To Excel/CSV: Convert transactions to a CSV or Excel compatible format
To work with your bank or credit card transactions as a spreadsheet in software like Excel or Google Sheets or Open office, the transactions must be in CSV or Excel (XLS or XLSX) format.
Extract transactions from PDF files
PDF files are great to view and print transactions, but suitable for printing or archiving statement. PDF files are not to work with as spreadsheet or import into accounting software like Quickbooks or Quicken or Xero. To extract transactions from PDF files downloaded from your bank, use PDF2CSV or Bank2CSV converter. The converter is designed to look for transaction details only, leaving other details from the documents. Unlike other 'generic' PDF text/table extractors saving all details into Excel file, Bank2CSV and PDF2CSV target transactions only leaving the 'noise' behind.
Extracting transactions from OFX, QFX, QBO, QIF files
OFX, QFX, QBO, QIF formats are great to store transaction details and import into accounting software. Many accounting products prefer to work with these formats as they provide only one way to store transaction details, so there are less errors in parsing these files. However, for human beings, these formats are not good to view, read or work with. Use converters like OFX2CSV, QFX2CSV, QBO2CSV, QIF2CSV or Bank2CSV to view OFX/QFX/QBO/QIF file and convert transactions to CSV or Excel format.
Reformat CSV/Excel files into specific layouts
Some CSV files like PayPal transaction downloads or Stripe transaction export have too many columns to work with. When usually details like date, amount, description, check number are needed, such CSV files have many other details. When you try to import such CSV files into Xero or Quickbooks Online/SelfEmployed or Quicken for Mac or other accounting software 'supporting' CSV import, the software often refusing to import such CSV files.
CSV2CSV converter is designed help you extract required transaction details and create a new CSV file ready to import into specific accounting products demanding certain CSV layout (or column order or column names).
Quicken for Mac (CSV Mint) (date, amount, description)
Clipboard (all details are included, no CSV file created, copy and paste directly in Excel)
Import bank transaction files (OFX, QFX, QBO, QIF, PDF) into Excel
Import bank transactions into Excel (or convert to CSV and open either in Excel or other spreadsheet software). Online banking sites (as well online credit card sites or investment brokers) provide “accounting downloads” in PDF, QIF, OFX, QFX, QBO formats. To open these files in Excel (or convert to CSV), use the converters listed below. Bank2CSV and QIF2CSV converters support extended QIF format to convert data exported from Quicken as QIF format (for transactions, memorized transactions and categories).
Log into online banking and download available QIF, OFX, QFX, QBO format
QBO2CSV helps to convert QBO, QBX files to CSV format
Import transactions directly into Excel without saving to CSV file
Select the converter above, install and start it
On the file selection dialog, select and open your bank statement file
Click “Copy to clipboard” button and switch to Excel (start Excel or press CTRL+TAB)
Click Edit then Paste to paste your transactions
Convert bank transactions to a PDF file
Select the converter above, install and start it
Open your bank statement file
Click “Print” button and switch to Excel (start Excel or press CTRL+TAB)
Click “Export to PDF” (acrobat icon) button
Import Quicken QFX files into Excel
QFX files are extended OFX files and are not easy to read or work with if you are a bookkeeper or an accountant. QFX files are great to import transactions into accounting software like Quicken. QFX files are usually provided in your bank's Online Banking.
Can Excel open QFX/QBO/OFX/QIF/PDF files?
No. You can try to manipulate QFX/OFX/QBO files into XML files, and then try to open this XML file in Excel. You can copy and paste from PDF files into Excel one row/column Save your time and use a specialized tool: Bank2CSV. Check if your bank provides CSV or Excel download.
How to import a QFX, QBO, OFX, QIF, PDF file into Excel
Login into online banking for your bank and download a transactions file (look for "Accounting Download" or "Download Transactions")
Review transactions to make sure you opened a correct file
Select a CSV target as Xero CSV and click Convert to create a CSV file
Supported Account types
Bank (Checking/Savings/Credit Line) (PDF, QFX, QBO, OFX, QIF, CSV)
Credit Card (PDF, QFX, QBO, OFX, QIF, CSV)
Investment (QFX, QBO, OFX, QIF)
Why there are so many different converters?
Specific format converter covers columns for a specific format only (for example, PDF2CSV shows only date, amount, payee, memo, check number, reference, balance and does not show investment related columns)
Choose a converter for your specific situation, for example, if you have specific one-time conversion like QIF to CSV, use QIF2CSV
if you need to use the converter regularly and for different formats, use Bank2CSV