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What are CSV / OFX Files?

CSV (Comma-Separated Values) and OFX (Open Financial Exchange) are standard file formats for financial data. Download your transactions in these formats to import them into any financial software, spreadsheet, or accounting tool of your choice.

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How to Set Up

1
Add a file export destination in Lunch Flow:
  1. Go to the Destinations page in Lunch Flow
  2. Click Add Destination
  3. Select CSV / OFX Export
  4. Give your export configuration a name (e.g., “Monthly Export”)
  5. Click Add Destination
2
Configure which accounts to export:
  1. Select accounts: Choose which bank accounts to include in your export
  2. Set preferences: Configure your export settings
  3. Click Save
3
Download your transactions:
  1. Go back to the Destinations page
  2. Find your file export destination
  3. Click the download button to get your transactions in CSV or OFX format

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File Formats

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CSV (Comma-Separated Values)

Best for: Excel, Google Sheets, custom tools, and data analysis Includes:
  • Transaction date
  • Amount
  • Description/Merchant
  • Account name
  • Currency
  • Balance
  • Transaction type

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OFX (Open Financial Exchange)

Best for: Quicken, QuickBooks, and other accounting software Includes:
  • Standard OFX format compatible with most financial software
  • Account information and metadata
  • Transaction details in structured format

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Importing to Other Software

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Excel / Google Sheets

  1. Download the CSV file from your Lunch Flow file destination
  2. Open Excel or upload to Google Sheets
  3. The data will automatically populate in columns
  4. Use for budgeting, analysis, or custom tracking

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Quicken / QuickBooks / Accounting Software

  1. Download the OFX file from your Lunch Flow file destination
  2. Open your accounting software
  3. Look for File → Import → Import OFX or similar
  4. Select the downloaded file and follow the import wizard

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Other Software

Most financial and budgeting software supports CSV or OFX import. Check your software’s documentation for specific import instructions.

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FAQ

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Which format should I choose?

  • CSV: More universal and works with any spreadsheet software. Best if you need flexibility and custom analysis.
  • OFX: Better for accounting software as it preserves financial metadata and account structure.

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How often can I download files?

You can download transaction files anytime you need them. There’s no limit on how frequently you can export your data.

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Can I export multiple accounts at once?

Yes! When you set up your file export destination, you can select multiple accounts to include. All selected accounts will be included in your download.

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Can I create multiple export configurations?

Absolutely! You can create multiple file export destinations with different names and account selections. This is useful if you want different exports for different purposes (e.g., one for personal accounts, another for business accounts).

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What date range is included in the export?

The export includes all available transaction history for your selected accounts. The available history depends on when you connected your bank account to Lunch Flow.

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