The import engine is now live, giving you a fast and reliable way to bring bank data into JE-PFM without manual entry.
Key Features
- OFX and QFX parsing — Full support for Open Financial Exchange files from major banks and credit unions
- Auto-categorization — Transactions are automatically matched to spending categories using merchant name patterns and historical data
- Confidence scoring — Each categorization includes a confidence level so you know which assignments to review
- FITID deduplication — Unique transaction identifiers prevent duplicates when importing overlapping date ranges
- Batch preview — See all parsed transactions before confirming the import, with the ability to adjust categories inline
Upload a file, review the results, and confirm. Your transaction history is ready in seconds.