Turn a CSV export or spreadsheet of transactions into a clean OFX file that imports into Quicken, MS Money, and accounting software. Map the date, description, and amount columns and download a valid OFX in minutes.
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A CSV to OFX converter takes a spreadsheet of transactions and turns it into an OFX (Open Financial Exchange) file that Quicken, MS Money, and accounting software import directly. You map the CSV columns for date, description, and amount, and the converter writes a valid OFX with each transaction structured the way finance programs expect. This is the fix when your bank only exports CSV but your software wants an account file, so you skip retyping and get a clean import that reconciles.
Plenty of banks and fintech apps only let you export CSV, but Quicken and MS Money are built around account files. A raw CSV rarely imports cleanly, so the data sits in a spreadsheet instead of your register.
Quicken has no reliable CSV import for bank accounts, and MS Money expects OFX. A CSV that opens fine in Excel simply will not load into the register.
Column order, date format, and how debits and credits are shown vary by bank, so there is no single CSV shape any finance program will accept.
Many CSVs put debits and credits in separate columns or mix in a running balance, which breaks naive importers that expect one signed amount.
A CSV with month and day reversed or a two digit year imports transactions on the wrong date and quietly corrupts the timeline.
OFX gives each transaction a unique ID so software can skip duplicates. A plain CSV has none, so re importing doubles up transactions.
Reshaping a CSV by hand into something a program accepts is slow, error prone, and has to be redone every statement.
Upload the CSV, map the columns once, and download a valid OFX with clean dates, signed amounts, and unique transaction IDs.
Point the date, description, amount, and balance columns to your bank's layout, whatever order they come in.
Reads US and international date formats and normalizes them so transactions land on the correct day.
Combines separate debit and credit columns into the single signed amount OFX expects.
Generates a stable ID per transaction so your software skips duplicates on re import.
Need Quicken Web Connect or QuickBooks? Export the same data as QFX or QBO 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 CSV your bank, card, or app exported. Any column order works.
Tip: Excel and Google Sheets exports work too.
Tell the converter which columns hold the date, description, and amount, then it validates the data.
Tip: Split debit and credit columns are handled automatically.
Get a valid OFX file and import it into Quicken, MS Money, or your accounting program.
Tip: Reconcile against your statement to confirm the totals match.
Anyone whose bank or app only exports CSV but whose finance software wants an account file.
Import a bank's CSV export into software that only accepts OFX or Web Connect files.
Standardize CSVs from many banks into clean OFX for a consistent import workflow.
Turn a CSV from an app that has no OFX export into a file your desktop software reads.
Convert client spreadsheets into import ready OFX for reconciliation and tax prep.
If you already have a PDF statement, upload it to the bank statement to OFX converter and skip the mapping step, since the AI reads the layout for you. Use CSV to OFX when your bank or fintech app only gives you a spreadsheet export, or when you have already cleaned the data in Excel and want to push it into Quicken or MS Money. Both paths produce the same valid OFX; the difference is only where your data starts.
Turning a CSV into OFX is more than a file rename. A correct conversion normalizes the date format so nothing lands on the wrong day, merges split debit and credit columns into one signed amount, and assigns each row a unique transaction ID so your software does not create duplicates when you import again. The table below maps common CSV problems to what the OFX output does about them.
| CSV problem | What the OFX output does |
|---|---|
| Dates as MM/DD/YY or DD/MM/YYYY | Normalized to the OFX date format so the day is never ambiguous |
| Separate debit and credit columns | Merged into one signed amount per transaction |
| No transaction IDs | A stable unique ID is generated so re imports skip duplicates |
| Running balance mixed into amounts | Balance kept separate from the transaction amount |
Once the OFX is built, importing it works the same as any account file. If your destination is Quicken, you may prefer the Web Connect QFX export, and if you keep your books in a spreadsheet you can also move the other way and turn a statement into clean CSV.
Upload the CSV to the converter above, map the columns that hold the date, description, and amount, and download the OFX. The converter normalizes the dates, combines any split debit and credit columns, and assigns unique transaction IDs so the file imports cleanly into Quicken, MS Money, or your accounting software.
Quicken is built around account files like QFX and OFX and does not offer reliable CSV import for bank and credit card accounts. Converting the CSV to OFX or QFX first gives Quicken the structured file it expects, with proper dates, signed amounts, and IDs, so the transactions load into the register.
At minimum a date, a description, and an amount. If your bank splits debits and credits into two columns, the converter merges them. A running balance column is optional but helps confirm the import reconciles. You map each column during conversion, so the original order does not matter.
Yes. It reads US month and day first formats as well as international day first formats and normalizes them to the OFX date format, so transactions land on the correct day instead of being silently shifted or rejected.
No. The converter assigns each transaction a stable unique ID in the OFX, which is exactly what finance software uses to detect and skip duplicates. That means you can re import a corrected file without doubling up the transactions already in your register.
Yes. The same mapped data can be exported as QFX for Quicken Web Connect or QBO for QuickBooks, not just OFX. Pick the format your destination program reads: OFX for MS Money and open tools, QFX for Quicken, QBO for QuickBooks.
With this converter your upload is protected by 256-bit encryption in transit and you can delete your data 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.
Convert a PDF statement straight to OFX.
Export the Web Connect QFX Quicken imports best.
Go the other way: statement to clean CSV.
Get any statement into Quicken.
Get started converting bank statements to OFX.
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