Uploading bank statements (CSV, OFX, QIF)

1 min readUpdated 16 Aug 2026

If your bank is not supported by live feeds, or you need to backfill a gap, upload statement files instead. Uploads and live feeds can safely coexist — duplicates are detected automatically.

How to upload

  1. Go to Bank feeds (or the account on Bank accounts) and choose Upload statement.

  2. Pick the target bank account.

  3. Drop in a CSV, OFX or QIF file exported from your internet banking.

  4. Nightbooks parses the file, shows you what it found, skips anything it has already seen, and queues the rest for reconciliation.

File format tips

  • Export directly from your internet banking rather than re-saving through a spreadsheet — that keeps dates and amounts clean.

  • OFX and QIF carry the most structure and parse most reliably; CSV works well for the standard formats NZ banks produce.

  • Overlapping date ranges are fine — the duplicate check means uploading the same period twice adds nothing twice.

Upload history

The Bank feeds page keeps a history of every file processed: when it was uploaded, how many lines it contained, and how many were new. If an upload looks wrong, that history is the first place to check.

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