User guide for Bank2OFX v3 converter

How to use Bank2OFX to convert a QFX/OFX/QBO/QIF file?

  1. Start Bank2OFX, it will show the file dialog to locate a one or more of QFX/OFX/QBO/QIF 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.
  2. Click the Save button to save loaded transactions to OFX file.

How I should import a OFX file that Bank2OFX created into MS Money?

  1. Start MS Money and click File, then Import, then Import, then Downloaded Statements.
    microsoft-money-import-bank-statement-file
  2. On the file dialog, navigate to the folder where you saved a OFX file, select it and click Open.
    microsoft-money-import-file-dialog
  3. On the import screen, select an account from the account drop down list or select to create new account.
    microsoft-money-import-select-account
  4. Review your imported transactions (Done!).
    microsoft-money-import-successful

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