OFX to CSV Converter
Open an OFX file and save its transactions as CSV or Excel, from any bank, right in your browser.
Drop your bank file here or choose a file
OFX, QFX or QBO · stays on your device
No signup. Your file never leaves your computer. Works in your browser.
How to convert OFX to CSV or Excel
- Find the OFX file OFX files come from bank websites and from exports in money apps. They end in .ofx.
- Drop it into the converter Choose the file or drag it onto the box above. QBO and QFX files work too.
- Check the transactions Every transaction is shown with its date, description, amount, memo, check number and type. If the file holds several accounts, pick one.
- Choose CSV or Excel Choose one amount column or separate money out and money in columns.
- Download Click Download CSV file or Download Excel file.
How to open the file
Microsoft Excel
- Open the file Double-click the downloaded file. The Excel download has real dates and numbers, ready to sort and total.
Google Sheets
- Import the file Choose File › Import › Upload and pick the CSV.
Why convert OFX to CSV
OFX files are built for software. Converting OFX to CSV or Excel turns each transaction into a row you can read, sort, filter and total, or send to a bookkeeper. It is also the quickest way to check what a bank file holds before you import it somewhere.
What is inside an OFX file
OFX (Open Financial Exchange) is the open standard behind bank downloads for money apps; QBO and QFX files use the same structure. An OFX statement has a header, a sign-on section, and then one statement per account with the account details, the date range, the list of transactions and the ending balance. Older OFX 1.x files are tagged text without closing tags; OFX 2.x files are XML. The converter reads both.
How OFX fields become columns
| In the OFX file | In the CSV or Excel file |
|---|---|
DTPOSTED (posting date, written as YYYYMMDD) | Date |
NAME (or the payee’s name) | Description |
TRNAMT (negative for money out) | Amount, or Money out and Money in |
MEMO | Memo |
CHECKNUM | Check number |
Dates are written in the format you choose (MM/DD/YYYY by default for CSV, real date cells in Excel), and amounts as plain numbers with a dot for cents. A transaction without a name takes its memo as the description.
OFX files with several accounts
A bank’s OFX download can hold more than one statement, for example a checking and a savings account in one file. The converter lists each account with its type, the last four digits of its number and its transaction count. Choose one, download it, then choose the next, so each account gets its own CSV or Excel file. Credit card statements are read the same way as bank statements; investment statements are not converted.
Supported banks and file layouts
QBO, QFX, OFX and QIF files from any bank
The reader handles both forms of OFX (the older SGML form used by QBO and QFX files, and the newer XML form), bank and credit card statements, and files that hold more than one account. QIF files from Quicken and other apps are read too, including Quicken's old date styles.
Any bank's CSV or Excel file
The converter finds the header row (even below bank names and account summaries), matches columns by name and by content, and handles one signed amount column, separate debit and credit columns, or an amount with a DR/CR column. Dates like 01/05/2026, 2026-01-05 and Jan 5, 2026 and amounts like (1,234.56) or 1234.56- are all read.
Common problems and fixes
- The converter says no statement was found
- The OFX file may hold only an investment account or account information without transactions. Bank and credit card statements are read; investment transactions are not converted.
- There are several accounts
- An OFX file can hold more than one statement. Pick each account in turn and download them separately.
- The file has no transaction IDs
- Some OFX files leave out FITIDs. The converter creates stable IDs for those transactions and tells you how many it made.
OFX vs CSV
| OFX | CSV | |
|---|---|---|
| Opens in Excel | No | Yes |
| Account details | Yes | No |
| Transaction IDs | Yes (FITID) | Only if you add a column |
| Easy to read | No: tagged text or XML | Yes: rows and columns |
Frequently asked questions
How do I convert OFX to CSV?
Drop the OFX file into the converter above, check the transactions, choose CSV and download.
How do I convert OFX to Excel?
Choose Excel before you download. You get an .xlsx workbook with real date and number cells.
Which OFX versions are supported?
OFX 1.x (the older tagged form, without closing tags) and OFX 2.x (XML). Both bank and credit card statements are read.
Can Excel open an OFX file directly?
Not as a table. Excel shows the tagged text. Convert the file here first, then open the CSV or Excel file.
What is the difference between OFX, QFX and QBO?
They share the same OFX structure. QFX files are made for Quicken and QBO files for QuickBooks, and both add Intuit's bank ID. See QBO vs QFX vs OFX vs QIF.
Can I convert OFX to QBO or QFX instead?
Yes. Choose QBO or QFX before you download, and pick the bank that should appear in QuickBooks or Quicken. The account type and ending balance come from the OFX file.
Does the CSV include the account number?
No. The CSV holds only the transactions. Convert to QBO or OFX instead if you need the account details in the new file.
Is my file uploaded?
No. It is read and converted in your browser.
Sample files
Made-up transactions you can download to see what each format looks like, or to try the converter. Open them in a text editor, or drop them into the converter above.
- Sample OFX file Plain OFX 1.02 bank statement.
sample.ofx
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Last updated · EmproIT