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How to export your bank statement as an OFX file

Last checked: October 5, 2026

OFX (Open Financial Exchange) is a file format most banks offer for downloading statements. Unlike a PDF, it lists every transaction with its date, amount and description in a way other apps can read. It is the fastest way to bring months of spending into Coinky without typing, and without connecting your bank account to any service.

Where to find it at your bank

The wording differs from bank to bank, but the option is almost always on the account statement screen, behind a save, export, share or download button. Look for:

  1. "Export", "Download transactions" or "Save in another format".
  2. The OFX format. Some banks label it "Microsoft Money" or "Money 2000".
  3. A date range: one to three months is a good start. Today's transactions may be incomplete, so end the range yesterday.

Import it into Coinky

  1. Save the .ofx file to your phone. On iPhone, open the download or email attachment and choose "Save to Files".
  2. In Coinky, tap the + button and choose "Import OFX Statement".
  3. Pick the file. Coinky reads the transactions, skips any you already imported, and shows how many were added.

Tip: import once a month, right after the month ends. Coinky skips duplicates, so overlapping date ranges are fine.

Coinky home screen with imported transactions

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