LedgerPort

OFX to CSV converter

Turn an OFX bank statement into a CSV you can open in Excel or Google Sheets. The file is converted in your browser and never uploaded. Free at any size.

Your file is read on this device. It is never uploaded.

Enter your licence key

The key is on the page you saw after paying, and on your invoice.

  1. Add your OFX file Drop it on the box above or click to choose it.
  2. Check the preview Confirm the dates, payees and amounts look right.
  3. Download Save the CSV file.

Reading OFX in a spreadsheet

OFX is built for accounting software, not for people. The converter reads both the older SGML layout and the newer XML layout, and writes one row per transaction with the date, the payee and memo, and the signed amount.

Using the CSV

The CSV has three columns: date, description and amount, with money out as negative numbers. It opens directly in Excel, Google Sheets and Numbers, and it is the layout QuickBooks Online and Xero accept for manual bank uploads.

Questions and answers

Which date format does the CSV use?

Month first (MM/DD/YYYY) by default. Change Day and month order to get DD/MM/YYYY.

Is my file uploaded?

No. The file is read and converted by this page on your own device. It works with your internet connection switched off.

Is it free?

Yes. Turning a standard OFX file into a spreadsheet is free, with no limit on the number of transactions and no account.