Upload a statement and download a tagged OFX file in seconds, ready to import into Quicken, MS Money, and accounting software. The AI reads any US bank, scanned or digital, into date, description, debit/credit, and running balance.
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A bank statement converter turns a PDF bank statement into a clean OFX file in seconds, with separate fields for date, description, debit, credit, and running balance. Upload a single statement or a full year at once, from any US bank, scanned or digital, and download an OFX file that is ready to import into Quicken, MS Money, and accounting software to reconcile, categorize, or hand to your accountant. There is no manual retyping, no broken tables, and no 90-day download limit.
Last updated July 2026
Automatically convert bank statements to a structured OFX file (date, description, debit/credit, running balance) for faster reconciliation and analysis, with no manual data entry.
| Date | Description | Amount |
|---|---|---|
| 03/04 | ACH DEPOSIT PAYROLL | +2,400.00 |
| 03/06 | POS PURCHASE | -42.50 |
| 03/09 | WIRE TRANSFER JONES | -1,180.00 |
| 03/12 | CARD FEE | -3.99 |
| 03/15 | INTEREST PAID | +0.84 |
Convert bank statements to clean, tagged OFX files in minutes, with no manual data entry.
Three steps to a clean OFX file
PDF or image statements from any bank. Bulk uploads supported.
AI reads each transaction into date, description, debit/credit, running balance and a unique FITID.
A tagged OFX file ready for Quicken, MS Money, and accounting software, or export to CSV.
Your financial data is encrypted, access-controlled, and never stored longer than needed.
TLS 1.2+ in transit and AES-256 at rest for all files and results.
Granular role-based permissions and audit trails for every action.
Data minimization, short-lived processing, and optional zero-retention.
Support for SSO/SAML, DPAs, BAAs, and regional data residency (Enterprise).
Many banks deliver statements as encrypted, password-protected PDF files. OFXStatement handles them seamlessly. Just enter the password when prompted and the converter does the rest.
Encrypted PDFs are detected instantly on upload. A simple password prompt appears, then enter the password and extraction begins.
After unlocking, the full document preview loads so you can verify the right file before exporting.
Your password is used only to unlock the file for processing and is not retained after extraction is complete.
This document is password protected.
Unlike generic PDF tools, OFXStatement is purpose-built to recognize transaction tables, running balances, and banking layouts.
Purpose-built models handle noisy scans, multi-page statements and complex layouts.
Clean columns (date, description, amount, balance, currency) mapped consistently.
Encrypted in transit and at rest. Optional zero data retention for Enterprise.
Turn raw bank transactions into categorized financial reports with a single click. AI classifies every transaction into income and expense categories, so you get a complete P&L breakdown without manual work.
AI reads each transaction description and assigns it to a meaningful category such as payroll, rent, revenue, transfers, and more.
Tell the AI what to focus on: separate business vs personal expenses, identify add-backs for EBITDA, flag owner draws, or any other analysis.
Merge months or accounts into one report for a complete financial picture across time periods.
Download categorized reports as an OFX file, or export to CSV, with every individual transaction listed under its category.
There are four common ways to get a PDF bank statement into Quicken, MS Money, or accounting software. Three of them break the moment you hit a scanned file, a multi-page statement, or an unusual bank layout, which is why most accountants and finance teams switch to an automated converter that outputs OFX.
Upload the PDF, let the AI read the transaction table, and download an OFX file ready to import into Quicken, MS Money, and accounting software. This is the only method that handles scanned statements, hundreds of pages, password-protected files, and any US bank without manual cleanup. Batch upload converts a full year of statements at once.
In Excel, use Data, then Get Data, then From File, then From PDF. It works only when the statement has selectable text and clean tables. It fails on scanned PDFs, splits transactions across pages, and usually needs heavy manual fixing before the numbers line up.
Most online banking portals export only a recent window, often 90 days to about 18 months, and never the older or closed periods. For anything before that window, or for an account you no longer access, the PDF statement is the only source, so you still need to convert it.
Typing transactions into a spreadsheet by hand works for a single short statement, but it is slow and error-prone. A misread digit or a transposed amount can throw off a whole reconciliation, so it does not scale once you have more than a page or two.
Once your transactions are in a clean OFX file, you can categorize the transactions, build a profit and loss report, reconcile against your books, or hand a clean, structured file to lenders and underwriters and accountants. Need a bank-specific walkthrough? See the Chase, Bank of America, and Wells Fargo converters.
If you are starting from a PDF and want the finished account file, the PDF to OFX converter handles that one step, and the bank statement to OFX converter covers the full workflow across every bank and account type. Quicken users generally want a QFX instead, which the PDF to QFX converter produces. To understand what is actually inside the file your software reads, including the transaction and balance blocks an import depends on, see the OFX file format reference.
A bank statement converter transforms PDF or image statements into a structured OFX file so you can import into Quicken, MS Money, and accounting software and reconcile faster with clean fields like date, description, debit/credit, and running balance.
You can download results as OFX, ready for Quicken, MS Money, and accounting software, or as CSV. Bulk exports are supported for faster processing.
Yes. The converter is built to handle scanned and multi-page statements, noisy images, and varying layouts from different banks.
Files are transferred over secure connections and stored safely. You can delete your data at any time.
Yes. If your bank statement PDF is password protected, OFXStatement will detect it automatically and prompt you for the password. Once entered, the file is unlocked and converted just like any other statement.
Upload your PDF bank statement to OFXStatement and download the OFX file, ready to import into Quicken, MS Money, and accounting software. The AI reads the transaction table and outputs clean fields for date, description, debit, credit, and running balance. There is no manual copying, and it works on statements from any US bank.
Convert a bank statement to CSV the same way you convert it to OFX: upload the PDF and choose CSV on download. A CSV file imports cleanly into QuickBooks, Xero, accounting tools, and spreadsheets, which is why some bookkeepers pick it for bulk transaction imports.
Accuracy is high because the converter is purpose-built for banking layouts, not generic PDF extraction. It captures running balances, reads multi-page and scanned statements, and keeps every transaction in order. You can preview the output and verify totals before exporting to OFX or CSV.
Yes. The converter uses OCR built for financial documents, so scanned and photographed statements convert to OFX just like digital PDFs. This is where Excel's own Get Data from PDF feature fails, because it cannot read images, only selectable text.
"Cut our statement processing time by 80%. What used to take hours now takes minutes."
"Finally a tool that handles scanned bank statements properly. The OCR accuracy is impressive."
"The QuickBooks export saves us so much time. Clean data, ready to import immediately."
Aug 4, 2026
Quicken accepts a CSV, but only a strictly formatted one, and Windows and Mac want different layouts. Here are the exact columns, the date rules, why CSV import duplicates every row you reimport, and when a QFX is the better file to use.
Read more →Aug 3, 2026
CC-502 means bank-side maintenance, and Quicken tells you not to deactivate the account for it. Here is what CC-502, CC-501 and CC-503 each actually mean, the official fix for each, and how to recover the transactions the outage skipped.
Read more →Aug 1, 2026
Banktivity imports QIF, OFX, QFX, QMTF and CSV files, and it tells you outright to prefer the first three because they carry the most complete transaction data. Here is how each import actually works, what CSV quietly costs you, and the route to take when your bank stops offering anything but a PDF.
Read more →Get started converting bank statements to OFX.
USD
per month
billed as
$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
per month
billed as
$888 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
