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OFX to Excel Converter
Get your OFX statement into Excel with real dates and numeric amounts, ready for filters and pivot tables.
1. Check the columns
✓ Using your saved column settings for this file layout.
2. Preview
| Date | Description | Amount |
|---|
3. Download
Settings (bank ID, account number)
QuickBooks Desktop matches the bank ID against its list of Web Connect banks. Keep 3000 unless QuickBooks says the bank is not supported. The account number only tells QuickBooks which account the file belongs to.
Done — your file is downloading.
Only have PDF statements? PDF to QBO is coming to Pro — join the waitlist. Something looks wrong? .
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How to convert OFX to Excel
- Drop the .ofx file into the converter.
- Choose Excel and download the .xlsx file.
Related guides
Frequently asked questions
Are my bank files uploaded to your server?
No. The converter runs entirely in your browser with JavaScript. Your file is read and converted on your own computer and never leaves it — you can even disconnect from the internet after the page loads.
Is the converter really free?
Yes. Converting CSV, Excel, QBO, QFX, OFX and QIF files is free with no sign-up and no transaction limit. A paid Pro plan for PDF bank statements and batch conversion is coming — join the waitlist to get early access.