CSV2OFX

CSV2OFX

Convert document content to the Open Financial Exchange format
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4.5

on 4 votes
License: Shareware $39.99
Total downloads:769 (4 last week)
Operating system:Windows XP/Vista/7/8/10/11
Latest version:4.0.239
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Description

Facilitate file conversion from CSV, TXT and XLS to OFX format. Preserve the original structure and content of the files and import transaction information into products such as Microsoft Money and Peachtree. Monitor the conversion process and directly access the results.

CSV2OFX is an effective free tool for users needing to convert financial data. The latest version, CSV2OFX 4.0.239, has been crafted by ProperSoft and comes in an executable file named 'csv2ofx.exe'. This program operates smoothly on multiple versions of Windows, including Windows XP, Vista, 7, 8, 10, and 11, ensuring compatibility with an array of systems. Users who have previously tried versions like 4.0, 3.4, and 3.3 of the program will find the same consistency and reliability in this latest iteration.

As a part of the Office Tools category and falling under the Document Management subcategory, CSV2OFX is particularly useful for those looking to manage their financial documents seamlessly. Whether needing to import transactions in unsupported formats or convert statements, CSV2OFX simplifies these tasks greatly. This application converts CSV files to OFX format, making it feasible to import transaction data into programs such as MS Money, Sage One, Xero, YNAB, AccountEdge, Banktivity, and Ace Money. It even allows extraction of transaction data from CSV or Excel files obtained from one's bank.

Pros:

  • Free to use with a straightforward download process.
  • Supports a wide range of Windows OS versions from XP through 11.
  • Effective for delivering accurate conversion from CSV to OFX format.
  • Versatile usage with multiple finance management applications.

Cons:

  • Limited to the Windows OS platform.
  • Interface might seem dated to some users.

Overall, CSV2OFX by ProperSoft is a robust program for those needing to convert and manage their financial documents efficiently.

It is not possible to confirm if there is a free download for this software available on the developer's website. We recommend checking the downloaded files with any free antivirus.

You may want to check out more software, such as Professional Notepad, Movie Outline or P-touch Editor, which might be related to CSV2OFX.

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