← All countries

United States statement guide

Reviewed September 12, 2026

OwnFi accepts PDF, CSV, OFX, and QFX records from many US banks, cards, and brokerages.

Prepare the file

  1. Open statements or account activity on the provider's official site.
  2. Prefer CSV for transactions and OFX/QFX for supported investment activity; retain PDFs as source records.
  3. Import locally and check dates, debit/credit direction, and account labels before saving.

Partner offers

No approved US affiliate offer is active.