OFX CSV

OFX
to CSV.

Read OFX bank transaction fields into CSV with debit, credit and identifier columns. Review the preview before downloading.

Supported files & extraction details

OFX bank exports carry transaction dates, signed amounts, descriptions and identifiers. FinanceConvert reads bank transactions from XML and older SGML exports. Securities, investment positions and investment transaction lists are rejected rather than flattened into bank transactions.

How your file is handled

YOUR CONVERSION WORKSPACELocal first

SourceExport to

PDF · OFX · QFX · QBO · QIF · IIF · CSV

Documents and conversion results are stored privately for 90 days to investigate errors and improve conversion quality. Temporary downloads expire after 15 minutes or first use. Storage and deletion details.

Make OFX transaction fields available as CSV columns

Dates, debit/credit values and available FITID and account fields become columns. Formula-like text is escaped for spreadsheet safety. Check your destination mapping because a CSV has no universal accounting schema.

Content checked against the implemented converter on 19 October 2026. Scope and editorial method.

Understand OFX source files · Understand CSV output files · How to assess conversion quality

A CONCRETE EXAMPLE

What goes in.
What comes out.

These are synthetic examples, not customer data. Output excerpts illustrate the transaction mapping; download a sample through the converter to try the full workflow.

Synthetic OFX example

<OFX><BANKMSGSRSV1><STMTTRNRS><STMTRS><CURDEF>USD</CURDEF><BANKACCTFROM><BANKID>123456789</BANKID><ACCTID>DEMO-ACCOUNT</ACCTID><ACCTTYPE>CHECKING</ACCTTYPE></BANKACCTFROM><BANKTRANLIST><STMTTRN><DTPOSTED>20260115</DTPOSTED><TRNAMT>-45.00</TRNAMT><FITID>demo-1</FITID><NAME>Office supplies</NAME><BALAMT>955.00</BALAMT></STMTTRN><STMTTRN><DTPOSTED>20260116</DTPOSTED><TRNAMT>1200.00</TRNAMT><FITID>demo-2</FITID><NAME>Client payment</NAME><BALAMT>2155.00</BALAMT></STMTTRN></BANKTRANLIST></STMTRS></STMTTRNRS></BANKMSGSRSV1></OFX>

Illustrative CSV excerpt

Date,Description,Memo,Debit,Credit,Balance,Amount,Currency,FITID,AccountID,BankID,AccountType
2026-01-15,Office supplies,,45.00,,955.00,-45.00,USD,,,,
2026-01-16,Client payment,,,1200.00,2155.00,1200.00,USD,,,,

FIELD MAPPING

The same transactions.
A different format.

Source field	Output	Handling
DTPOSTED / DTUSER / DTAVAIL	Date (YYYY-MM-DD)	Source dates are validated. Choose a convention when the file is ambiguous.
NAME / MEMO	Description / Memo	Supported text is mapped; this does not reconstruct the original accounting structure.
TRNAMT	Debit, Credit and signed Amount	Debit/credit direction is retained; amounts are not reconciled automatically.
BALAMT, when present	Balance column and validation report	Missing balances stay missing. A balance check does not prove every transaction was extracted.

THREE STEPS

Prepare. Convert. Review.

Check the source

Upload an unlocked OFX file up to 10 MB. Choose a date order if it cannot be established from the file.This path reads transaction fields directly; no document-reading AI is needed.

Read the preview

Compare the transaction count, date range and totals with your source. Check running-balance warnings. A clean balance check does not prove every row was extracted.

Download & validate

Download the CSV output, then inspect its mapping in your destination application. The temporary download expires after first use or 15 minutes. A separate encrypted review copy is retained for 90 days.

Questions about this conversion

When should I choose another format instead of CSV?

Choose Excel when typed date and amount cells make review easier. Choose an account import format only when the destination explicitly supports it; CSV column mapping is often more flexible.

What should I check before using this export?

Compare row count, first and last dates, debit/credit direction and totals with the source. Review any balance warnings. Test the destination mapping with a copy or test account; a successful export does not prove importer compatibility.

Are my source and result deleted after download?

No. Temporary download links expire after first use or 15 minutes. A private encrypted source/result copy, including failed attempts, is retained for 90 days to investigate errors and evaluate conversion improvements. The upload notice explains storage, and the document receipt lets you request deletion.

OTHER WORKFLOWS

Need another format?

All converters

OFXto CSV.