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OFX to CSV Converter (OFX & QFX)

Universal Format Converter

Convert between CSV, TSV, JSON, and Excel. Supports multiple files, primary data, and batch operations.

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How to convert an OFX or QFX file to CSV

  1. Download the statement. Export your transactions from online banking or Quicken as an .ofx or .qfx file.
  2. Drop it into the converter. Every <STMTTRN> transaction block is parsed in your browser — account numbers and balances never touch a server.
  3. Download the CSV. Get clean columns (date, type, amount, payee, memo, FITID) ready for Excel, Google Sheets or a budgeting tool. Multi-account files are supported.

About OFX to CSV

Convert OFX and QFX bank/broker statement exports into clean CSV rows (date, type, amount, name, memo) for spreadsheets or accounting software.

OFX and QFX are the SGML-tagged export formats used by most US and Canadian banks and brokerages, and by Quicken and Microsoft Money before it. The tags are readable but not spreadsheet-friendly, so most people end up copy-pasting numbers by hand or hunting for a desktop tool that still supports the format.

This converter parses every &lt;STMTTRN&gt; transaction block directly in your browser and maps the standard fields — posted date, transaction type, amount, FITID, payee name and memo — into clean CSV columns.

It handles multi-account statement files and large exports without choking, since parsing happens locally rather than round-tripping through a server.

The result drops straight into Excel, Google Sheets, or a budgeting tool, and because nothing leaves your machine, sensitive account and transaction data never touches a third-party server.

Category: Financial Formats

Common Use Cases

  • Reconciling bank exports in Excel
  • Feeding transactions into a budgeting sheet
  • Auditing brokerage activity

Key Features

  • Parses every <STMTTRN> block, including multi-account statement files
  • Maps posted date, amount, FITID, payee and memo to named CSV columns
  • Handles both OFX and Quicken-flavored QFX in the same parser
  • Runs fully client-side, so account numbers never leave your browser

The OFX to CSV tool is compatible with: Quicken, Online Banking Exports, Brokerage Statements.

Convert an OFX/QFX export here, then run the older QIF_TO_CSV tool on any legacy archives from the same institution, or MT940_TO_CSV if you also hold European accounts, to bring every statement into one consistent CSV shape.

Frequently Asked Questions

What's the difference between OFX and QFX?

QFX is Intuit's Quicken-specific variant of the same underlying OFX format, this converter handles both.

Can I convert back from CSV to OFX?

Yes, the tool can serialize CSV transaction rows back into a minimal valid OFX file.

Built for anyone reconciling a Quicken, Money or brokerage export who just needs the numbers in a spreadsheet without installing legacy desktop software.

Read the related guide