Can I use Switchbooks without connecting my bank?

Asked by Ryland B.

Can I use Switchbooks without connecting my bank?

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.

More answered questions

Your books, done.

$25/month. Every feature included.