LedgerPortCSV to OFX converter
Turn a bank CSV into a standard OFX file that accounting and personal finance software can import. The file is converted in your browser and never uploaded.
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| File | Transactions | Status |
|---|
More than one account? Give each its own number, and reuse it every time, so your software files each statement under the right account.
More file details (optional)
These only label the file. The default bank ID 3000 is one QuickBooks recognises; you still choose your real account during import.
Columns (change these if the preview looks wrong)
| Date | Description | Amount |
|---|
Not reading your file correctly? Send us the column names
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- Never uploaded. The file is converted on your device; it works with the internet off.
- See it before you pay. Every transaction is previewed for free.
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Where OFX files are used
OFX is the common language for bank statements. Xero, GnuCash, Banktivity, MoneyMoney, Moneydance, Microsoft Money and many others can import it. Importing OFX is usually more reliable than importing CSV, because the layout is fixed: there is no column matching step and every transaction has an ID that prevents duplicates.
What goes into the file
- A standard OFX 1.02 header and statement, for a bank account or a credit card.
- One entry per transaction with the posted date, signed amount, payee and memo.
- Your account number, routing number and currency if you enter them. They are optional.
- The statement date range and, when your CSV has a balance column, the closing balance.
Need a file for QuickBooks or Quicken instead? Use CSV to QBO or CSV to QFX.
Questions and answers
What is an OFX file?
OFX (Open Financial Exchange) is an open format for bank statements. Each transaction carries a date, an amount, a payee, and an ID the importing software uses to detect duplicates.
Which OFX version does the converter write?
OFX 1.02 in the SGML layout, which is the version most widely accepted by accounting and personal finance software.
My currency is not US dollars. Does that matter?
A currency symbol or code written in the file, such as £, € or CAD, is picked up automatically. Otherwise open More file details and enter your three-letter code, for example EUR, GBP, CAD or AUD. Day-first dates and comma decimals are detected automatically.