with Banking and Import Statement highlighted in the left-hand menu and the account selection dropdown circled at step 3

Download your OFX bank statement

Steps 1 and 2 on the Import screen walk you through this:

Open a new browser tab and log in to your internet banking.
Go to the account you want to import and download the bank statement in OFX format. Depending on your bank, this may be labelled QFX or Microsoft Money.
Importing more than one bank account? Download a separate OFX file for each account.

What is an OFX file?

An OFX file is a text or HTML file that holds financial data in a standard format. A few things to know when importing one into Law App:

If your online banking lets you download statements in OFX format, this is the recommended format to use.
Law App recognises duplicate transactions (matching date, amount and description) that were already imported from other OFX files, and automatically leaves them out.
Empty lines and transactions with a zero amount are excluded during import.

No file editing required. Unlike CSV files, OFX files don’t need to be opened or edited before importing. Download the file from your bank and upload it straight into Law App.

How to import an OFX bank statement

On the Import screen you’ll see two tabs: Import OFX File and Import CSV File. Import OFX File is selected by default.

Click Import, then browse to and select your OFX file.
Law App reads the file and shows the transactions in the table below.
Click Save.

Import OFX File section of the Import Bank Transactions screen in Law App, with the Import button circled above the empty transactions table and the latest imported transactions listed above

Next steps: reconcile your imported transactions

Once saved, the imported transactions appear in your Bank Transactions list. Go to Banking > Reconciliation to start matching them against your records in Law App.