Convert OFX to CSV | OFX to Spreadsheet

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Convert Complete

CSV Spreadsheet Format
valid rows

Extract all transaction fields from OFX bank files into a clean CSV spreadsheet. Every field stays in its own column for maximum flexibility. Your data never leaves your browser.

Starting from $5 — see pricing & bundles
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Files never leave your browser
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Download Sample OFX

Valid OFX file with sample transactions

Sample OFX File

How It Works

1

Export from Banking

Accounts → Transaction History → Export

2

Upload and Configure

Upload OFX/QFX/QBO Bank Transactions CSV and choose OFX Bank Export (CSV) format

3

Preview and Download

Review converted data, download Csv-ready file

4

Open in spreadsheet

Open the CSV file in Excel, Google Sheets, or any spreadsheet application

Output is in CSV Spreadsheet format — ready to import directly, no manual reformatting needed.

Quick Answers

What columns does the CSV output include?

The CSV includes 8 columns: Date, Type, Amount, Payee, Memo, Check Number, Reference, and Transaction ID. Every field from the OFX file gets its own column for maximum flexibility.

Can I open the CSV in Excel?

Yes! CSV files can be opened directly in Microsoft Excel, Google Sheets, LibreOffice Calc, or any other spreadsheet application. Just double-click the file or use File > Open.

Is my financial data safe?

Absolutely. All conversion happens entirely in your browser using client-side processing. Your OFX file is never uploaded to our servers. Your bank transactions never leave your computer.

Why Convert OFX to CSV?

OFX Files Are Hard to Work With

OFX (Open Financial Exchange) files are XML-based bank statements: - Not readable: OFX contains XML tags that are unreadable in text editors - No spreadsheet support: Excel and Google Sheets can't open OFX files - Data locked in: Transaction data is trapped in a software import format Converting to CSV unlocks your bank data for spreadsheet analysis and reporting.

What This Tool Does

We extract every field from your OFX file into separate CSV columns with all 8 fields separated: Date, Type, Amount, Payee, Memo, Check Number, Reference, and Transaction ID. Unlike other converters that merge fields together, we keep every field in its own column so you can sort, filter, and analyze independently.

Your Data is Safe

Bank-Level Security

256-bit SSL encryption. Same standards as major financial institutions.

No Data Storage

Files are processed directly in browser. No calls to our servers.

GDPR Compliant

Full EU data protection compliance. Your privacy rights protected.

ISO/IEC 27001 Certified GDPR Compliant Swiss Privacy CCPA Compliant

Field Mapping

How Banking Ofx fields map to Csv Bank Export

Banking Ofx Source Value Csv Bank Export Target Value Note
DTPOSTED 2025-01-15 12:00:00 Date 01/15 12:00:00/2025 OFX date (YYYYMMDD) → MM/DD/YYYY
TRNTYPE DEBIT Type DEBIT Transaction type (DEBIT, CREDIT, CHECK, etc.)
TRNAMT -50.00 Amount -50.00 Signed amount (negative for debits, positive for credits)
NAME AMAZON PURCHASE Payee AMAZON PURCHASE Payee/merchant name (kept separate)
MEMO Online order #12345 Memo Online order #12345 Transaction memo (kept separate)
CHECKNUM 1001 Check Number 1001 Check number if applicable
REFNUM REF123456 Reference REF123456 Bank reference number
FITID 202501150001 Transaction ID 202501150001 Bank's unique transaction identifier

Why Use This Tool?

All Fields Separated

Each OFX field gets its own column - Payee and Memo stay separate for flexible analysis

Automatic Date Formatting

Converts OFX dates (YYYYMMDD) to readable MM/DD/YYYY format

Transaction IDs Preserved

Bank's unique FITID identifiers are kept for reconciliation and deduplication

All Transaction Types

Supports DEBIT, CREDIT, CHECK, ATM, POS, and all other OFX transaction types

Browser-Based Security

All processing happens in your browser - your financial data never leaves your computer

Works with All Banks

Supports OFX files from Chase, Bank of America, Wells Fargo, Citi, and 1000+ banks

Data Transformation

Each OFX transaction becomes one CSV row with all fields separated

Input OFX Transaction (STMTTRN)

XML-based bank transaction

Key columns: FITID, DTPOSTED, TRNAMT, TRNTYPE, NAME, MEMO
1:1 — One input row creates one output row
Output CSV Row

Spreadsheet row with all fields in separate columns

Date Convert OFX date to MM/DD/YYYY
Type Transaction type as-is
Amount Keep signed amount as-is
Payee Payee name in separate column
Memo Memo in separate column
Amounts must be numeric; dates must be valid

Common OFX Bank Export (CSV) Import Errors

Issues you might encounter when importing OFX/QFX/QBO Bank Transactions data to OFX Bank Export (CSV) - and how we solve them

Invalid OFX File

File is not a valid OFX/QFX format

CSV file or corrupted OFX
Valid OFX file from bank download

Ensure you're uploading an OFX/QFX file directly from your bank

Download the OFX file again from your bank's website

No Transactions Found

OFX file contains no transaction data

OFX file with empty BANKTRANLIST
OFX file with at least one STMTTRN

Ensure the date range in your bank download includes transactions

Download a different date range with transaction activity

More credits - more savings

Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.

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One-time credit bundles are valid for one year. Subscription credits refresh monthly. You can use credits across any tool, anytime.

Is my data secure?

Files process entirely in your browser. We're GDPR compliant with TLS encryption.

Can I get a refund?

Yes! Full refund within 14 days if no credits used. Partial refund for unused credits anytime. Contact sup@spreadsheetbroccoli.com.

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Frequently Asked Questions

Your data never leaves your device. All files are processed entirely in your browser using client-side JavaScript - no data is stored on our servers or sent anywhere. There's no account to hack, no database storing your files, and no API connections to your bank or accounting software. You upload, convert, download, and we forget it immediately.
No payment or signup required. You can upload your file, see a free preview of the conversion results, and verify everything looks correct before paying anything. If it doesn't work for your files, you haven't wasted any money. We only charge when you're satisfied and ready to download the final converted file.
You can, but free scripts and AI often miss edge cases that break real-world data: missing SKUs, currency formatting quirks, tax calculation errors, or date format mismatches. We have battle-tested validators specifically designed for accounting software imports that catch these issues before they corrupt your books. Plus, you get instant browser-based conversion without installing Python or managing dependencies.
The CSV includes 8 columns: Date, Type, Amount, Payee, Memo, Check Number, Reference, and Transaction ID. Every field from the OFX file gets its own column for maximum flexibility.
Most OFX converters merge the Payee and Memo fields into a single Description column. Our tool keeps every field separate, giving you more flexibility for sorting, filtering, and analysis in your spreadsheet.
Yes! CSV files can be opened directly in Microsoft Excel, Google Sheets, LibreOffice Calc, or any other spreadsheet application. Just double-click the file or use File > Open.
Yes, OFX, QFX, and QBO files all use the same underlying format. This tool converts all three to CSV. We also have dedicated QFX to CSV converter if you prefer.
Yes! Both bank account and credit card transactions from OFX files are converted. The Type column will show the transaction type (DEBIT, CREDIT, etc.) and amounts are correctly signed.
Absolutely. All conversion happens entirely in your browser using client-side processing. Your OFX file is never uploaded to our servers. Your bank transactions never leave your computer.
First transactions are free to preview. Full conversions use credits based on transaction count.