CSV2OFX (CSV to OFX Converter)

CSV2OFX is a conversion solution that converts CSV to OFX and imports into MS Money, Sage One, Xero, YNAB, AccountEdge.

Languages supported: German, English, French, Italian, Polish, Portuguese, Russian, Spanish, Ukrainian

8.8/10 (Expert Score) ★★★★★
Product is rated as #45 in category File Converter Software
Ease of use
8.5
Support
8.7
Ease of Setup
7.8

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Finally, the solution to import your transactions. Convert CSV to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge, Bankivity, Ace Money. Open files in XLS and XLSX or CSV formats. Create importable OFX files. Review transactions in a readable view before converting. Free trial (up to 10 transactions per file converted) is available. Support is available before and after purchase. Save time and avoid data entry and manual errors.

CSV2OFX (CSV to OFX Converter)
CSV2OFX (CSV to OFX Converter)

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Customer Reviews

CSV2OFX (CSV to OFX Converter) Reviews

Administrator in Computer & Network Security

Advanced user of CSV2OFX (CSV to OFX Converter)
★★★★★
Tough to find a tool that beats this almost extinct file format!

What do you like best?

Simply enough, this software makes the conversions needed to analyze a couple of our clients that need the uncommon .OFX format. Commonly confused with Quickbooks .QFX file, the search for compatible software is a pain! Support is ready to handle any questions you may have with set up and conversion, along with a nice written tutorial and YouTube video for those that don't like to read!

What do you dislike?

Not much to dislike. The UI is basic, nothing pretty at all but I wouldn't consider that an actual flaw. Functionality is key here.

Recommendations to others considering the product:

File conversions can be tricky and become corrupt if attempting to try your own. For $40 this is a great buy, and will save you if working with .OFX files often.

What problems are you solving with the product? What benefits have you realized?

We can email (and also fax) the financial documents our clients need right to them, readily compatible with the systems they have in place, with no headache at our end!

Review source: G2.com

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