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.
Merge Data with OFX Data
Merge data with your Open Financial Exchange data quickly
Connectors
Read straight from the systems your data already lives in, instead of uploading a file.
Merge Data
Merging stacks your Open Financial Exchange file together with one or more datasets, appending their records underneath so everything lands in one table. The result includes every column found across all datasets, and you choose which column from each dataset fills each one. Perfect for combining exports from different periods, regions, or systems into a single dataset.
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.