CSV, Excel (XLS, XLSX, XLSM), TXT to OFX Converter

Convert CSV, Excel or other spreadsheet file to OFX format

CSV2OFX (CSV, Excel (XLS, XLSX, XLSM), TXT to OFX) converts bank, credit card files to OFX format

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CSV2OFX, main view

What can I do with CSV2OFX?

Why should I trust CSV2OFX?

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

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CSV2OFX, main view CSV2OFX, source tab CSV2OFX, settings tab CSV2OFX, account mapping tab

Where is the manual how to use CSV2OFX?

  1. Start CSV2OFX, it will show the file dialog to locate a one or more of CSV, Excel (XLS, XLSX, XLSM), TXT 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. 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).
  3. Return to the Transactions tab.
  4. Click the Save button to save loaded transactions to OFX file.

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

How I should import a OFX file that CSV2OFX 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, nagivate 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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