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Export format

Bank statement to OFX converter

Open Financial Exchange file accepted by Xero, Sage, GnuCash, Banktivity, MoneyMoney, Wave and most accounting software. Any bank, digital or scanned PDF, with the running balance reconciled before you import anything.

What's in the OFX file

  • OFX 1.02 SGML — the format banks themselves send to Quicken, Xero and Sage.
  • Signed amounts, ISO currency, posted dates, unique FITIDs and the closing balance.
  • Import: Xero → Manage account → Import a statement (OFX); Sage → Bank feeds → Import statement; GnuCash → File → Import → OFX/QFX.
  • Same data as the Excel file: rows you excluded on the result page are left out.

Other formats: Excel · CSV · QuickBooks · Xero · QBO · QFX · QIF

The extracted data

A · DateB · DescriptionC · DebitD · CreditE · Balance
12026-08-02CARD PURCHASE 08/01 STARBUCKS #2231 NEW YORK NY6.854,805.55
22026-08-03ACH DEBIT CON EDISON UTILITY PAYMENT142.194,663.36
32026-08-04ZELLE PAYMENT FROM J. MARTINEZ350.005,013.36
42026-08-08DIRECT DEPOSIT ACME CORP PAYROLL3,240.007,664.94
52026-08-12CHECK #1042Verify — read from image130.007,534.94

OFX questions

Which apps import OFX?

Xero, Sage, QuickBooks (as .qbo), Quicken (as .qfx), GnuCash, Banktivity, MoneyMoney, Wave, Moneydance, YNAB (via import) and most bank-reconciliation tools.

Is OFX better than CSV?

For accounting imports, yes: it carries signed amounts, dates, a currency, unique transaction IDs and the closing balance in a fixed structure, so nothing has to be mapped and re-imports don't duplicate.

Can I convert a scanned statement to OFX?

Yes. Scanned PDFs go through OCR automatically; rows that fail the running-balance check are flagged so you can review them before exporting.