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. Extract transaction data from CSV or Excel files from your bank
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!).
