LINGYANGConvert

Convert a PDF bank statement to OFX

Turn a statement PDF, scan or Excel/CSV into an OFX file — the format Quicken and most accounting software import as bank transactions. Review and fix the rows first, then export. Everything runs on your device; nothing is uploaded.

Convert to OFX → Try a sample →

Free to try · OFX 1.0.2 · Local Mode

OFX, QBO and QFX — what's the difference?

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OFX

The general standard for Quicken and most accounting tools. Choose this unless your software asks for a specific variant.

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QBO

QuickBooks Web Connect — the same format with Intuit markers. See PDF to QBO.

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QFX

The Quicken-branded variant. Also exportable when your copy of Quicken requires it.

How to convert to OFX

1

Open your statement

Drag in the PDF, scan/photo or Excel/CSV.

2

Review the rows

Confirm dates and amounts; the tool checks balance continuity for you.

3

Export OFX

Download the .ofx and import it into your software.

Open the converter →

FAQ

What is an OFX file?

OFX (Open Financial Exchange) is a standard bank-transaction format that Quicken and most accounting tools can import. QBO is the QuickBooks-flavored variant of the same format.

OFX or QBO — which do I need?

Use OFX for Quicken and general accounting software; use QBO specifically for QuickBooks Desktop Web Connect. This tool exports both from the same reviewed data.

Does the OFX include running balances?

Yes. When your statement has balances, a ledger balance is included; each transaction carries its date, signed amount and description.

Is my statement uploaded?

No. The OFX is built in your browser and your statement never leaves your device.