Open an OFX file in Excel
Sergiy Tytarenko
Need to import transactions, but the format is not supported? Try the ProperConvert app
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