[{"data":1,"prerenderedAt":486},["ShallowReactive",2],{"hubs:en":3,"footer:en":25,"content:en:bank-statement-to-ofx":344},[4,10,15,20],{"id":5,"type":6,"title":7,"description":8,"path":9},"banks","hub","A bank statement converter that works with any bank","Convert statements from Chase, Barclays, HSBC, SBI, HDFC, CommBank or any other bank to Excel, CSV or QuickBooks, with download tips for each bank.","\u002Fbanks",{"id":11,"type":6,"title":12,"description":13,"path":14},"guides","Bank statement guides: from PDF to spreadsheet, books and tax return","Step-by-step bank statement guides: PDF to Excel, importing into QuickBooks Online and TallyPrime, reconciling in Excel, expense categories and OFX files.","\u002Fguides",{"id":16,"type":6,"title":17,"description":18,"path":19},"formats","Convert bank statements to the file format you need","Convert bank statements from PDF, scan, photo, CAMT.053 or MT940 to Excel, CSV, QuickBooks, Xero, OFX or QIF — and find the file format you need.","\u002Fformats",{"id":21,"type":6,"title":22,"description":23,"path":24},"use-cases","Who uses a bank statement converter, and for what","How bookkeepers, accountants, small businesses, mortgage brokers, tax preparers and individuals use a bank statement converter, and the job it does.","\u002Fuse-cases",[26,27,33,38,39,45,50,56,65,70,78,83,90,98,105,112,119,124,129,134,139,140,148,156,164,169,177,185,190,197,205,213,221,229,234,242,249,257,262,269,276,283,290,298,303,308,313,318,323,328,333,338,343],{"id":5,"type":6,"title":7,"description":8,"path":9},{"id":28,"type":29,"title":30,"description":31,"path":32},"usecase-mortgage","usecase","Bank statement analysis for mortgage brokers and lenders","Turn 12–24 months of borrower bank statements into one categorized, balance-checked spreadsheet for income averages and large-deposit review.","\u002Fmortgage-brokers",{"id":34,"type":29,"title":35,"description":36,"path":37},"usecase-accountants","Bank statement conversion for accountants and bookkeepers","Turn a client's year of PDF statements, scans and photos into balance-checked transactions and import files for QuickBooks, Xero or Excel.","\u002Faccountants-and-bookkeepers",{"id":11,"type":6,"title":12,"description":13,"path":14},{"id":40,"type":41,"title":42,"description":43,"path":44},"guide-mortgage-statements","guide","Bank statements for a mortgage: what lenders ask for and how to prepare them","How many months of bank statements mortgage lenders ask for, what underwriters look for, how large deposits are explained and how to prepare a clean set.","\u002Fbank-statements-for-mortgage",{"id":46,"type":41,"title":47,"description":48,"path":49},"guide-expense-categories","Business expense categories: the list and how to use it","A practical list of business expense categories with bank transaction examples and Schedule C lines, plus how to categorize bank transactions for taxes.","\u002Fbusiness-expense-categories",{"id":51,"type":52,"title":53,"description":54,"path":55},"categorize-transactions","convert","Categorize bank transactions automatically","Categorize bank transactions automatically: upload any statement and get clean payee names, your own categories and rules that always win. Totals in Excel.","\u002Fcategorize-bank-transactions",{"id":57,"type":58,"title":59,"description":60,"path":61,"bank":62},"bank-bancolombia","bank","Convert a Bancolombia statement to Excel","Convert Bancolombia statements (extractos) to Excel or CSV: where to download PDF and XLS, how to open locked PDFs, and how to balance-check every row.","\u002Fbancolombia-statement-to-excel",{"name":63,"country":64},"Bancolombia","CO",{"id":66,"type":52,"title":67,"description":68,"path":69},"convert-csv","Convert a bank statement to CSV","Convert a bank statement PDF, scan or photo to CSV: one clean row per transaction, categorized and balance-checked. Comma or semicolon, any date format.","\u002Fbank-statement-to-csv",{"id":71,"type":58,"title":72,"description":73,"path":74,"bank":75},"bank-chase","Convert a Chase statement to Excel","Convert Chase bank and credit card statements to Excel, CSV or QuickBooks. Where to download Chase PDFs and CSVs, how far back, and how to check totals.","\u002Fchase-statement-to-excel",{"name":76,"country":77},"Chase","US",{"id":79,"type":52,"title":80,"description":81,"path":82},"convert-xero","Convert a PDF bank statement and import it into Xero","Import any PDF bank or credit card statement into Xero: convert it to a Xero statement CSV, check it balances, then import it in a few clicks.","\u002Fbank-statement-to-xero",{"id":84,"type":58,"title":85,"description":86,"path":87,"bank":88},"bank-american-express","Convert an American Express statement to Excel","Export American Express transactions to Excel or CSV, or convert older Amex PDF statements beyond the two-year window. Signs and card members explained.","\u002Famex-statement-to-excel",{"name":89,"country":77},"American Express",{"id":91,"type":58,"title":92,"description":93,"path":94,"bank":95},"bank-hdfc-bank","Convert an HDFC Bank statement to Excel","Convert HDFC Bank account and credit card statement PDFs to Excel or CSV. NetBanking download options, the Customer ID password and Tally tips explained.","\u002Fhdfc-bank-statement-to-excel",{"name":96,"country":97},"HDFC Bank","IN",{"id":99,"type":58,"title":100,"description":101,"path":102,"bank":103},"bank-icici-bank","Convert an ICICI Bank statement to Excel","Convert ICICI Bank account and credit card statement PDFs to Excel or CSV. How far back you can download, the card statement password and Tally tips.","\u002Ficici-bank-statement-to-excel",{"name":104,"country":97},"ICICI Bank",{"id":106,"type":58,"title":107,"description":108,"path":109,"bank":110},"bank-sbi","Convert an SBI bank statement PDF to Excel","Convert SBI bank statement PDFs to Excel or CSV, including password-protected e-statements. Where to get them, which password applies, and Tally tips.","\u002Fsbi-bank-statement-to-excel",{"name":111,"country":97},"State Bank of India (SBI)",{"id":113,"type":58,"title":114,"description":115,"path":116,"bank":117},"bank-bank-of-america","Convert Bank of America statements to Excel or QuickBooks","Convert Bank of America statements to Excel, CSV, QuickBooks (.qbo) or QIF — useful now that BofA's QFX Web Connect downloads have been discontinued.","\u002Fbank-of-america-statement-to-excel",{"name":118,"country":77},"Bank of America",{"id":120,"type":52,"title":121,"description":122,"path":123},"convert-quickbooks","Convert bank statements for QuickBooks Online and QuickBooks Desktop","Convert PDF bank statements to a QuickBooks Online CSV or a .qbo Web Connect file for QuickBooks Desktop — categorized and balance-checked first.","\u002Fbank-statement-to-quickbooks",{"id":125,"type":52,"title":126,"description":127,"path":128},"convert-excel","Convert bank statements to Excel","Convert any bank statement PDF, scan or photo to Excel in seconds. Every transaction categorized and checked against your balances. See it before you pay.","\u002Fbank-statement-to-excel",{"id":130,"type":52,"title":131,"description":132,"path":133},"convert-ofx","Convert bank statements to OFX files","Convert a bank statement PDF, scan or CSV to an OFX file for GnuCash, Xero, Wave, Sage and more. Every transaction is balance-checked before you import.","\u002Fbank-statement-to-ofx",{"id":135,"type":52,"title":136,"description":137,"path":138},"convert-qif","Convert bank statements to QIF for Quicken and other money apps","Convert a bank statement PDF, scan or CSV to a QIF file for Quicken, GnuCash or HomeBank, with clean payees, categories and a balance check before import.","\u002Fbank-statement-to-qif",{"id":16,"type":6,"title":17,"description":18,"path":19},{"id":141,"type":58,"title":142,"description":143,"path":144,"bank":145},"bank-barclays","Convert Barclays bank statements to Excel","Convert Barclays and Barclaycard PDF statements to Excel, CSV or Xero. Where to find seven years of statements online and how to check the balances.","\u002Fbarclays-statement-to-excel",{"name":146,"country":147},"Barclays","GB",{"id":149,"type":58,"title":150,"description":151,"path":152,"bank":153},"bank-bbva-mexico","Convert BBVA México statements (estado de cuenta) to Excel","Convert BBVA México estado de cuenta PDFs to Excel or CSV, including password-protected e-mailed PDFs. Every movement categorized and balance-checked.","\u002Fbbva-mexico-statement-to-excel",{"name":154,"country":155},"BBVA México","MX",{"id":157,"type":58,"title":158,"description":159,"path":160,"bank":161},"bank-caixabank","Convert CaixaBank statements to Excel","Convert CaixaBank PDF extractos to Excel or CSV. Where to find movements and statements in CaixaBankNow, what each file holds, and a balance check.","\u002Fcaixabank-statement-to-excel",{"name":162,"country":163},"CaixaBank","ES",{"id":165,"type":52,"title":166,"description":167,"path":168},"convert-camt053","Convert CAMT.053 files to Excel","Convert camt.053 bank statement XML to Excel or CSV: one row per entry with signed amounts, payee and category, checked against the file's balances.","\u002Fcamt-053-to-excel",{"id":170,"type":58,"title":171,"description":172,"path":173,"bank":174},"bank-commbank","Convert CommBank statements to Excel, Xero, OFX or QIF","Convert Commonwealth Bank statements to Excel, CSV, Xero, OFX or QIF — now that NetBank only exports CSV. Works with PDFs up to seven years back.","\u002Fcommbank-statement-to-excel",{"name":175,"country":176},"Commonwealth Bank (CommBank)","AU",{"id":178,"type":58,"title":179,"description":180,"path":181,"bank":182},"bank-credit-agricole","Convert Crédit Agricole statements to Excel","Convert Crédit Agricole e-relevés to Excel, CSV or OFX. Where to download operations, why history stops at 12 months, and how to convert older PDFs.","\u002Fcredit-agricole-statement-to-excel",{"name":183,"country":184},"Crédit Agricole","FR",{"id":186,"type":52,"title":187,"description":188,"path":189},"convert-credit-card","Convert credit card statements to Excel","Convert credit card statement PDFs to Excel, CSV, QuickBooks or Xero. Charges and payments are signed consistently and checked against the new balance.","\u002Fcredit-card-statement-to-excel",{"id":191,"type":58,"title":192,"description":193,"path":194,"bank":195},"bank-hsbc-uk","Convert HSBC UK bank statements to Excel","Convert HSBC UK bank statements to Excel, CSV or Xero: how to download HSBC PDFs and transaction files, and what the payment codes mean.","\u002Fhsbc-statement-to-excel",{"name":196,"country":147},"HSBC UK",{"id":198,"type":58,"title":199,"description":200,"path":201,"bank":202},"bank-ing-deutschland","Convert ING Germany Kontoauszüge to Excel and CSV","Convert ING Germany (ING-DiBa) PDF Kontoauszüge to Excel or CSV, including transactions older than the 390 days online banking shows. Balance-checked.","\u002Fing-germany-statement-to-excel",{"name":203,"country":204},"ING Deutschland","DE",{"id":206,"type":58,"title":207,"description":208,"path":209,"bank":210},"bank-intesa-sanpaolo","Convert Intesa Sanpaolo statements to Excel","Intesa Sanpaolo exports movements to Excel for only 13 months. Convert older PDF estratti conto to Excel or CSV, balance-checked and categorized.","\u002Fintesa-sanpaolo-statement-to-excel",{"name":211,"country":212},"Intesa Sanpaolo","IT",{"id":214,"type":58,"title":215,"description":216,"path":217,"bank":218},"bank-japan-post-bank","Convert Japan Post Bank passbooks and statements to Excel","Turn ゆうちょ passbook photos and Yucho Direct CSV files into a categorized, balance-checked Excel or CSV file. Download steps, limits and quirks.","\u002Fjapan-post-bank-passbook-to-excel",{"name":219,"country":220},"Japan Post Bank (ゆうちょ銀行)","JP",{"id":222,"type":58,"title":223,"description":224,"path":225,"bank":226},"bank-mbank","Convert mBank statements to Excel","Convert mBank statements to Excel or CSV. Where to export history, why the operation list isn't an accounting record, and how to open a Secure PDF.","\u002Fmbank-statement-to-excel",{"name":227,"country":228},"mBank","PL",{"id":230,"type":52,"title":231,"description":232,"path":233},"convert-mt940","Convert MT940 files to Excel","Convert MT940 statement files (.sta, .mt940) to Excel or CSV: :61: and :86: decoded into dates, signed amounts, payees and categories. Balance-checked.","\u002Fmt940-to-excel",{"id":235,"type":58,"title":236,"description":237,"path":238,"bank":239},"bank-nubank","Convert Nubank statements and faturas to Excel","Turn a Nubank extrato (OFX or PDF) or credit card fatura into Excel or CSV with every transaction categorized and checked against the balances.","\u002Fnubank-statement-to-excel",{"name":240,"country":241},"Nubank","BR",{"id":243,"type":58,"title":244,"description":245,"path":246,"bank":247},"bank-pko-bp","Convert PKO Bank Polski statements to Excel","Convert PKO BP PDF wyciągi to Excel or CSV. Where iPKO keeps statements, what MT940 and camt.053 reports cover, and how to convert older periods.","\u002Fpko-bp-statement-to-excel",{"name":248,"country":228},"PKO Bank Polski",{"id":250,"type":58,"title":251,"description":252,"path":253,"bank":254},"bank-rbc","Convert RBC Royal Bank statements to Excel","Convert RBC Royal Bank eStatements and credit card statements to Excel, CSV or QuickBooks. Where to find them and what happens when an account closes.","\u002Frbc-statement-to-excel",{"name":255,"country":256},"RBC Royal Bank","CA",{"id":258,"type":52,"title":259,"description":260,"path":261},"convert-scanned","Convert scanned bank statements and photos to Excel","Convert scanned bank statements, faxes and phone photos to Excel. Every row is checked against the statement's balances, so a misread digit gets caught.","\u002Fscanned-bank-statement-to-excel",{"id":263,"type":58,"title":264,"description":265,"path":266,"bank":267},"bank-smbc","Convert SMBC (Sumitomo Mitsui) statements and passbooks to Excel","Download SMBC Direct transactions as CSV, or convert older passbook pages and PDFs into a categorized, balance-checked Excel file. Limits explained.","\u002Fsmbc-statement-to-excel",{"name":268,"country":220},"Sumitomo Mitsui Banking Corporation (三井住友銀行)",{"id":270,"type":58,"title":271,"description":272,"path":273,"bank":274},"bank-sparkasse","Convert Sparkasse statements (Kontoauszüge) to Excel","Convert Sparkasse Kontoauszug PDFs to Excel or CSV, or upload CSV-CAMT and CAMT exports. Every transaction categorized and balance-checked.","\u002Fsparkasse-statement-to-excel",{"name":275,"country":204},"Sparkasse",{"id":277,"type":58,"title":278,"description":279,"path":280,"bank":281},"bank-unicredit","Convert UniCredit statements and movement lists to Excel","Download UniCredit movements as Excel, or convert PDF estratto conto, card statements and client PDFs to Excel or CSV — balance-checked and categorized.","\u002Funicredit-statement-to-excel",{"name":282,"country":212},"UniCredit",{"id":284,"type":58,"title":285,"description":286,"path":287,"bank":288},"bank-wells-fargo","Convert Wells Fargo statements to Excel","Convert Wells Fargo bank and credit card statements to Excel, CSV or QuickBooks, beyond the 18-month and 90-day download limits. Balance-checked.","\u002Fwells-fargo-statement-to-excel",{"name":289,"country":77},"Wells Fargo",{"id":291,"type":58,"title":292,"description":293,"path":294,"bank":295},"bank-ziraat-bankasi","Convert Ziraat Bankası statements to Excel","Convert Ziraat Bankası ekstre PDFs, scans and MT940 files to Excel or CSV. Where to find statements online, MT940 for companies, and a balance check.","\u002Fziraat-bank-statement-to-excel",{"name":296,"country":297},"Ziraat Bankası","TR",{"id":299,"type":41,"title":300,"description":301,"path":302},"guide-pdf-to-excel","How to convert a bank statement PDF to Excel","Seven ways to convert a bank statement PDF to Excel, from a free bank download and Excel's Get Data to Adobe, ChatGPT and converters — with pros and cons.","\u002Fhow-to-convert-bank-statement-pdf-to-excel",{"id":304,"type":41,"title":305,"description":306,"path":307},"guide-reconciliation","How to do a bank reconciliation in Excel","How to do a bank reconciliation in Excel: the step-by-step method, a template layout, the formulas to match transactions and a worked example.","\u002Fbank-reconciliation-in-excel",{"id":309,"type":41,"title":310,"description":311,"path":312},"guide-quickbooks-online","How to import a bank statement into QuickBooks Online","How to upload a bank statement to QuickBooks Online: menu path, the 3- or 4-column CSV format, 350 KB and 1,000-line limits, and fixes for failed uploads.","\u002Fimport-bank-statements-into-quickbooks-online",{"id":314,"type":41,"title":315,"description":316,"path":317},"guide-tally","How to import a bank statement into TallyPrime","How to import a bank statement into TallyPrime with Alt+O → Bank Statement, which formats Tally accepts, and what to do when you only have a PDF statement.","\u002Fimport-bank-statement-into-tally-prime",{"id":319,"type":41,"title":320,"description":321,"path":322},"guide-password-pdf","How to remove the password from your bank statement PDF","Remove the password from your own bank statement PDF with Chrome, Preview, Acrobat or qpdf, find your bank's password rule, and convert the statement.","\u002Fremove-password-from-bank-statement-pdf",{"id":324,"type":29,"title":325,"description":326,"path":327},"usecase-tax-preparation","Organize your bank statements for tax preparation","Turn a year of bank and card statements into categorized income and expenses, matched to Schedule C lines, with totals your tax preparer can use.","\u002Ftax-preparation",{"id":329,"type":29,"title":330,"description":331,"path":332},"usecase-small-business","Simple bookkeeping from your bank statements","Turn your business bank and card statements into simple books: every transaction categorized, totals by category and month, ready for your accountant.","\u002Fsmall-business",{"id":334,"type":29,"title":335,"description":336,"path":337},"usecase-personal-finance","Track your spending from bank statements","See where your money goes: turn past bank and credit card statements into a spreadsheet of spending by category and month. No bank login needed.","\u002Fpersonal-finance",{"id":339,"type":41,"title":340,"description":341,"path":342},"guide-ofx-files","What is an OFX file, and how is it different from QFX, QBO and QIF?","What an OFX file is, what's inside it, how it differs from QFX, QBO and QIF, how to open one in Excel, and how to make an OFX file from a PDF statement.","\u002Fwhat-is-an-ofx-file",{"id":21,"type":6,"title":22,"description":23,"path":24},{"id":130,"locale":345,"type":52,"slug":346,"title":347,"description":132,"h1":131,"lead":348,"updated":349,"hub":16,"steps":350,"blocks":360,"faq":454,"related":473,"alternates":474,"path":133,"hubPage":478,"relatedPages":479,"listing":485},"en","bank-statement-to-ofx","Convert Bank Statement to OFX (PDF and CSV to OFX)","Upload a bank or credit card statement — a PDF, a scan, a phone photo, or the CSV or Excel file your bank exports — and download an **OFX** file with a clean payee and a unique ID on every transaction, checked against the statement's own balances before it goes anywhere near your books.","2026-10-28",[351,354,357],{"title":352,"body":353},"Upload the statement","Drop a PDF, scan or photo, or a CSV or Excel export from online banking. You can upload several statements at once, and password-protected PDFs work too.",{"title":355,"body":356},"Check the result","Every transaction is extracted and checked: opening balance + money in − money out must equal the closing balance. Fix anything you like in the review — the check runs again on save.",{"title":358,"body":359},"Export to OFX and import it","Choose **Export → OFX** and open the file in your app's import screen. In most apps that is **File → Import** or a bank account's statement import.",[361,366,400,431,437,442,447],{"h2":362,"p":363},"What is an OFX file?",[364,365],"OFX (Open Financial Exchange) is a standard file format for bank and credit card transactions. Instead of columns that you have to map by hand, an OFX file labels everything: which account it belongs to, the date of each transaction, the amount, the payee, and the closing balance. That is why finance apps can import it without asking you which column is which.","OFX also removes two problems that plague CSV imports. Dates are written as YYYYMMDD, so 03\u002F04 can never be mistaken for 4 March or 3 April, and amounts always use a decimal point with a minus sign for money out. For the background — how OFX relates to QFX and QBO, and where banks offer it — see [what an OFX file is](\u002Fwhat-is-an-ofx-file).",{"h2":367,"p":368,"table":370,"note":399},"What's inside the OFX file you download",[369],"You get an **OFX 1.0.2** file (the SGML version), which is the version most personal finance and accounting apps read. Each statement becomes one statement section in the file:",{"head":371,"rows":374},[372,373],"OFX element","What's in it",[375,378,381,384,387,390,393,396],[376,377],"Account","A checking or savings account section, or a credit card section for card statements, so the app opens it as the right account type",[379,380],"DTPOSTED","The transaction date as YYYYMMDD",[382,383],"TRNAMT","The amount: negative for money out, positive for money in",[385,386],"TRNTYPE","DEBIT or CREDIT",[388,389],"FITID","A unique ID for each transaction, used by apps to recognise transactions they already have",[391,392],"NAME","The clean payee name, e.g. **Shell** instead of POS 4471 SHELL OIL 57442 (OFX allows up to 32 characters here)",[394,395],"MEMO","The full description exactly as printed on the statement",[397,398],"LEDGERBAL","The statement's closing balance and its date","Plain OFX has no Intuit bank ID, so QuickBooks Desktop won't import it. For QuickBooks Desktop, export the .qbo Web Connect file instead — see [bank statements to QuickBooks](\u002Fbank-statement-to-quickbooks).",{"h2":401,"p":402,"table":404},"Which apps import OFX?",[403],"OFX is supported by a long list of desktop and online apps. A few common ones, and the right file for the ones that need something else:",{"head":405,"rows":409},[406,407,408],"App","OFX?","Notes",[410,414,417,420,423,427],[411,412,413],"GnuCash","Yes","**File → Import → Import OFX\u002FQFX**. The first time, it asks which GnuCash account the file belongs to and remembers it",[415,412,416],"Xero","Use the bank account's statement import. Xero also takes its own CSV layout — see [bank statements to Xero](\u002Fbank-statement-to-xero)",[418,412,419],"Wave, Sage","Upload the OFX file in the bank account's statement upload",[421,412,422],"MoneyMoney, HomeBank","Both import OFX alongside CSV and QIF",[424,425,426],"QuickBooks Desktop","Use .qbo","Needs a Web Connect (.qbo) file, which is a separate export",[428,429,430],"Quicken","Use QIF","Quicken's file import is built around .QFX files from participating banks, so a plain OFX file often isn't accepted. Use [QIF for Quicken](\u002Fbank-statement-to-qif)",{"h2":432,"p":433,"note":436},"PDF to OFX: why the balance check matters",[434,435],"Once a transaction is imported, it sits in your register and gets reconciled against. If a converter skipped a line at a page break or read a debit as a credit, you usually find out weeks later when the account won't reconcile — and then you have to hunt for the cause.","Every statement is checked before you export it. The opening balance plus money in, minus money out, must equal the closing balance, and the running balance is checked on every row. Signs that were misread are corrected from the running balance, duplicate rows at page breaks are removed, and any row that still doesn't add up is flagged with its page number. A statement that doesn't balance uses no pages (up to 30 pages a month).","Scans and phone photos go through the same check. See [scanned bank statements to Excel](\u002Fscanned-bank-statement-to-excel) for tips on photos.",{"h2":438,"p":439},"CSV to OFX and Excel to OFX",[440,441],"Many banks only offer CSV downloads, while your app imports OFX more reliably. Upload the bank's CSV or Excel file and export OFX: columns are recognised automatically, including separate debit and credit columns, decimal commas and day-first or month-first dates, so there is no template to set up.","CSV, Excel, OFX, QIF, CAMT.053 and MT940 files use no pages, because there is nothing to read from images. You still need an active plan or a page pack to export them. If you want to go the other way — open an OFX file in a spreadsheet — upload it and export [Excel](\u002Fbank-statement-to-excel) or [CSV](\u002Fbank-statement-to-csv).",{"h2":443,"p":444},"How duplicates are avoided when you import twice",[445,446],"Each transaction in the file carries its own FITID. Apps that support OFX use it to spot transactions they have already imported: GnuCash, for example, [compares transaction IDs, dates and amounts](https:\u002F\u002Fwww.gnucash.org\u002Fdocs\u002Fv5\u002FC\u002Fgnucash-manual\u002Ftrans-import.html) against what is already in the account and skips exact matches. If you export the same statement again, the IDs stay the same, so a second import doesn't double up.","The one case IDs can't solve is overlap with a bank feed. Transactions that arrived through a live connection carry the bank's IDs, not ours, so the app sees them as different. Before importing, check the date of the last transaction the feed brought in, and use the export's date range to include only the period the feed doesn't cover.",{"h2":448,"ul":449},"Several statements in one OFX file",[450,451,452,453],"Select several statements and export them together; each account gets its own statement section in one file.","Limit the export to a date range, for example the months before your bank feed started.","A PDF that contains several accounts or currencies is split into one statement per account before export.","Accounts are identified by the last four digits of the account number, so the first time you import, your app may ask which account the file belongs to.",[455,458,461,464,467,470],{"q":456,"a":457},"What is an OFX file and which apps import it?","OFX is a standard file for bank transactions with the account, dates, amounts and payees labelled, so apps import it without column mapping. GnuCash, Xero, Wave, Sage, MoneyMoney and HomeBank are among the many apps that accept it.",{"q":459,"a":460},"Can I convert a CSV or Excel file to OFX?","Yes. Upload the CSV or Excel file from your bank and export OFX. Structured files like these use no pages, though you need a plan or page pack to export.",{"q":462,"a":463},"Which OFX version do I get?","OFX 1.0.2, the SGML version, which has the widest support. Bank accounts and credit cards get the matching statement type.",{"q":465,"a":466},"Will importing the same OFX file twice create duplicates?","Not in apps that check transaction IDs: each transaction has a unique FITID that stays the same if you export the statement again. Overlap with a bank feed is different — limit the export to dates the feed doesn't cover.",{"q":468,"a":469},"Does the OFX file work in QuickBooks Desktop or Quicken?","Not reliably. QuickBooks Desktop needs a .qbo Web Connect file, which you can export instead ([QuickBooks](\u002Fbank-statement-to-quickbooks)). For Quicken, export [QIF](\u002Fbank-statement-to-qif).",{"q":471,"a":472},"Is there a free PDF to OFX converter?","Your first statement is free (up to 10 pages, one month). After that you pay, but you always see the transaction count, the balance check result and the first rows before you pay. Pages cost from $12 for 100; see [pricing](\u002Fpricing).",[339,135,120,66,79],{"es":475,"fr":476,"en":133,"pt":477},"\u002Fes\u002Festado-de-cuenta-a-ofx","\u002Ffr\u002Freleve-bancaire-en-ofx","\u002Fpt\u002Fconverter-extrato-pdf-para-ofx",{"title":17,"path":19},[480,481,482,483,484],{"id":339,"type":41,"title":340,"description":341,"path":342},{"id":135,"type":52,"title":136,"description":137,"path":138},{"id":120,"type":52,"title":121,"description":122,"path":123},{"id":66,"type":52,"title":67,"description":68,"path":69},{"id":79,"type":52,"title":80,"description":81,"path":82},[],1793285443774]