OFX to Excel converter
Convert an OFX bank statement to Excel in your browser. Reads both OFX 1.x and 2.x, bank, card and brokerage accounts, with real dates and numbers. Nothing is uploaded.
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Accepts .ofx, .qfx, .qbo · Up to 20 files at a time · up to 1.4 GB each "Upload" and "download" here mean your browser reading a file from this device and writing one back to it. Your file is never sent to a server — open your browser's network panel and watch: no request carries your file.
Tested against two open-source readers
| What was checked | Result |
|---|---|
| Files both reference libraries read | 44 files, 202 transactions: 1,209 of 1,212 fields identical (date, amount, payee, memo, transaction ID, quantity, price) |
| Files both libraries refused | 22 files — a missing header, an empty balance, a date or amount they could not parse — all read here, 75 of 76 transactions identical to a plain text search of the file |
| Synthetic statement with a known answer | 10,000 transactions, every field exact |
The three differing fields are one brokerage file whose trades are stamped 20:20 Eastern time: ofxparse converts that to UTC and moves each trade to the next day, while this page keeps the date the bank wrote. The one difference in the refused files is an amount written $120, read here as 120.00 where the text search keeps the dollar sign. The other 19 of the 85 files hold no transactions at all — balance-only downloads, sign-on replies, and the damaged files libofx keeps to test for crashes — and are reported as such rather than turned into an empty table.
OFX to Excel FAQ
What is an OFX file?
Open Financial Exchange, the statement format Microsoft, Intuit and CheckFree agreed in 1997 so that banks could send transactions to personal-finance software. Banks still offer it as a download, often labelled “Microsoft Money”, “OFX” or “Web Connect”. There are two generations — 1.x, which is SGML with many closing tags left out, and 2.x, which is XML — and this page reads both.
Another program rejected my OFX file. Will this one read it?
Very likely. Banks’ OFX is often not quite to the specification: headers missing, a list never closed, payees wrapped in CDATA, a decimal comma where the standard says a full stop. This reader is written to take what the file means rather than insist on what the standard says. Of 22 test files that both ofxparse and ofxtools refused, it read all 22.
Does it handle investment accounts?
Yes. A brokerage statement gets columns for the action (buy, sell, income, reinvestment and so on), the security — by ticker when the file’s security list gives one — quantity, price, commission plus fees, and the total. Cash moving in and out of the account appears as CASH rows in the same sheet.
What happens to transactions in a foreign currency?
The amount is the one the bank booked, in the account’s currency. When the file also names the original currency of a transaction — a card purchase abroad, say — that currency appears in a Currency column, so those rows can be found and checked. The column is left out entirely when no transaction has one.
Are the dates and amounts real Excel values?
Yes. Dates are stored as Excel dates and shown 2024-01-31, so they sort and filter as dates; amounts are numbers, negative for money out. Columns are sized to their contents. On a 10,000-transaction test file, Excel’s SUM of the Amount column matched the file to the cent.
Is the closing balance included?
No — the sheet holds transactions only. An OFX states the balance once, as of a date, not after each transaction, so there is no running balance to give each row, and a balance line mixed into the transactions would be counted by any SUM over the column.
Is the result a XLSX file?
Yes. It is saved as .xlsx, which opens in any program that opens XLSX files.
Is it really free?
Yes — every conversion on this site, with no account, no watermark and no daily cap. The work happens on your own device, so there is no server bill for us to pass on to you.
Do I need to install anything?
No. It runs in any modern browser, on Windows, macOS, Linux, Android and iOS. There is nothing to install and nothing to sign up for, and once you have converted a file on the page it keeps working with the network switched off.
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