Step 1: Open the CSV converter
Start with the matching Statemently converter: /converters/ofx-to-csv. Upload the source file and let the converter build a structured output instead of copy-pasting rows by hand.
OFX already contains structured transaction data, so conversion should preserve dates, names, memos, and signed amounts.
Step 2: Review the preview
Before downloading, check the first rows. Confirm headers, dates, signs, and any balance or reference columns that matter for your workflow.
Check whether descriptions come from NAME, MEMO, or both fields.
Step 3: Download and use the file
Download the converted CSV file and import or open it in the destination app. If you are preparing an accounting import, keep the original source file next to the converted file for audit history.
Use the CSV for review or cleanup; keep OFX if your finance app imports it directly.