Why convert OFX to XLSX?
People convert OFX to XLSX to work with bank transactions in Excel - building budgets, sorting by category, running calculations, or sharing data with accountants. OFX is a financial-specific format (SGML or XML with bank tags) that Excel cannot import natively, so a conversion step is required.
How to convert OFX to XLSX
GnuCash OPEN-SOURCE
Import the .ofx file via File > Import > Import OFX/QFX, then export transactions to CSV from the account register. Open the CSV in Microsoft Excel and save as .xlsx via File > Save As.
ProperSoft APP
Load the .ofx file in ProperSoft's Bank2CSV/Transactions tool and choose XLSX or CSV as the output format, then open the result in Excel.
Microsoft Excel APP
Once you have a CSV exported from GnuCash or another tool, open it in Excel and use File > Save As > Excel Workbook to save as .xlsx.
Programs that convert OFX
About these formats
.OFX
Open Financial Exchange
An OFX (Open Financial Exchange) file contains bank statements or credit-card transactions downloaded from your online banking portal. To open it, import it into GnuCash (free), Quicken, or…
Open .OFX details →
.XLSX
Microsoft Excel Open XML Workbook
An XLSX file is a Microsoft Excel spreadsheet saved in the Open XML format, introduced with Excel 2007 as the replacement for the older binary XLS format. You can open it without buying…
Open .XLSX details →Quality & what to watch
- Excel cannot import OFX directly - the standard approach is a two-step process: OFX to CSV, then CSV to XLSX.
- Transaction date, amount, payee name, memo, and debit/credit type carry over; account balance, sign-on metadata, and institution identifiers in the OFX header do not.
- OFX files contain sensitive bank data - prefer an offline tool over unknown online converters.
