CSV to OFX Converter — Spreadsheet to Bank Format
Convert CSV spreadsheets to OFX (Open Financial Exchange) format for import into QuickBooks, Quicken, and personal finance apps. Your data stays completely private.
How to Convert CSV to OFX
Prepare Your CSV
Create a CSV file with Date, Description, and Amount columns. You can export this from Excel, Google Sheets, or any accounting software. The first row must be column headers.
Drop and Convert
Drag your CSV onto the converter or click to browse. Click "Convert to OFX" and the tool generates a standard OFX 1.02 file with all your transactions properly formatted.
Import to Accounting Software
Download the OFX file and import it into QuickBooks, Quicken, Microsoft Money, or any other application that supports the Open Financial Exchange format.
The OFX format is the industry standard for financial data exchange. Banks, credit unions, and accounting platforms use it to import and export transaction records. By converting your CSV to OFX, you can seamlessly move data between spreadsheet applications and professional accounting tools.
Your CSV should use standard column headers like Date, Description, Amount, and optionally Type (DEBIT or CREDIT), Memo, and CheckNumber. Negative amounts are automatically treated as debits, positive amounts as credits. The converter also normalizes date formats including YYYY-MM-DD, MM/DD/YYYY, and more.
OFX files generated by this tool include proper SGML headers, bank account information, and transaction detail tags. This ensures compatibility with the widest range of financial software without manual adjustment.
This tool is ideal for accountants, bookkeepers, and small business owners who need to upload transaction records from spreadsheet exports into their accounting systems. It eliminates the manual data entry that often introduces errors and wastes hours of productivity.