Convert OFX files to CSV or EXCEL format and Import into Excel, QUICKBOOKS Online, Xero, YNAB

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.

Step by step instructions for Windows

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.

OFX2CSV Windows Step 1: select a OFX file

Review transactions before converting. Check that dates are correct, have the correct year, amount, withdrawals, and deposits are shown in corresponding columns.

OFX2CSV Windows Step 2: review transactions

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.

OFX2CSV Windows Step 3: CSV Target

Set 'Open after conversion' to open application handling converted files to start import right after the conversion.

OFX2CSV Windows Step 4: Open after conversion

Click the 'Convert' button to create a CSV file.

OFX2CSV Windows Step 5: click Convert

Confirm the file name and location.

OFX2CSV Windows Step 6: file name and location and save

Now the CSV file is created.

OFX2CSV Windows Step 7: csv file created

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

OFX2CSV Windows Step 8: Review created CSV file

Step by step instructions for macOS

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.

OFX2CSV Mac Step 1: select a OFX file

Review transactions before converting. Check that dates are correct, have the correct year, amount, withdrawals, and deposits are shown in corresponding columns.

OFX2CSV Mac Step 2: review transactions before converting

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.

OFX2CSV Mac Step 3: CSV Target

Set 'Open after save' to open application handling converted files to start import right after the conversion.

OFX2CSV Mac Step 4: Open after save

Click the 'Convert' button to create a CSV file.

OFX2CSV Mac Step 5: click Convert Button

Confirm the file name and location.

OFX2CSV Mac Step 6: confirm name and location and save

Now the CSV file is created.

OFX2CSV Mac Step 7: CSV file created

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

OFX2CSV Mac Step 8: Review created CSV file

See this tutorial as a video:

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