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. Open files in XLS and XLSX or CSV formats. Create importable OFX files
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
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.