User guide for CSV2OFX v3 converter

How to use CSV2OFX to convert a CSV file?

  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, 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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