How to Convert a CVS to OFX

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    OFX Converter

    • 1). Download, install and run OFX Converter (see Resources).

    • 2). Click "File > Open" to locate and load your CSV file and then click "Open."

    • 3). Click "Process" to convert a CSV to OFX.

    Delimited Text to MS Money Open Financial Exchange Converter

    • 1). Download, install and run Delimited Text to MS Money Open Financial Exchange Converter (see Resources).

    • 2). Enter your credit card or identification number assigned by your bank and enter your current monthly statement and then click "Open."

    • 3). Locate your CSV file on your computer and then click "Open" to convert your CSV to OFX.

    MT2OFX

    • 1). Download, install and run MT2OFX (see Resources).

    • 2). Click "Browse" to load the CSV file into MT2OFX.

    • 3). Click "Convert!" to begin the CSV to OFX conversion process.

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