OFX2CSV: Convert OFX to CSV/Excel

Finally the solution to convert your transaction files into a readable format ready to archive or print. Convert OFX to CSV/Excel and import into Excel, QB Online, Xero, YNAB. Review transactions in a readable view before converting



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Convert OFX files to CSV or EXCEL format and Import into Excel, QUICKBOOKS Online, Xero, YNAB

This tutorial shows how to convert OFX file from your bank or credit card statement to CSV format. We will use OFX2CSV utility.

Step by step instructions for Windows

See below steps for the Windows version, followed by the Mac version.

Make sure you are using the latest version of OFX2CSV. Download it from the OFX2CSV download page. Start OFX2CSV and select an OFX file.

OFX2CSV Windows Step 1: select a OFX file

Review transactions before converting. Check that dates are correct, have correct year, amount, withdrawals and deposits are shown in corresponding columns.

OFX2CSV Windows Step 2: review transactions

Choose the CSV target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.

OFX2CSV Windows Step 3: CSV Target

Set 'Open after conversion' to open application handling converted files to start import right after the conversion.

OFX2CSV Windows Step 4: Open after conversion

Click 'Convert' button to create a CSV file.

OFX2CSV Windows Step 5: click Convert

Confirm the file name and location.

OFX2CSV Windows Step 6: file name and location and save

Now the CSV file is created.

OFX2CSV Windows Step 7: csv file created

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

OFX2CSV Windows Step 8: Review created CSV file

Step by step instructions for macOS

Make sure you are using the latest version of OFX2CSV. Download it from the OFX2CSV download page. Start OFX2CSV and select an OFX file.

OFX2CSV Mac Step 1: select a OFX file

Review transactions before converting. Check that dates are correct, have correct year, amount, withdrawals and deposits are shown in corresponding columns.

OFX2CSV Mac Step 2: review transactions before converting

Choose the CSV target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.

OFX2CSV Mac Step 3: CSV Target

Set 'Open after save' to open application handling converted files to start import right after the conversion.

OFX2CSV Mac Step 4: Open after save

Click 'Convert' button to create a CSV file.

OFX2CSV Mac Step 5: click Convert Button

Confirm the file name and location.

OFX2CSV Mac Step 6: confirm name and location and save

Now the CSV file is created.

OFX2CSV Mac Step 7: CSV file created

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

OFX2CSV Mac Step 8: Review created CSV file