Open an OFX file in Excel

Modified on Mon, Jul 5, 2021 at 2:19 PM

OFX Format

OFX files offered in online banking to download transaction details. OFX files provide date, amount, payee/payer, memo, check number, investment details for investment transactions. OFX files are also called "Microsoft Money" files.

How to view or open an OFX file

Download and install the Transactions app, OFX2CSV or Bank2CSV
Start OFX2CSV and locate an OFX file
Review transactions
Click Save to save a CSV file and then open it in Excel (or other spreadsheet application) or click Copy to clipboard and then switch to Excel and click Paste there

Supported Account types

Bank (Checking/Savings/Credit Line)
Credit Card
Investment