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OFX to CSV Converter
Extract bank OFX transactions into a CSV that keeps dates, signed amounts and source IDs visible.
OFX → CSV workbench
Your file stays in this browser.
Before you convert
A clear path from source to output.
- 01
Prepare the source
Use the statement exported by your bank, rather than a PDF statement. The tool accepts one bank or credit-card account and rejects mixed-account or investment statements.
- 02
Review the transformation
The CSV retains transaction-level fields rather than the entire OFX document. The posted date is represented as a calendar date; intraday timestamps and statement-level balances are not additional transaction rows.
- 03
Check the destination
A running balance is not the same thing as the sum of exported transactions unless the opening balance is zero. Use the bank statement to reconcile the period and retain account metadata separately when sharing a spreadsheet.
What to check in the preview
Compare the record count, date range, deposits and withdrawals with your source. A download is not a completed import or an account reconciliation.
The tool handles one local file up to 5 MB. Invalid records block export. Format-specific limitations appear before you download.
Questions about this conversion
Is the file uploaded?
No. File reading, validation and conversion run in your browser. Analytics never receive file contents.
What does CSV output keep?
The CSV retains transaction-level fields rather than the entire OFX document. The posted date is represented as a calendar date; intraday timestamps and statement-level balances are not additional transaction rows.
What are the limits?
A running balance is not the same thing as the sum of exported transactions unless the opening balance is zero. Use the bank statement to reconcile the period and retain account metadata separately when sharing a spreadsheet.
Step-by-step companion