How to Convert OFX to CSV - Export Bank Data to Excel

Learn how to convert OFX files to CSV format for Excel analysis. Simple step-by-step guide with free online tools.

OFX files contain valuable bank transaction data, but they're in XML format which isn't easy to work with in Excel. Converting OFX to CSV allows you to analyze your bank data in spreadsheets, create reports, and perform calculations.

Why Convert OFX to CSV?

• Excel compatibility: Work with data in familiar spreadsheet format
• Data analysis: Use Excel formulas and pivot tables
• Custom reports: Create your own financial reports
• Easy sharing: CSV files are universally compatible
• Data manipulation: Sort, filter, and analyze transactions easily

Step 1: Get Your OFX File

Download your bank transactions in OFX format from your online banking portal. Most banks offer this option in their export/download section.

Step 2: Upload OFX File

Upload your OFX file to ClearVault's converter. The system will automatically parse the XML structure and extract all transaction data.

• Navigate to the converter
• Select your OFX file
• Wait for automatic processing