ProjectQuest FinanceImport statements / files
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Financial file intake
Mobile intake runtime 21.47.7.16.4 ยท CSV/statement picker, not the XLSX reference-workbook picker.
Choose one or several exports at once. The operating-system picker is intentionally unrestricted; ProjectQuest validates each selection after you choose it.
Supported structured data
CSV, TSV/TXT, XLS/XLSX, OFX/QFX/QBO, QIF, JSON/XML
Tap the native file control itself. Multiple selection is enabled. Android receives an explicit broad financial-document allowlist including CSV, spreadsheets, bank exports, PDF, and images.
PDF and statement images are selectable too, but this recovery importer will not write OCR guesses to the ledger. They remain review-first evidence in the separate OCR workflow.
Staged files
Map each structured file to a Realm account, then import the batch.