How to convert OFX to Excel
- Drop your OFX file into the converter above.
- Review the extracted transactions and the balance check.
- Choose Excel and download.
Why convert to Excel?
- Excel is the easiest way to review, categorize and reconcile transactions or hand them to your accountant.
- OFX files are machine-readable but impossible to read by eye — Excel makes them human-friendly.
- No sign-up to try. Pay per conversion with credits that never expire within 12 months — no subscription required.
About the formats
Open Financial Exchange: The open standard for bank data. Carries account info, unique transaction ids and balances, so software can import without duplicates.
Microsoft Excel workbook: An Excel spreadsheet. Best for reviewing, categorizing and reconciling transactions by hand or with formulas.
Questions
Is it safe to convert my OFX file here?
Bank exports and text-based PDFs are processed directly in your browser and never uploaded. Scanned statements are only uploaded if you choose OCR; they are processed by Microsoft Azure and Anthropic and not stored afterwards.
How do I know the conversion is correct?
When the source contains opening and closing balances we reconcile them against the sum of every transaction and flag any difference before you download.
How much does it cost?
Try 2 pages a day free with no account. Credit packs start at $9 for 50 pages and are valid for 12 months; Pro is $29/month for 1,000 pages.