CSV2OFX v3 (CSV to OFX Converter)

Convert CSV to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge

Finally, the solution to import your transactions. Convert CSV to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge, Bankivity, Ace Money. Prepare transactions quickly in Excel and convert. Create importable OFX files

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What can I do with CSV2OFX?

Why should I trust CSV2OFX?

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

Some feedback from our users and customers

Good understanding of the issues. It would be great to get the FAQ and his understanding before I bought the product. But very good quality post-sales support.

My query was responded to very quickly, accurately and with no fuss at all. Thank you.

Responsive and helpful on a Sunday afternoon. Highly satisfied.

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Can I see screenshots?

CSV2OFX, screenshot 1 CSV2OFX, screenshot 2 CSV2OFX, screenshot 3 CSV2OFX, screenshot 4

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 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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