CSV to OFX Converter

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Microsoft Windows
XP/Vista/7

Convert CSV, Excel or other spreadsheet file to OFX format

CSV2OFX (CSV to OFX) converts bank, credit card, investment account files to OFX format.

Does your bank (credit card company, investment broker) allow to download your transactions only in the CSV format?
Do you have your transactions entered in Excel (because it is fast and easy), but your finance/accounting software is limited to some weird formats like OFX, ASO, QIF)? Or does your accountant keep asking you for these file formats?
Are you that accountant who needs data in that structured format so your software can process, but your client sends to you some spreadsheet?

Having data entered in format your software does not understand is... frustrating experience... especially when you need that report right now.

CSV2OFX is exactly what you need to convert your CSV file to OFX that your software (MS Money, Simply Accounting or others) understands.

Save your time: This is the easiest and the fastest way to get your transactions for bank statement, credit card statement, investment activity statement converted into OFX format
Do it now: CSV2OFX is so easy to use, and, to convert bank statement, credit card statement, investment activity statement to OFX, you don't have learn anything (it will ask to point to the original file, show it for review, and you just press the Save button to save a OFX file)
Keep it simple: Download in seconds, install in seconds, no current software altering, no plugins to plug - just run the program, convert your file from CSV to OFX and close it until the next time you need it
Do not repeat yourself: You can load your bank statement, credit card statement, investment activity statement at once into CSV2OFX to combine and create one OFX file and load it once

Convert bank statement, credit card statement, investment activity statement (CSV) to OFX format reviewing all transactions before converting
- Convert CSV to OFX
- Convert XLS (Excel) to OFX (open the file in Excel, copy cells with transactions to the clipboard, and then click the Paste from clipboard in CSV2OFX)
- Convert any spreadsheet data into OFX (open the file in your spreadsheet software, copy cells with transactions to the clipboard, and then click the Paste from clipboard in CSV2OFX)
Use it to view your CSV files (this is FREE option, no purchase required)
Manually remap transaction data elements and access mapping profiles in one click
Combine multiple bank statement files into single OFX file and load it once
Automate conversion using commandline mode (csv2ofx.exe input.file output.OFX)

CSV2OFX runs on your desktop - there is no uploading, downloading, Internet interactions, website logins and email confirmations (and other things like that). Only you, your computer, your file and CSV2OFX.

Yes. CSV2OFX is free to download and try.
Your file will be fully parsed in the trial mode, so you can verify that CSV2OFX understand your transactions file correctly.
You can create fully functional and loadable OFX file before purchasing (with limitation to three transactions - this limitation is removed after you register).

We will help you (30 days of premium email support is included with your order, and more support is available)
Please use the Support page or email us at support@propersoft.net.

Start CSV2OFX, it will the file dialog to locate a one or more of CSV files. Click on the file (or hold CTRL and click on more than one file to select multiple files) and click Open on the file dialog.
Review transactions (optional). If CSV2OFX cannot parse and recognize your file automatically, it will open the mapping dialog to map each column for specific transaction data element
Click the Save button to save loaded transactions to OFX file or print them.

Yes. Please use the following CSV file. CSV2OFX can parse your CSV file much easier with expected column names.

Start MS Money and click File, then Import, then Import, then Downloaded Statements.
On the file dialog, nagivate to the folder where you saved a OFX file, select it and click Open.
On the import screen, select an account from the account drop down list or select to create new account.
Review your imported transactions (Done!).