Convert transactions to a format importable by Sage

Sage imports OFX files. Sage exists as desktop software (Sage 50) and online accounting service (Sage One). It is important for both Sage products that the bank ID, the branch ID, the account number on OFX files to match account settings in Sage software.

Convert to the OFX format

OFX files are Open Financial Exchange files. This is a preferred and only format for Sage.