CSV (Excel) to OFX Converter

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Convert CSV, Excel or other spreadsheet file to OFX format

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

Save time: This is the easiest and the fastest way to get your transactions for converts bank, credit card transactions converted into OFX format
Do it now: CSV2OFX is so easy to use, and, to convert converts bank, credit card transactions 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 (Excel) to OFX and close it until the next time you need it
Do not repeat yourself: You can load your converts bank, credit card transactions at once into CSV2OFX to combine and create one OFX file and load it once

What can I do with CSV2OFX?

Convert converts bank, credit card transactions (CSV (Excel)) to OFX format reviewing all transactions before converting
Use it to view your original transaction files (this is free option, no purchase required)
Combine multiple CSV (Excel) files into single OFX file and load it once
Automate conversion using commandline mode (csv2ofx.exe input.file output.OFX)

Why should I trust CSV2OFX?

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.

If I need any help with conversion, can you help me?

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.

Some feedback from our users and customers

Very Quick and accurate help.

Slow to get my code to use the software but they responded quickly when I complained.

Though the issue is still in the process of being resolved, I'm quite satisfied with the way we are being assisted. There is continuity in the investigation and I appreciate that we are being assisted by personnel(/s) who are focused on our issue. Thanks.

See more testimonials

Can I try before purchasing?

Yes. CSV2OFX is free to download and try.
Your file will be fully parsed in the trial mode, so you can verify that CSV2OFX understands your transactions file correctly.
You can create fully functional and loadable OFX file before purchasing (with limitation to 100 transactions - this limitation is removed after you register).

Can I see screenshots?

Where is the manual how to use CSV2OFX?

Start CSV2OFX, it will show the file dialog to locate a one or more of CSV (Excel) 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 the Transactions tab. If you notice that certain columns should reassigned, click the Review Mapping button and assign columns from your original file to the columns on the sidebar (for the Mac version, simply assign columns on the sidebar).
Return to the Transactions tab.
Click the Save button to save loaded transactions to OFX file.

Do you have a sample CSV file to help me started?

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

How I should import a OFX file that CSV2OFX created into MS Money?

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!).

Who is ProperSoft?

ProperSoft is small software company based in Ontario, Canada.
ProperSoft makes converters between various financial formats.