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)?

Why should I trust CSV2OFX?

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

Can I try before purchasing?

Do you have a sample CSV file to help me started?

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?

  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