Need to work with bank or credit card transactions stored in an OFX file but cannot open it in Excel as a table with transaction? Excel or Google Sheets or another spreadsheet app does not work with OFX files directly.
The Solution: try ProperConvert (replaced OFX2CSV) app. It can convert your transactions into a format from OFX to CSV/Excel.
This tutorial shows how to convert an OFX file from your bank or credit card statement to CSV format.
Use the ProperConvert app to convert transaction files from OFX to CSV.
Follow the steps below for the Windows version, followed by the Mac version.
Make sure you are using the latest version of OFX2CSV. Download it from the OFX2CSV download page. Start OFX2CSV and select an OFX file.
Review transactions before converting. Check that dates are correct, have the correct year, amount, withdrawals, and deposits are shown in corresponding columns.
Choose the CSV target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.
Set 'Open after conversion' to open application handling converted files to start import right after the conversion.
Click the 'Convert' button to create a CSV file.
Confirm the file name and location.
Now the CSV file is created.
Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.
Make sure you are using the latest version of OFX2CSV. Download it from the OFX2CSV download page. Start OFX2CSV and select an OFX file. IMPORTANT: OFX2CSV is now replaced with the ProperConvert app, which converts from more formats and converts to more formats.
Review transactions before converting. Check that dates are correct, have the correct year, amount, withdrawals, and deposits are shown in corresponding columns.
Choose the CSV target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.
Set 'Open after save' to open application handling converted files to start import right after the conversion.
Click the 'Convert' button to create a CSV file.
Confirm the file name and location.
Now the CSV file is created.
Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.
See this tutorial as a video: