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Importing Bank Statements

How to upload CSV/OFX files

Home Hub allows you to import transactions directly from your bank to analyze spending.

  1. Log in to your online banking and download your statement as a .CSV or .OFX file.
  2. In Home Hub, go to Finance > Transactions.
  3. Click Upload Statement.
  4. Map the columns (Date, Description, Amount) if prompted.

Note: We do not store your bank login credentials. This is a one-way file upload for security.