Bank statement PDF to OFX
OFX is the file most accounting and budgeting apps import from a bank. Get one from your PDF statement: the transactions, their dates and the ending balance.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
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Your statement never leaves your device
How to do it
- Download the statement as a PDF from online banking.
- Choose the file here and look at the check line: if the balances add up, no transaction is missing.
- Click "OFX".
- Import the file in your app: in Xero, Import a statement on the bank account; in YNAB, File-based import; in GnuCash, File › Import › Import OFX/QFX.
Tips
- Each transaction gets an ID made from its date, amount and description, so importing an overlapping statement again does not add the same transactions twice.
- The file carries the ending balance from the statement, so the app can show it next to the account.
- A credit card statement is saved as a credit card account, with purchases as charges.
- For QuickBooks, download QBO instead: it is the same file with the bank ID QuickBooks asks for.
Questions
OFX, QBO or QIF: which one?
OFX for most apps (Xero, YNAB, GnuCash, Moneydance). QBO for QuickBooks. QIF for Quicken for Mac and older software that does not read OFX.
Can I import a statement with several accounts?
Yes. When the PDF has more than one account, each one goes into the file as its own account and the app asks where to put it.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and writes the file on your device. Nothing is sent to a server, and there is no account to create and no page limit.
Does it work with a scanned statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.