Convert Bank Statements to OFX
Extract transactions from a text-based PDF, review the table, then create an OFX file with your bank and account identifiers. Import support depends on your finance software.
Drag & drop your bank statement PDF(s)
Convert one or multiple files for free. Files stay in your browser.
Check the Rows and the Destination
OFX stores transaction fields in a structured file. It cannot correct a misread PDF row, and an importer may reject unsupported institution details.
Auto-Mapped Columns
OFX records dates, descriptions, and amounts as named fields. Check those values in the preview before exporting.
Zero-Upload Privacy
Like all our tools, the OFX generation happens 100% locally in your browser. Your sensitive financial data is never intercepted or uploaded to a cloud server.
Bank Details Required
The export asks for institution and account identifiers. Use the correct details, and confirm your target software accepts the file.
How to Convert PDF to OFX in 4 Steps
Select PDF
Drag and drop your bank statement PDF into the browser zone above.
Verify Ledger
Review the extracted transactions in the preview table. Exclude duplicate headers.
Convert & Export
Choose OFX, provide the requested bank and account details, and download the file.
Software Import
Try the file in your supported finance software and compare imported rows with the source PDF.
Ledger & Accounting Compatibility
Check the import requirements of the software you use before choosing OFX:
Frequently Asked Questions
What is an OFX file?
Open Financial Exchange (.ofx) is an open standard XML/SGML format used by banks and financial software (like Quicken, Xero, and MS Money) to exchange transaction data securely.
Are my statements safe during local OFX parsing?
Yes, 100%. Our tool executes entirely within your browser window using client-side JavaScript. No PDF bank statements or transaction rows are uploaded to external databases.
Which accounting programs support OFX import?
Support varies by software version and institution. Check your importer’s current requirements before relying on a generated OFX file.