OFX to CSV Converter - Open Bank Statements in Excel

Convert OFX and QFX bank files to CSV for Excel. Parse transactions from Chase, Bank of America, Wells Fargo. Browser-based, no uploads—your data stays private.

OFX/QFX Input

Drop OFX/QFX file here or click to browse

Supports OFX 1.x (SGML) and OFX 2.x (XML) formats

Date Format

CSV Output

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Frequently Asked Questions

OFX (Open Financial Exchange) is a standard format used by banks and financial institutions to export transaction data. Created by Intuit, Microsoft, and CheckFree, it allows you to download statements from your bank and import them into financial software like Quicken, GnuCash, or Microsoft Money. Banks provide OFX files (sometimes with .qfx extension) because they contain structured transaction data that's machine-readable and compatible across platforms.

Most major banks worldwide support OFX exports, including Bank of America, Chase, Wells Fargo, Citibank, HSBC, Barclays, and thousands of credit unions. Credit card companies like American Express, Discover, and Capital One also provide OFX downloads. The format is an industry standard, so if your bank offers electronic statement downloads for financial software, it likely supports OFX or QFX format.

The CSV includes all transaction details from your OFX file: transaction date (DTPOSTED), amount (TRNAMT), transaction type (TRNTYPE like debit/credit/check), payee name (NAME), memo/description (MEMO), unique transaction ID (FITID), check number if applicable (CHECKNUM), and reference number (REFNUM). Account information like account number, routing number, and balance are also extracted when available.

Yes, OFX files store dates in YYYYMMDDHHMMSS format (e.g., 20240315120000), but this tool lets you choose your preferred output format. Common options include MM/DD/YYYY (US format), DD/MM/YYYY (European), YYYY-MM-DD (ISO standard for Excel), or keep the original OFX timestamp format for precise record-keeping.

OFX files include currency codes (like USD, EUR, GBP) in the CURDEF field, which are preserved in the CSV output. For international transactions, the original currency (ORIGCURRENCY) and exchange rates may be included if provided by your bank. All monetary amounts are extracted exactly as reported, with negative values for debits and positive for credits, maintaining the precision from your bank's data.

Yes, the tool extracts complete account information from OFX files including account number (ACCTID), routing number (BANKID), account type (checking/savings/credit), statement start and end dates, and ledger balance (BALAMT). This metadata is included at the top of the CSV or in a separate section, depending on your output preferences, giving you complete statement context.

Both formats are fully supported. QFX files are simply OFX files with a different extension, used by Quicken software. The tool handles both OFX 1.x (SGML-style with) and OFX 2.x (proper XML format), automatically detecting which version your file uses and parsing accordingly. This means bank downloads, Quicken exports, and GnuCash exports all work seamlessly.

Absolutely. This tool processes OFX files entirely in your browser using JavaScript—no data is uploaded to any server. Your financial transactions never leave your device. The conversion happens locally on your computer, making it completely private and secure. You can even use the tool offline once the page loads. We never see, store, or transmit your banking information.

Yes, the converter handles OFX files of any size, including multi-year statements with thousands of transactions. Browser-based processing is efficient even for files with 10,000+ transactions. Large files may take a few seconds to parse, but there's no file size limit. If you have multiple OFX files from different accounts or date ranges, you'll need to convert them individually.

After converting, download the CSV file and open it in Excel using File > Open or by dragging into Excel. To preserve formatting, use Data > From Text/CSV and specify comma as delimiter. In Google Sheets, use File > Import > Upload and choose 'Comma' as the separator. Date columns may need formatting: select the column, right-click, and choose 'Format Cells' to set your preferred date display.

OFX/QFX Input

CSV Output

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