What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

Excel to OFX Converter

Upload your Excel file and download clean OFX. Fast conversion, no manual copy-paste.

Private processingNo sign-up for file conversionNo manual copy-paste

.xlsx.ofx

Free · preview before you download · free account to export.

How to convert Excel to OFX

1
Upload your Excel file
Drag and drop your .xlsx file, or click to browse.
2
Convert it
Statement to Sheets reads the file and creates a clean OFX output.
3
Download your OFX file
Your OFX (.ofx) file downloads automatically, ready to import.

Why convert Excel to OFX?

Use this when you have a file in one format and need a clean OFX file without rebuilding it by hand.

Upload your Excel file and download OFX
Avoid manual copy-paste and formatting cleanup
Works with real-world exports that do not follow a perfect template

What ends up in your OFX file

OFX field	Comes from
DTPOSTED	Transaction date (YYYYMMDD)
TRNAMT	Signed amount
TRNTYPE	DEBIT or CREDIT, derived from the amount sign
NAME / MEMO	Description
FITID	A stable unique ID per transaction

Tips

Files up to 8 MB are supported. Very large files may be summarized before AI conversion.

Frequently asked questions

Is the Excel to OFX converter free?

Yes — it's completely free, with no sign-up required.

What is a Excel file?

Excel (.xlsx) is Microsoft Excel's native workbook format — ideal for sorting, filtering, formulas, and sharing a clean transaction table.

What can I do with the OFX file?

OFX (Open Financial Exchange) is the universal bank-data format read by QuickBooks, Quicken, GnuCash, and most accounting tools, importing with no column mapping.

Is my financial data private?

Your file is processed only for the conversion, never sold, and not stored by this converter after the conversion runs.

Is there a file size limit?

Files up to 8 MB are supported, which covers even multi-year exports.

Other Excel conversions

Excel to CSV Excel to QuickBooks CSV Excel to Xero CSV Excel to Wave CSV Excel to Sage CSV Excel to Zoho Books CSV

Convert other files to OFX

File to OFX CSV to OFX TSV to OFX JSON to OFX XML to OFX HTML Table to OFX

Got a bank statement PDF instead?

Statement to Sheets turns statement PDFs into clean Excel, CSV, and accounting exports. Free to try.

Convert a statement