Import Bank Statements (OFX or CSV) into Law App

If you’re unable to use automatic bank feeds with our Banking API integration, Law App allows you to manually import bank statements using either OFX or CSV files. This step-by-step guide covers:

• Choosing the correct file type
• CSV formatting requirements
• Uploading your file via the Import tab
• Reviewing imported transactions

OFX files are preferred where available due to their fixed format and reliability, but CSV is fully supported with correct structure. Use this guide to keep your bank records accurate and up to date.

1. Access the Banking Import Section

From the left-hand menu, click on Banking to expand the options.
Then select Import from the submenu under Banking.

2. Select the bank account you plan to import

3. Select File Type – OFX or CSV

Choose whether you are importing an OFX or CSV file.

• OFX files follow a fixed structure and are generally more reliable.
  ✓ If available, always choose an OFX file for smoother processing.
• CSV files can also be used, but must follow specific formatting rules (see next step).

4. Importing a CSV File (Alternative to OFX)

If you’re using a CSV file instead of an OFX, follow these guidelines to ensure a smooth upload:

Prepare Your CSV File

• Export the transaction data from your bank in CSV format.
• Use a spreadsheet tool like Excel or Google Sheets to view or edit the file.
• Ensure each account’s transactions are in a separate file.

Required Column Headings (case sensitive):

• Date – Format as DD/MM/YYYY or MM/DD/YYYY.
• Amount – Enter income as positive and expenses as negative (e.g., -30.00).
  ▪︎ Do not include currency symbols or commas.
• Description – Include a clear summary for each transaction.
• Reference – Optional, for cross-referencing purposes.
• Payee – Recommended. If matched exactly with a contact in Law App, this avoids duplicate entries.

You can download a CSV template directly from this screen if needed.

Once your file is ready, drag and drop it or click Import to upload.

5. ### Upload Your File

Click Import to upload your file.

• Ensure you are on the correct tab — either “Import OFX File” or “Import CSV File” — depending on the file type you are using.
• This helps the system recognise and process the file correctly.

✓ Once uploaded, your transactions will appear in the list for revie

6. Press Save to complete the import