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How do I manually import banking data into Okimia?

You can very easily import transaction data into Okimia from xls, xlsx, csv or ofx files.

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Written by Support Okimia

You can easily import data into Okimia, using xlx, xlsx and csv formats.

  • From the "Transactions" tab, click on the "+" icon in the top left-hand corner:

  • Fill in the fields below (in red), then import an extract of your bank transactions by copying and dragging:

  • Then check that the automatic column mapping is correct, and adjust it if necessary.

  • Click on "Save".

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