How to convert Excel to OFX
- Drop your Excel file into the converter above.
- Confirm the detected Date, Description and Amount columns.
- Choose OFX and download.
Why convert to OFX?
- No sign-up to try. Pay per conversion with credits that never expire within 12 months — no subscription required.
About the formats
Microsoft Excel workbook: An Excel spreadsheet. Best for reviewing, categorizing and reconciling transactions by hand or with formulas.
Open Financial Exchange: The open standard for bank data. Carries account info, unique transaction ids and balances, so software can import without duplicates.
Questions
Is it safe to convert my Excel 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.