How to import an OFX bank statement into LUME Hub Finance

Importing your bank statement is the fastest way to keep cash up to date: instead of typing every payment, you upload a file, review it and confirm. LUME Hub accepts statements as OFX, CSV or PDF, and the file is read in your own browser.

The menu is in English, but the labels inside Finance are still in Portuguese; below, each one appears in Portuguese with its meaning.

What an OFX file is and where to get it

OFX is the standard format banks use to export statements. In your bank's website or app, go to the statement area and look for the option to export or download as OFX. Pick the period and save the file to your computer. If your bank only offers CSV or PDF, those work too.

Step by step

1. Open the Management app from the app launcher, choose Finance and go to the Extratos (Statements) tab.
2. Click "Importar extrato" (Import statement). The "Importar extrato bancário" dialog opens.
3. Under Conta bancária (Bank account), pick the statement's account. If it doesn't exist yet, type its name and LUME Hub creates it.
4. Click "Escolher arquivo" (Choose file) and select the OFX, CSV or PDF.
5. Wait for the read. LUME Hub compares each line with what's already in cash and tells you how many transactions are ready for review.
6. In the review, set a category for lines that don't have one yet (the "Sem categoria" filter, meaning uncategorized).
7. Mark anything that shouldn't go in as "Não é caixa" (Not cash), such as a transfer you already recorded another way.
8. Click "Confirmar" (Confirm; the button shows how many entries will go into cash). You'll see how many entries were added and how many already existed and were just linked.

How to review a statement by payee

The review groups lines "Por contraparte" (By payee): every ride-share charge together, every payment from the same client together. Select the whole group and choose a category in "Definir categoria" (Set category) in one go. LUME Hub saves that choice as a rule, so the next statement arrives with that payee already categorized. Prefer to see it by date? Switch to "Por mês" (By month).

You can also filter lines (all, uncategorized, going into cash, already in cash, left out of cash) and use "Buscar contraparte…" (Search payee). A notice at the top says whether the read matches the statement totals; when it doesn't, check before confirming.

Discard or undo an import

• Before confirming: "Descartar extrato" (Discard statement) deletes the lines. Nothing from that file went into cash.
• After confirming: "Desfazer importação" (Undo import) removes the entries it created from cash.

The "Extratos importados" (Imported statements) list shows each file's status: awaiting review, confirmed, discarded or undone. The same file can't be imported twice while it's awaiting review or confirmed.

Got an error? See bank statement import not working. To add something that isn't on the statement, see how to track income and expenses.