Turn an OFX or QFX file into a clean CSV spreadsheet you can open in Excel or Google Sheets. Every transaction becomes a row with date, description, amount, and balance columns, ready to sort, filter, and categorize.
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An OFX to CSV converter reads the transactions inside an OFX or QFX file and writes a plain CSV spreadsheet with one row per transaction and columns for date, description, amount, and balance. Upload the OFX, and download a CSV that opens directly in Excel or Google Sheets. This is the fix when your bank or Quicken gives you an OFX file but you need the data in a spreadsheet to sort, filter, categorize, or hand to an accountant, since OFX is a structured format built for finance software, not for reading by eye.
OFX is a tagged data format designed for finance programs to read, not people. Double click it and Quicken or your browser tries to import it, but Excel shows a wall of tags instead of clean rows.
An OFX file is structured tags, not rows and columns. Open it in Excel and you see SGML style markup, not the transactions you wanted to sort.
Quicken and MS Money read OFX happily but do not export a clean CSV of a single imported file, so the data feels stuck in the program.
Budgeting, expense reports, and tax prep all want the data in a spreadsheet where you can add categories, pivot, and total by month.
A bookkeeper or accountant usually wants CSV or Excel, not an OFX file they would have to import into their own software first.
A sloppy conversion can drop the running balance or mangle the date format, which breaks any reconciliation you do in the sheet.
Pulling transactions out of an OFX by hand is tedious and easy to get wrong across hundreds of lines.
Upload the OFX or QFX and download a clean CSV with proper columns, correct dates, and the balance preserved.
Writes date, description, amount, and running balance columns that open straight into Excel or Google Sheets.
Handles OFX 1.x and 2.x plus the QFX variant Quicken produces, from banks, cards, and finance software exports.
Converts OFX date stamps into a clean, readable date so nothing lands on the wrong day in your sheet.
Keeps debits and credits signed correctly so your column totals and running balance stay accurate.
Need an .xlsx workbook instead of CSV? The same data exports to Excel in one click.
256-bit encryption in transit and you can delete your uploaded file at any time.
No install, no scripting, no credit card to start.
Drop in the OFX or QFX file from your bank, card, or finance software. Both OFX 1.x and 2.x work.
Tip: QFX files from Quicken are handled too.
The converter parses every transaction and builds a clean spreadsheet with proper columns.
Tip: Choose CSV or Excel output.
Download the CSV and open it in Excel or Google Sheets to sort, filter, and categorize.
Tip: Check the total against your statement to confirm nothing dropped.
Anyone with an OFX file who needs the transactions in a spreadsheet instead of finance software.
Turn a client OFX download into CSV to categorize and import into whatever ledger the client uses.
Get transactions into a spreadsheet for review, tie outs, and tax prep without importing into Quicken first.
Move OFX data into a sheet to pivot, chart, and total spending by category and month.
Convert a bank OFX export into CSV to build expense reports and share with a bookkeeper.
Banks and finance programs love OFX because software reads it cleanly, but a spreadsheet is what you want the moment you need to categorize spending, build an expense report, or hand transactions to an accountant. Converting OFX to CSV unpacks the tagged file into ordinary rows and columns: one line per transaction, with the date, description, amount, and balance laid out so you can sort and filter in Excel or Google Sheets. If you specifically want a formatted workbook rather than a comma file, you can turn the same statement data into a ready to use spreadsheet in seconds.
The value is in getting a spreadsheet you can actually reconcile against. A correct conversion reads the OFX date stamp into a clean date, keeps debits and credits signed so column totals are right, and carries the running balance through so you can check the ending figure. The table below shows how the tagged OFX fields map to spreadsheet columns.
| OFX field | CSV column |
|---|---|
| DTPOSTED date stamp | A clean, readable transaction date |
| NAME and MEMO | A single description column |
| TRNAMT amount | A signed amount, debits negative |
| Ledger balance | A running balance column |
Prefer a formatted workbook with a header row and columns ready for formulas? The OFX to Excel converter writes an .xlsx file from the same OFX. Going the other direction is just as common: if a program only accepts an account file, use the CSV to OFX converter to turn a spreadsheet back into OFX. And if you started from a PDF rather than an OFX, the bank statement to OFX converter reads the statement directly.
Upload the OFX or QFX file to the converter above and download the CSV. The converter parses every transaction and builds a spreadsheet with date, description, amount, and balance columns that opens directly in Excel or Google Sheets, with correct dates and signed amounts.
OFX is a tagged data format built for finance software, not a spreadsheet, so opening it in Excel shows the raw markup instead of rows. Converting it to CSV first unpacks those tags into ordinary columns, which is what lets you sort, filter, and total the transactions.
Yes. QFX is the Quicken variant of OFX, and the converter reads it the same way. Upload a QFX file exported from Quicken or downloaded from your bank and you get the same clean CSV of dated, signed transactions.
Yes. When the OFX carries ledger balance data, the converter includes a running balance column in the CSV so you can confirm the ending figure matches your statement. That makes the spreadsheet reconcilable rather than just a list of amounts.
Yes. The same transactions can be exported to an .xlsx Excel workbook rather than a plain CSV. Pick CSV when you want a simple file any tool reads, or Excel when you want formatting and formulas ready to go.
Your upload is protected by 256-bit encryption in transit and you can delete the file at any time. Before sending financial data to any online tool, confirm it encrypts uploads and lets you control deletion, and review its privacy and retention policy.
Go the other way: turn a CSV into OFX.
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