Excel Tools

OFX to Excel: convert OFX, QFX and QBO files to a spreadsheet

Open the bank file your spreadsheet cannot read. Every transaction becomes a row, with real dates and numbers, in Excel or CSV.

No file at hand?

How to use it

  1. Drop your .ofx, .qfx or .qbo files.
  2. Check the transactions in the preview.
  3. Download Excel or CSV.

What ends up in the sheet

Each STMTTRN becomes a row. DTPOSTED is the date, TRNAMT the amount, NAME and MEMO the description, FITID the reference and TRNTYPE the type. The time and time zone that some banks add to the date are ignored, so a transaction never moves to another day.

When it helps

Private by design

A statement shows your income, your rent and who you pay, so it should not need uploading to convert it. Here the file is read by code running on your device, and nothing is sent to a server. You can check it in your browser’s network panel.

Known limitations

Frequently asked questions

Is this OFX converter really free?

Yes. It is 100% free, with no usage limits, no account and no sign-up. There is no paid plan and no feature is locked.

Are my bank statements uploaded to a server?

No. Your files never leave your device: they are read and converted inside your browser. The page only downloads its own code and open-source libraries from this site. If you accept analytics cookies, Google Analytics receives anonymous usage data such as page views, never the contents or names of your files.

What is the difference between OFX, QFX and QBO?

They are all the same Open Financial Exchange structure. QFX adds fields for Quicken and QBO adds fields for QuickBooks. All three are read the same way here.

How do I open an OFX file in Excel?

Excel has no import for OFX. Drop the file here and download the Excel version: it has one row per transaction and a second sheet with the account summary.

Does it check the balance?

Only partly. OFX files usually state the closing balance but not the opening one, so a full check is not possible and the page says there is no balance to check. The closing balance appears in the summary sheet.

Why are the accents wrong in my file?

The encoding declared in the OFX header is used, and UTF-8 is detected if present. If the characters still look wrong, the bank probably wrote the wrong encoding into the file.

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