Can I use Switchbooks without connecting my bank?
Asked by Ryland B.
Answer
By Ryland Beard, founder of Switchbooks · October 6, 2026
Yes. You can import CSV, Excel, PDF or OFX files from your bank instead, and Elliott works through them the same way he works through a live feed.
The bank connection is better, because it keeps the books current without you doing anything and it lets Elliott see both sides of a transfer. But plenty of people start with files and connect later, and nothing is lost when they do.