What an OFX file holds, what actually opens one, and how to get the same transactions into a spreadsheet. If you still have the original PDF statement, upload it here and export CSV or Excel directly.
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OFX is a tagged format written for finance software to read, not for people, which is why it looks like markup in Excel. To get a spreadsheet you either import the OFX into a program that reads it and export CSV from there, or you go back to the statement the data came from. The uploader on this page reads PDF and image statements, not OFX files, and exports CSV, Excel and OFX from them.
OFX is a tagged data format designed for finance programs to read, not people. Double click it and a finance program or your browser tries to open 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.
MS Money and other desktop finance programs 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.
Converting from the statement rather than the OFX gives you the same transactions as clean columns, with dates and signed amounts you can reconcile.
Writes date, description, amount, and running balance columns that open straight into Excel or Google Sheets.
The uploader accepts PDF and image statements, including scanned copies. It does not read OFX or QFX files, so start from the statement those files were built from.
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.
Start from the PDF statement the OFX was generated from. No install and no scripting.
Drop in the PDF or scanned statement from your bank, card or brokerage. The uploader reads PDF and image files, not OFX or QFX.
Tip: Up to 50 statements can go in at once.
Every transaction is extracted and written into 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 finance software 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.
Two routes work. Import the OFX into a program that reads it, such as GnuCash or Xero, then export CSV from that program. Or go back to the PDF statement the data came from and convert that instead, which is what the uploader on this page does. It reads PDF and image statements, not OFX files.
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.
QFX is the Intuit variant of OFX and behaves the same way, so the same two routes apply: import it into software that reads QFX and export CSV, or convert the original PDF statement. The uploader here does not read QFX files, and it does not write them either: a genuine QFX carries a bank issued INTU.BID, so it exports OFX, CSV and Excel from the statement instead.
Yes, when the statement shows one. A running balance column is written into the CSV so you can confirm the ending figure against the statement, which is what 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.
Uploads here are protected by 256-bit encryption in transit and you can delete a file at any time. Before sending financial data to any online tool, confirm it encrypts uploads and lets you control deletion, and read its privacy and retention policy.
Go the other way: turn a CSV into OFX.
Convert a PDF statement straight to OFX.
Convert a PDF statement to clean CSV.
Get a PDF statement into Quicken the way that works.
Turn an OFX or QFX file into a readable PDF report.
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