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Convert a bank statement PDF to OFX

OFX is the bank-feed format that Xero, Quicken, Sage, MoneyWorks and GnuCash all accept. Make one from any PDF statement.

  • See every row checked, no account needed
  • Download free, one statement a day, with an email sign-in
  • Files deleted after 60 minutes
Opening balance2,450.75
Jan 2Payroll Acme Corp3,120.005,570.75
Jan 3Amazon Mktp US-45.205,525.55
Jan 5Shell Oil 5741-61.345,464.21
Jan 6Comcast Cable-89.995,374.22
Jan 8Zelle from J Smith250.005,624.22
Jan 9Whole Foods Mkt-132.485,491.74
Each row is ticked only when it adds up to the balance printed on the statement.

Why convert to OFX

OFX (Open Financial Exchange) is what banks use for downloadable statements. Unlike CSV, it carries the currency, the statement period and a unique ID for each transaction, so accounting software can import it without asking you to map columns.

<STMTRS><CURDEF>GBP
<BANKTRANLIST><DTSTART>20260101<DTEND>20260131
<STMTTRN><TRNTYPE>DEBIT<DTPOSTED>20260103
<TRNAMT>-45.20<FITID>9f2c41a07be3d58e1c20
<NAME>TESCO STORES 2041</STMTTRN>
Inside the .ofx file

Importing the OFX file

  1. Xero: open Accounting, then Bank accounts. On the account, choose Manage account, then Import a statement, and upload the .ofx file.
  2. Quicken: File, then File Import, then Web Connect (.QFX) or OFX file.
  3. Sage Accounting: Banking, then the account, then Import statement.
  4. GnuCash: File, then Import, then Import OFX/QFX.

How to import a bank statement into Xero

Need a different format? Bank statement to Excel, Bank statement to CSV, Bank statement to QuickBooks, Bank statement to QIF.

What happens to your statement

Deleted after 60 minutes
Your PDF and the converted files are deleted automatically one hour after upload. A countdown on the result shows exactly when.
Never used for training
Statements are processed only to produce your file. We don't keep them, sell them or train models on them.
Encrypted in transit and at rest
Uploads travel over TLS and are stored encrypted until they're deleted.
No bank login, ever
We only read the PDF you choose. We never ask for your online banking credentials.

Read the full data handling policy

Questions

Is OFX the same as QFX?

Almost. QFX is Quicken's variant of OFX. Most versions of Quicken import our OFX file directly.

Which currency will the file use?

The statement's currency, detected from the PDF: USD, GBP, CAD, AUD or NZD.

Should I use OFX or CSV for Xero?

Either works. OFX imports without any column mapping, so it's usually quicker.