Downloading OFX Files from DL Evans Bank¶

Introduction¶

This guide explains how to download transaction data in OFX (Open Financial Exchange) format from DL Evans Bank. OFX files are commonly used to import financial data into accounting software like QuickBooks, Xero, or other financial management tools.

Purpose

Exporting transaction data in OFX format allows for efficient reconciliation and bookkeeping by importing bank data directly into accounting systems.

Procedure¶

Follow these steps to download an OFX file from DL Evans Bank:

Access DL Evans Online Banking

Login to your DL Evans bank account and navigate to the Accounts section from the main dashboard.

Login Credentials

If you don't have login credentials, contact the finance department or administrator who manages banking access.

Select the OVI GC Checking Account

From the accounts list, click on the "OVI GC CHECKING" account to access its details.

Account Selection

Make sure you're selecting the correct account. If you need to export data for multiple accounts, you'll need to repeat this process for each one.

Access the Download Function

Once in the account details page, click the "Download" button to begin the export process.

Set the Date Range for Transactions

From the download page, click "Activity" and select "Date range" to specify the time period for which you want to export transactions.

Select Start and End Date

Choose the appropriate start and end dates for the transaction period you need to export.

Date Range Limitations

DL Evans may limit the date range for a single export. If you need data for a longer period, you may need to create multiple exports with smaller date ranges.

Select the OFX File Format

Click the "Format" dropdown menu and select "Microsoft Money .ofx" as the export format.

File Format Information

The .ofx format is an XML-based standard for exchanging financial information. It's widely supported by accounting software for importing bank transactions.

Download the Transactions

Finally, click the "Download Transactions" button to generate and download the OFX file to your computer.

Next Steps¶

After downloading the OFX file, you can:

graph TD
    A[Download OFX File] --> B[Import to Accounting Software]
    B --> C{Reconcile Transactions}
    C --> D[Match to Existing Records]
    C --> E[Create New Records]
    D --> F[Complete Reconciliation]
    E --> F

Checklist¶

Log in to DL Evans online banking
Navigate to the OVI GC CHECKING account
Click the Download button
Select Activity and Date Range
Choose appropriate start and end dates
Select Microsoft Money .ofx format
Download the transactions file
Import file into accounting software

File Naming Convention

Consider renaming the downloaded file with a consistent naming convention, such as "OVIGC_Bank_YYYYMMDD-YYYYMMDD.ofx" to indicate the date range of the export.