ConvertCSVtoQBO

Convert bank statement PDF to OFX

Turn a PDF bank or credit card statement into an OFX file that Xero, GnuCash, YNAB and many other accounting and budgeting apps can import.

  • Free, no sign-up
  • Your statement never leaves your computer
  • Standard OFX format
Converted in your browser. Nothing is uploaded. No file handy?

How to import the OFX file

  • XeroGo to Accounting, Bank accounts, choose the account, then Manage account, Import a statement.
  • GnuCashGo to File, Import, Import OFX/QFX, and match the account.
  • YNABOpen the account and choose Import, then select the .ofx file.
  • QuickBooksUse a QBO file instead. The CSV to QBO converter makes one from the same CSV.

How it reads your statement

Statements downloaded from online banking contain real text, not just a picture. The converter reads that text right here in your browser, finds each line that starts with a date and ends with an amount, and joins descriptions that wrap onto a second line.

It works out whether money went in or out from the statement itself: separate withdrawal and deposit columns, section headings like Deposits and Withdrawals, or the running balance. Statements that only show the month and day get the year from the statement period, including statements that run from December into January.

What works today

  • WorksChecking, savings and credit card statements downloaded from online banking, from US banks and many others. Multi-page statements, password-protected PDFs, and both month-first and day-first dates.
  • Not yetScanned or photographed paper statements, which are pictures with no text inside, and investment statements.
  • Always check the totalsCompare the money in and money out shown above the preview with the summary on your statement before importing. If they match, every transaction was found.

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Questions

Is it free?

Yes. Convert PDF statements to OFX with no sign-up.

Can I use the OFX file with QuickBooks?

Use a QBO file for QuickBooks instead. The PDF to QBO converter makes one from the same statement.

Is my bank statement uploaded anywhere?

No. The PDF is read inside your own browser and never sent to a server. That includes the password if your PDF has one.

Does it work with scanned statements?

Not yet. Scanned statements are pictures with no text inside. Download the statement from your online banking instead, which gives a PDF with real text.

What if a transaction is missing or wrong?

Compare the totals with your statement. If something's off, try changing the date format setting, or tick Reverse signs if money in and out are swapped. Banks lay statements out in many ways, so a few layouts may not read perfectly yet.