Credentials
Stored encrypted and decrypted only while a job is running. Use an IAM user scoped to the bucket below.
Temporary credentials
Leave empty for a long-lived IAM user key.
Location
Where browsing starts. Leave it empty to start at the top of the bucket. Saved work addresses objects by their full path, so this is a starting point rather than a restriction.
Join Data to OFX Data
Join data to your Open Financial Exchange data quickly
Connectors
Read straight from the systems your data already lives in, instead of uploading a file.
Join Data
Joining brings your Open Financial Exchange file together with a second dataset by matching rows on the columns you choose, so related data ends up in one table. Pick an Inner, Left, Right, or Full join to decide which rows are kept when a match is missing. Perfect for enriching records, adding reference or lookup data.
Open Financial Exchange
OFX (Open Financial Exchange) is the open specification banks, brokerages, and payment providers use to publish
statements and transaction histories. A single .ofx download holds the sign-on response, account details,
and every statement transaction in one nested document, written either as SGML tag pairs or as XML.