PDF to OFX converter
When your bank only gives you PDFs and your accounting app wants OFX, convert the statement here. It's read in your browser and balance-checked before you download.
Converted in this browser. The PDF is never uploaded. Check it yourself
- Stays on your device. The PDF is read in your browser and never uploaded.
- Checked against the balance. Rows that don't add up to the printed balance turn red.
- Free for 5 pages a day. Excel and CSV, no account.
Download
QBO, OFX and Xero settings
QuickBooks Desktop matches the bank ID against its list of banks; if it refuses the file, enter your bank's ID. Credit card statements are exported as credit card accounts automatically. Xero reads CSV dates in your organisation's regional order, so pick the order your Xero organisation uses.
How it works
Drop the PDF
The statement is read on your device.
Check the balance
Fix any highlighted rows so the file matches the statement.
Download OFX
Import it into any app that accepts OFX bank files.
About the OFX file
The download is an OFX 1.02 file, the widely supported SGML version of the Open Financial Exchange format. It contains the account, the statement period, one entry per transaction with a stable transaction ID, and the closing balance.
Many accounting and personal finance apps accept OFX, Xero and GnuCash among them. Because each transaction has a fixed ID, re-importing the same statement shouldn't create duplicates in apps that check IDs.
Bank statements are written as checking accounts unless you choose savings in the settings; credit card statements are written as credit card accounts. For QuickBooks, use QBO instead.
Check that nothing is uploaded
You don't have to take our word for it. Two ways to see for yourself:
- Go offline. Once this page has loaded, turn off Wi-Fi or switch on airplane mode, then drop a statement in. It still converts, because the converter runs in your browser and the page keeps a copy of itself for offline use.
- Watch the network. Open your browser's developer tools (F12, or Cmd+Option+I on a Mac), choose the Network tab, then convert a file. You'll see no request carrying your PDF.
The one exception is AI repair, which you have to switch on yourself for a statement our parser couldn't read cleanly. It sends the text we extracted from the PDF (not the file) to our server, and only after you tick a box agreeing to it. Details are on the privacy page.
Free now, Pro coming soon
Everything in the Free column works today. Pro isn't on sale yet; this is what it will include.
| Free | Pro | |
|---|---|---|
| Pages converted in your browser | 5 a day | Unlimited |
| Balance check and editing | Yes | Yes |
| Excel and CSV | Yes | Yes |
| QBO, OFX, QuickBooks CSV, Xero CSV | No | Yes |
| Merge several statements into one file | No | Yes |
| AI repair (opt-in) | 2 pages a day | 500 pages a month |
| Account needed | No | A license key, sent by email |
Questions
What's the difference between OFX and QBO?
QBO is OFX plus a QuickBooks bank ID. Use QBO for QuickBooks and OFX for everything else.
Is the OFX download free?
It's part of Pro, which isn't on sale yet. The table, the balance check and the Excel and CSV downloads are free.
Does Quicken take these files?
Quicken mainly imports its own QFX variant of OFX, which we don't produce. Check your Quicken version's import options before buying for Quicken.
Is my statement uploaded?
No. The PDF is opened and read by your browser, on your device. The only time anything leaves your device is AI repair, which you switch on yourself; it sends the extracted text, not the file, and we don't store it.
Does it work with scanned statements?
Not yet. The converter reads the text inside a PDF. A scan or a photo of a statement is an image with no text in it, so nothing comes out. Most statements downloaded from online banking are text-based.