Guides
How to export your Nubank account statement and import it into Organizi
The Nubank app emails your account statement as PDF and OFX. Organizi reads the OFX file and organizes your month from it.
Export the statement in the Nubank app
- 1On the home screen, open your Nubank account area.
- 2In the actions menu, swipe left and tap “Exportar extrato” (Export statement).
- 3Pick the month you want. Every month since the account was opened is available.
- 4Tap “Exportar extrato”. The PDF and OFX files arrive at the email registered with Nubank.
Import into Organizi
- 1On your phone, open the email from Nubank and save the .ofx file.
- 2Share the file with Organizi or pick it in the app’s statement import.
- 3Review the transactions before saving. You can send several months at once.
Use the .ofx file. If a file is not read correctly, Organizi warns you before saving.