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.
Select/Arrange Columns in OFX Data
Select/arrange columns in your Open Financial Exchange data quickly
Connectors
Read straight from the systems your data already lives in, instead of uploading a file.
Select Columns
This tool gives you the power to customize the layout of your Open Financial Exchange file by selecting which columns to include and rearranging their order. Whether you're trying to focus on key data, remove unnecessary fields, or change the column sequence for compatibility, it’s all possible in just a few steps. It's especially useful for preparing files for upload, creating reports, or simplifying large datasets by hiding what you don't need.
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.