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Convert CSV to OFX

Transform your CSV financial statements into OFX format locally in your browser snippet. No data is sent to our servers.

1 Load your CSV file

Drag and drop your CSV file here, or click to browse

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Why Convert CSV to OFX?

Many banks and credit card companies provide statement downloads in CSV (Comma Separated Values) format. While CSV files are easy to open in spreadsheet software like Excel or Google Sheets, they lack standardization when it comes to importing data into personal finance software.

OFX (Open Financial Exchange) is a standardized file format built specifically for sharing financial data. Because it has a strict structure, accounting software can read OFX files flawlessly, automatically categorizing transactions, matching payees, and preventing duplicates.

100% Private, Local Conversion

Financial data is sensitive. Unlike other converters that upload your bank statements to a remote server, our tool performs the CSV to OFX conversion entirely inside your web browser using JavaScript. Your financial transaction data never leaves your computer, ensuring complete privacy and security.

Supported Accounting Software

Once you generate your OFX file, it can be imported into almost any major personal finance or accounting application, including:

  • GnuCash: Go to File > Import > Import OFX/QFX...
  • Moneydance: Go to File > Import and select the file.
  • Xero: Go to Accounting > Bank accounts > Manage Account > Import a Statement.
  • QuickBooks: (Supported depending on version, sometimes requires QBO variant).
  • YNAB (You Need A Budget): Drag and drop the OFX file onto the web interface.

Frequently Asked Questions

Yes, it is 100% free with no limits. As for safety, the conversion happens entirely locally in your browser using JavaScript. We do not upload your financial CSV files to our servers, so your data remains private on your machine.
Different banks format CSVs differently. Usually, withdrawals/expenses are negative numbers. If your bank CSV shows expenses as positive numbers, you may need to open the CSV in Excel/Sheets temporarily to multiply the column by -1, or adjust the import settings in your target accounting software.
Our tool attempts to smartly parse standard date formats (like YYYY-MM-DD, MM/DD/YYYY). Ensure your CSV date column is relatively consistent. The OFX output will automatically standardize these into the required YYYYMMDD format.
QIF is an older, outdated format. OFX is the modern Open Financial Exchange standard supported by most software. QFX is Intuit's proprietary version of OFX used specifically for older versions of Quicken (though many modern versions can read standard OFX).
Ensure that you've correctly mapped the "Amount" and "Date" columns. The amount column must contain valid numbers (e.g., -50.00 or 120.50) without currency symbols. If your CSV has thousands separators (like 1,000.00), our tool will usually strip them, but occasionally highly custom formatting can cause issues. Data cleanup in a spreadsheet beforehand never hurts!
Usually no. Most modern accounting software will recognize the transactions and ask you which internal account to import them into manually. However, providing generic identifiers (like "1234") helps strict software parser requirements. Our tool adds defaults if you leave them blank.
Currently, the tool processes one CSV file at a time to ensure column mappings are accurate for that specific bank's format. You can combine your CSVs manually first if they share the exact same column structure before uploading.

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