OFX2CSV: Convert OFX to CSV/Excel

What can I do with OFX2CSV (OFX to CSV/Excel Converter)?

• Download, install and run the software
• Select a file with transactions
• Review transactions and click Convert to create a CSV/Excel file
• Import created file to Excel, Quicken for Mac, Quickbooks Online

Why should I trust OFX2CSV?

• 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. OFX2CSV is free to download and try.
• Your file will be fully parsed in the trial mode, so you can verify that OFX2CSV understands your transactions file correctly.
• You can create a fully functional and loadableCSV/Excel file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).

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.

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

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.

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

Click 'Convert' button to create a CSV file.

Confirm the file name and location.

Now the CSV file is created.

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

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.

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

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.

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

Click 'Convert' button to create a CSV file.

Confirm the file name and location.

Now the CSV file is created.

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