If your bank or property manager can generate a Comma-Separated Values (CSV) file with historical transactions data, you can bulk import it directly into your Stessa account to get things current. Upload a CSV Data File from Your Bank or PM Once uploaded, you'll see your new data on your Transactions page. If you like, you can also associate the uploaded data with one of your existing linked accounts. If you fail to select a Property (or Portfolio) before uploading, you will have to assign every transaction one by one. Be sure to select a Property (or Portfolio) if all the transactions in the file should be associated with a single address. Once you've downloaded the QIF, QFX, or OFX file and are ready to import, click the blue 'Import' button on your Transactions page. Just download it from your bank, upload it to Stessa, and you're done! QIF, QFX, and OFX imports are highly preferred to CSV files because you don't need to do anything to prepare your file in advance. If your bank can export your data to Quicken Interchange Format (QIF), QFX, or OFX, you can bulk import it directly into your Stessa account to get things current. Upload a QIF, QFX, or OFX Data File from Your Bank
