PDF2OFX: Convert PDF to OFX

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Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert PDF to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge, Banktivity, Ace Money. Create importable OFX files

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What can I do with PDF2OFX?

Why should I trust PDF2OFX?

If I need any help with conversion, can you help me?

Can I try before purchasing?

Which PDF statements are supported?

PDF statement must downloaded directly from your bank. When you open a PDF file in a PDF viewer, the text must be selectable and allowed to be copied.

Are scanned PDF statements supported?

Not a this moment. You will spend a lot of time correcting OCRed scanned document. It is faster and easier to use Excel to enter data and use one of our CSV2* converters to convert to required format.

How I should import a OFX file that PDF2OFX 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