Adding Custom Bank Account

Self-Hosted | v4/Legacy
1

Dear Expert,

May I know how can add a local Bank account to the system? As my local bank is not listed in the dropdown.

Thanks
Ant

2

Just to clarify, is this to import expenses or accept payments?

We use OFXHome to import expenses, you may be able to import the data as CSV.

3

Dear Hillel Coren,

Many thanks for your reply.

Yes. but my local bank is not in the list. Can i add it manually?

Thanks

4

Do they support OFX?

5

We use this directory of OFX supported banks:

http://www.ofxhome.com/index.php/home/directory

If your bank supports OFX it should be possible to add it.

6

Dear Hillel Coren,

no. they are not.

Thanks

7

Sorry, in that case I’d suggest importing as CSV.