Open an OFX file in Excel

Use the ProperConvert app to convert your transaction files to CSV/Excel formats.

OFX Format

OFX files are offered in online banking to download transaction details. OFX files provide the date, amount, payee/payer, memo, check number, investment details for investment transactions. OFX files are also called "Microsoft Money" files.

How to view or open an OFX file

• Download and install the ProperConvert app
• Start the app and locate an OFX file
• Review transactions
• Click Save to save a CSV file and then open it in Excel (or other spreadsheet application) or click Copy to clipboard and then switch to Excel and click Paste there

Supported Account types

• Bank (Checking/Savings/Credit Line)
• Credit Card
• Investment

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