CaixaUnica
How to export the OFX statement (PF checking)
In addition to the BB CSV (separate article), the PF Checking
module accepts OFX. Importer: bank-ofx. OFX is standardized and
more robust than CSV — prefer it when your bank offers it.
Most-used PF banks
| Bank | Path |
|---|---|
| Banco do Brasil | bb.com.br → Account → Statement → Save OFX. If your access doesn't expose OFX, use the CSV — see the BB CSV article. |
| Itaú | bankline.itau.com.br → Statement → Save OFX. |
| Bradesco | banco.bradesco → Statement → Export OFX. |
| Santander | santander.com.br → Statement → More options → Export OFX. |
| Caixa | internetbanking.caixa.gov.br → Statement → Save OFX. |
| Nubank | App → Account → History → Export OFX (email link). |
| Inter | inter.co → Statement → Export → OFX. |
| C6 Bank | c6bank.com.br → Statement → Share → OFX. |
Import in CaixaUnica
- Open Upload.
- Drop the
.ofxfiles; detected asbank-ofx. - Pick the PF checking account.
- Click Run.
Tips
- If you use BB and prefer the CSV path, it still works — see the BB CSV article.
- OFX includes the final balance in
<LEDGERBAL>— CaixaUnica stores it and warns from Inspector if the sum of transactions diverges. - Re-importing the same period is safe (
FITIDdedupe).