Bank Statement to OFX Converter

Turn a PDF bank statement into a standards-based OFX file that Quicken and similar finance apps can import directly.

Drag & drop your file here, or

Max 15 MB · processed in memory, never stored on our servers

Convert to:

What is an OFX file, and why would you need one?

OFX (Open Financial Exchange) is the file format Quicken, and historically Microsoft Money, use to import a list of transactions in one step — dates, descriptions, and amounts land directly in your account register instead of being typed in by hand. Banks usually offer an OFX download for recent statements, but older or archived statements are often only available as PDF. This tool bridges that gap: upload the PDF, and get back a valid OFX file built from the transactions it contains.

How it works

  1. Upload your statement PDF

    Drag and drop the PDF bank statement.

  2. OFX is pre-selected

    The tool automatically finds the date, description, and amount for each transaction.

  3. Preview the transactions

    Check dates and amounts look right before downloading.

  4. Import into Quicken

    Use File → File Import, choose the .ofx file, and match it to the right account.

Why use this converter

Standard OFX 1.02

Produces the same SGML-based OFX format used by Web Connect downloads, so most finance apps accept it without extra configuration.

Debit/credit aware

Automatically signs each transaction correctly, whether your statement lists a single amount column or separate debit/credit columns.

No bank connection

This is a one-time file conversion — it never connects to your bank or asks for login credentials.

Also exports QIF, CSV & Excel

Switch formats from the same upload if OFX isn't what you need.

Importing your OFX file

In Quicken, the exact menu wording varies by version and platform, but the general path is File → File Import → Web Connect File (.ofx). Select the file you downloaded here, then choose which account it belongs to. If your software doesn't accept OFX, try the QIF export instead, which many older or alternative tools (like GnuCash) support.

Not a bank connection

This tool only converts a PDF you already downloaded from your bank. It never asks for your online banking username or password, and it never connects to your bank on your behalf.

Frequently asked questions

What is an OFX file used for?

OFX is a structured file format that lets finance software like Quicken import a list of transactions automatically, instead of requiring manual entry.

How do I import an OFX file into Quicken?

Go to File → File Import → Web Connect File (.ofx), select the file, and assign it to the correct account. Exact menu names vary slightly by Quicken version.

Is this the same as Direct Connect or bank syncing?

No. This produces a standalone OFX file from a PDF you already have — similar to a manual "Web Connect" download — rather than a live, ongoing connection to your bank.

Why would I need to convert a PDF to OFX instead of downloading OFX from my bank?

Many banks only offer OFX downloads for a limited recent period, or don't offer OFX at all for certain account types. This tool lets you generate one from any PDF statement, including older archived ones.

Is this OFX converter free?

Yes, for files up to 15 MB and 60 pages, with no sign-up required.

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