OFX to PDF converter
Turn an OFX file into a printable transaction report in your browser, with every transaction and the totals. Your file never leaves your computer. 2 free a day, no sign-up.
No file to hand?
Tally needs both ledger names exactly as they are in your company.
New company? Download the ledger setup file too and import it first (Import, then Masters).QuickBooks Desktop needs both account names exactly as they are in your chart of accounts.
QuickBooks makes any account it doesn’t know into a new bank account, so check the spelling.- Runs in your browser
- 2 free a day, no sign-up
- OFX in, PDF out
01 / Why convert
A printable transaction report from an OFX file, with totals.
02 / What carries over
From OFX to PDF, field by field.
What the OFX file can hold, and where it goes in the report.
| In the OFX file | In the report |
|---|---|
| Date | Kept |
| Amount (money in and out) | Kept |
| Payee or description | Kept |
| Memo (extra text) | Kept |
| Check or reference number | Kept |
| Bank’s transaction ID (FITID) | The report has no place for it |
| Account number | Last 4 digits only |
| Currency | Kept |
| Credit card (not a bank account) | Kept |
03 / Opening it
Reading and printing the report.
Any computer or phone
- Open it in any PDF viewer, or print it.
- Every page is headed “Transaction report” and says it is not a bank statement.
04 / The OFX file
Getting an OFX file.
Open Financial Exchange, the open bank-download format behind QBO and QFX. Xero, Sage, MYOB, GnuCash, Moneydance and most accounting apps read it.
- Online banking: Transactions, then Download, then OFX (or “Microsoft Money”). Common at banks outside the US.
Have a bank statement PDF instead? The bank statement converter reads it in your browser too.
05 / Good to know
The details that matter.
- A OFX file with several accounts (checking and savings in one download, say) lets you choose the account.
- OFX 1.x and 2.x are both read, along with the bank’s corrections to earlier transactions.
- The report never looks like a bank statement: it is titled “Transaction report”, says on every page that it is not a bank statement, shows only the last 4 digits of the account number, and has no bank name or balance boxes.
06 / Questions
Straight answers.
Is this OFX to PDF converter free?
Yes, for 2 files a day with no account. A free account (just your email, no password) gives you 2 more, and paid plans have no daily limit. It runs in your browser, and nothing is stored.
Is my OFX file uploaded anywhere?
No. The file is read and the PDF file is written by code running in this browser tab. Neither is sent to a server. You can check: open your browser’s developer tools, go to the Network tab, and convert a file.
Is the PDF a bank statement?
No, and it is made so it can’t pass for one. It is a transaction report: titled as such, marked “Not a bank statement. Not issued by a bank.” on every page, with no bank name, logo or balance boxes, and only the last 4 digits of the account number.
My OFX file has several accounts. Which one is converted?
The first, until you choose another: when a file holds more than one account (checking and savings, say), the panel lists them all.
07 / More converters
Other files, same idea.
All of them run in your browser. For PDFs, start at the bank statement converter; every converter is on the converters page.