CSV2OFX: Convert CSV to OFX
Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert CSV to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge, Banktivity, Ace Money
What can I do with CSV2OFX?
- Download, install and run the software
- Select a file with transactions
- Review transactions and click Convert to create a OFX file
- Import created file to Xero, Sage One or other OFX importing software or online service
Why should I trust CSV2OFX?
- It runs on your computer - no data leaves your computer
- It does not send your transactions anywhere
- Please check our product testimonials
If I need any help with conversion, can you help me?
- Free support is available before and after the purchase
- All license options include at least 14 days of the conversion support after the purchase
- The Professional and Team licenses include ongoing conversion support
- Please use the Support page or email us at support@propersoft.net.
Can I try before purchasing?
- Yes. CSV2OFX is free to download and try.
- Your file will be fully parsed in the trial mode, so you can verify that CSV2OFX understands your transactions file correctly.
- You can create a fully functional and loadableOFX file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).
Do you have a sample CSV file to help me started?
- Yes. Please use the following CSV file. CSV2OFX can parse your CSV file much easier with expected column names.
How I should import a OFX file that CSV2OFX created into MS Money?
- Start MS Money and click File, then Import, then Import, then Downloaded Statements.
- On the file dialog, navigate to the folder where you saved a OFX file, select it and click Open.
- On the import screen, select an account from the account drop down list or select to create new account.
- Review your imported transactions (Done!).
