📄 How to Upload OFX/QFX Files to ZeroBuckets

Uploading your financial data is quick and secure. Follow these simple steps to download and upload your OFX or QFX files.

Step 1: Download Your OFX/QFX File

• Log in to your financial institution’s website.
• Navigate to the transactions or download section.
• Choose the OFX or QFX file format (both are supported).
• Select your date range and download the file to your computer.

💡 Tip: OFX and QFX formats are commonly labeled as “for Quicken” or “for Microsoft Money.”

Step 2: Upload the File to ZeroBuckets

• Log in to your ZeroBuckets account.
• Go to your Account List page.
• Find the account you want to update and click the Upload button.
• Choose the OFX/QFX file from your computer and click Upload.

That’s it! Your transactions will be securely imported and ready for budgeting.