Convert · OFX

Convert a bank statement to OFX

Open Financial Exchange (.ofx) — the standard bank/credit-card statement format imported by Quicken, QuickBooks Desktop and most accounting tools.

  • Output: Open Financial Exchange (.ofx) — the standard bank/credit-card statement format imported by Quicken, QuickBooks Desktop and most accounting tools.
  • A balance check on every job: opening + net movement must equal the closing balance
  • A confidence score, so a rough scan is flagged instead of silently guessed
  • Included on Pro and Scale plans

FAQ

OFX conversion questions

What does the OFX file look like?

Open Financial Exchange (.ofx) — the standard bank/credit-card statement format imported by Quicken, QuickBooks Desktop and most accounting tools.

Is converting to OFX free?

OFX export is available on the Pro and Scale plans (Excel, CSV and JSON are free on every plan) — see /pricing for details.

Does the output include a balance check?

Yes — every conversion, in every format, is checked against the statement's own opening and closing balance, with a confidence score attached.

Can I do this from code or an AI agent?

Yes — the same OFX output is available through the API and MCP server. See /developers.

Other formats

Need a different format?

Convert your statement to OFX now

Free for 10 pages a month. Ledgerary checks the balance on every job.