Bank statement to OFX
Upload a PDF or CSV statement and download an OFX file that finance apps and the Quicken family of tools read. Transactions arrive in order, with the account details those readers expect alongside them.
Upload a file
What the OFX file contains
- One entry per transaction, in statement order
- Amounts on the side the statement shows them
- Account details where an OFX reader looks for them
- Dates as the statement prints them, not reformatted
How to convert
Upload your statement
Drop in the PDF or CSV you downloaded from your bank.
Choose OFX
Leave the output format on OFX — it is preselected on this page.
Import the file
Bring the .ofx into your finance app or Quicken.
Statements it handles
Layouts differ from bank to bank, so nothing is matched against a fixed template. An unusual statement still produces a table you can check before exporting — which is what makes it usable for bookkeepers and accountants who receive statements from every client.
PDF statements and CSV exports
A statement downloaded from your bank, or the CSV your bank lets you export. Both arrive as the same clean table.
Multi-page statements, read as one table
A statement that runs over several pages — or several statements uploaded together — is read as one continuous table, not one file per page.
Amounts and dates kept as your bank prints them
Debit and credit signs, decimal places and date formats are left as printed, so the numbers still reconcile against the statement.
Scanned, image-only PDFs, read with OCR
A statement with no text layer is read with OCR and may need a quick review — the one case where a row can come out wrong.
- CSV
- Scan
Why this is more accurate than OCR
OCR reads a statement by position on the page, so a wrapped description or a pair of narrow amount columns sends the text to the wrong row. Reading the content instead of the coordinates is what keeps each transaction whole.
01
A wrapped description becomes two rows
The second line of a description sits below the first, so it is read as a new row — and the amount follows it down, onto the wrong transaction.
02
Debit and credit collapse into one column
Two narrow amount columns are read as one, so a payment and a deposit come out identical — the sign that told them apart is gone.
03
The totals block becomes transactions
Opening balance and closing balance are printed like rows, so they are read like rows — and land in your books as money that never moved.
Why OCR mangles bank statements — the four failures in detail.
Frequently asked questions
How do I convert a bank statement to OFX?
Upload the PDF or CSV from your bank above, keep OFX as the output format, and download the file. No account and nothing to install.
What is an OFX file?
OFX (Open Financial Exchange) is a structured format for bank feeds. Unlike a spreadsheet export it also carries account information, which is why finance programs prefer it for imports.
What is the difference between OFX and QFX?
They carry the same content. QFX is Quicken’s branded variant of OFX, and most tools that read one read the other.
Can I convert a PDF bank statement to OFX?
Yes. Upload the PDF, pick OFX, and download the file.
Is my statement kept after conversion?
No. The file is used only to produce your converted copy and is deleted right after.
Do I need an account?
No. The converter works without signing up.