FinFormatly Support

Quick Overview: FinFormatly converts your bank statement CSV files to OFX format, making them compatible with QuickBooks, YNAB, and other financial software.

How to Use FinFormatly

  1. Import Your CSV File: Tap the "Import" button and select your bank statement CSV file from Files, iCloud Drive, or another location.
  2. Review the Data: The app will display a preview of your transactions to ensure the file was read correctly.
  3. Convert to OFX: Tap "Convert" to transform your CSV file into OFX format.
  4. Export or Share: Save the OFX file to your device or share it directly with your financial software.

Frequently Asked Questions

Q: Which banks are supported?
A: FinFormatly works with CSV files from most banks. The app automatically detects common CSV formats and column structures. If your bank's format isn't recognized, please contact support.
Q: Is my financial data secure?
A: Yes! All conversions happen locally on your device. Your bank statements never leave your iPhone or iPad. We do not collect, store, or transmit any of your financial data.
Q: What apps can use the OFX files?
A: OFX (Open Financial Exchange) is a widely supported format used by QuickBooks, YNAB (You Need A Budget), Quicken, Microsoft Money, GnuCash, and many other financial applications.
Q: My CSV file isn't importing correctly. What should I do?
A: Make sure your CSV file contains at least these columns: date, description, and amount. If the issue persists, please send us a sample file (with sensitive data removed) so we can add support for your bank's format.
Q: Can I convert multiple files at once?
A: Currently, the app processes one file at a time. Batch conversion support is planned for a future update.
Q: Does the app require an internet connection?
A: No! FinFormatly works completely offline. Once installed, you can convert files without an internet connection.

Supported CSV Formats

FinFormatly automatically detects and supports CSV files with the following column structures:

  • Date, Description, Amount
  • Date, Description, Debit, Credit
  • Date, Payee, Amount, Balance
  • Transaction Date, Posting Date, Description, Amount

The app intelligently maps your bank's column headers to the OFX format.

Troubleshooting

Issue: "Invalid CSV format" error
Solution:
  • Ensure your file is in CSV format (not XLS, XLSX, or PDF)
  • Check that the file has a header row with column names
  • Verify the file contains transaction data
  • Make sure the file isn't password-protected or corrupted
Issue: Dates are not formatted correctly in the OFX file
Solution: The app supports common date formats (MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD). If your bank uses an unusual date format, please contact support with an example.

Feature Requests

We're constantly improving FinFormatly! If you have suggestions for new features or improvements, please let us know.

Contact Support

Need help? Have questions? We're here to assist!

When contacting support, please include:

  • Your device model and iOS version
  • A description of the issue
  • Steps to reproduce the problem (if applicable)

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