Join Data to OFX Data
Join data to your Open Financial Exchange data quickly
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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.