QFX & OFX to Excel Converter

How to Convert OFX to Excel

1. Download the statement from your bank - In online banking choose an export format of OFX, QFX (Quicken), or QBO (QuickBooks) rather than PDF.
2. Add the file - Drop the .ofx, .qfx, or .qbo file onto the page. It is parsed locally in your browser.
3. Transactions are extracted - Every transaction becomes a row with its date, type, description, memo, amount, check number, and the bank's transaction ID.
4. Download the XLSX workbook - Save the workbook and total, filter, or pivot the transactions in Excel or Google Sheets.

What Ends Up in the Workbook

One row per transaction, with the columns a statement actually carries: date, type (DEBIT, CREDIT, CHECK and so on), description, memo, amount, check number, and the bank's own unique transaction ID. If the file contains more than one account - some exports bundle a current account and a credit card together - two extra columns identify which account each row belongs to, so the sheet stays narrow in the common single-account case.

Amounts You Can Actually Total

The reason to move a statement into a spreadsheet is to add it up, so amounts are written as real numbers rather than text: negative for money out, positive for money in, ready for =SUM() without a cleanup pass. Dates are written as yyyy-mm-dd text on purpose. OFX timestamps carry the bank's own timezone, and converting them to a date value is how a transaction posted late on the 15th ends up dated the 16th.

OFX, QFX and QBO Are the Same File Underneath

OFX is the open standard. QFX is Quicken's version of it with a few extra Intuit tags, and QBO is the QuickBooks equivalent - the tags that describe your transactions are identical in all three, which is why one converter reads them all. Older banks emit the SGML form, where tags are opened but never closed; newer ones emit well-formed XML. Both are handled.

Need CSV, or Going Into QuickBooks?

For a CSV instead of a workbook - with US or ISO dates and a choice of one signed amount or separate debit and credit columns - use QFX to CSV for Quicken downloads, QBO to CSV for QuickBooks Web Connect files, or OFX to CSV for everything else. To go the other way and bring a bank's CSV export into QuickBooks or Quicken, use CSV to QBO, or CSV to IIF for QuickBooks Desktop.