All Fields Separated
Each OFX field gets its own column - Payee and Memo stay separate for flexible analysis
Convert OFX to CSV | OFX to Spreadsheet
or drop files here .ofx, .qfx, .qbo (up to 50 MB)
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Invoice import blocked if Sales Tax enabled in QBO
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CSV Spreadsheet Format
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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.
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How to Convert OFX to CSV
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.
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 |
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
OFX to CSV Conversion Questions
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 Use the OFX to CSV Converter?
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
How People Use OFX to CSV
I download OFX files from all my accounts each month and convert them to CSV for my personal budget spreadsheet. Having Payee and Memo in separate columns lets me categorize spending with VLOOKUP formulas instead of parsing a merged description field.
Clients send bank OFX downloads as supporting documentation. I convert OFX to CSV so I can sort and filter transactions in Excel for substantive testing. The transaction ID column is essential for tying samples back to the original bank records.
Our donor management system only accepts CSV imports. I download the OFX file from Bank of America and convert it to CSV, then filter for donation deposits. The separate date and amount columns make it straightforward to match against our pledge records.
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.
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
Your OFX to CSV Conversion is Secure
Client-Side Conversion
No server round-trips. Your OFX to CSV data is processed entirely in the browser tab.
Auto-Erased on Close
The moment you close the page, all OFX to CSV data is wiped from browser memory. No traces left.
EU Privacy Standard
Meets GDPR requirements by design — no data processing on external servers, ever.
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Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.
Frequently Asked Questions
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.
You can preview OFX to CSV conversion results for free before paying. Full file downloads use credits based on transaction count.
Banking → Csv Data Ecosystem
All available data flows from Banking to Csv
Banking
IIF QuickBooks Transactions
Intuit Interchange Format for QuickBooks Desktop (tab-delimited)
→
Csv
IIF Bank Export (CSV)
All IIF transaction fields exported as separate CSV columns for spreadsheet analysis
DATE → Date
TRNSTYPE → Type
ACCNT → Account
Banking
OFX/QFX/QBO Bank Transactions
Bank and credit card transactions in Open Financial Exchange format
→
Csv
OFX Bank Export (CSV)
All OFX transaction fields exported as separate CSV columns for spreadsheet analysis
DTPOSTED → Date
TRNTYPE → Type
TRNAMT → Amount
Banking
OFX/QFX/QBO Bank Transactions
Bank and credit card transactions in Open Financial Exchange format
→
Csv
OFX Bank Export (CSV)
All OFX transaction fields exported as separate CSV columns for spreadsheet analysis
DTPOSTED → Date
TRNTYPE → Type
TRNAMT → Amount
Banking
QIF Bank Transactions
Quicken Interchange Format transactions for bank and credit card accounts
→
Csv
QIF Bank Export (CSV)
All QIF transaction fields exported as separate CSV columns for spreadsheet analysis
D → Date
T → Amount
P → Payee
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