Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert PDF to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge, Banktivity, Ace Money
Buy Now! $49.99
Download Free Trial What can I do with PDF2OFX?
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 PDF2OFX?
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 firstname.lastname@example.org.
Can I try before purchasing?
Yes. PDF2OFX is free to download and try.
Your file will be fully parsed in the trial mode, so you can verify that PDF2OFX 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).
Which PDF statements are supported?
PDF statement must downloaded directly from your bank. When you open a PDF file in a PDF viewer, the text must be selectable and allowed to be copied.
Are scanned PDF statements supported?
Not a this moment. You will spend a lot of time correcting OCRed scanned document. It is faster and easier to use Excel to enter data and use one of our CSV2* converters to convert to required format.
How I should import a OFX file that PDF2OFX 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!).