Open an OFX file in Excel

Open an OFX file in Excel

Sergiy Tytarenko Sergiy Tytarenko

Sergiy Tytarenko

Need to import transactions, but the format is not supported? Try the ProperConvert app

发布日期: 2019年9月9日
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OFX Format

OFX files offered in online banking to download transaction details. OFX files provide the date, amount, payee/payer, memo, check number, investment details for investment transactions. OFX files are also called "Microsoft Money" files.

How to view or open an OFX file

  • Download and install OFX2CSV or Bank2CSV
  • Start OFX2CSV and locate an OFX file
  • Review transactions
  • Click Save to save a CSV file and then open it in Excel (or other spreadsheet application) or click Copy to clipboard and then switch to Excel and click Paste there

Supported Account types

  • Bank (Checking/Savings/Credit Line)
  • Credit Card
  • Investment

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