CSV2OFX: Convert CSV to OFX
Need to import transactions, but the format is not supported? Convert CSV to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge, Banktivity, Ace Money. Work directly in Excel and copy data into the converter and convert
What can I do with CSV2OFX (CSV to OFX Converter)?
- 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 and processes your files 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.
I have an Excel file? Do I need to convert it to CSV?
In most cases no - all CSV converters can read Excel (XLSX and XLS) files. If you Excel file has multiple sheets and transactions are not on the first sheet, then yes, you need to convert to CSV the sheet with transactions.
What structure(layout) must a CSV/Excel file have?
The first line should be the header - column names in common English like date, amount, payee, memo, check number.
Every other line should be one transaction.
What is a transaction in a CSV file?
Transaction takes one line in the CSV file and must have date, amount, description, optional payee/r and check number.
Is there difference between bank and credit card transactions?
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!).
