Quick Links Download Purchase Contact Information Have a Question? Home Quick Facts Use this tool to import OFX files into Excel. This tool has a free trial. Supported on Windows and Mac. Latest Version Info Other Tools Product List Tools for QuickBooks Tools for Quicken New! Package Deals

OFX Reader for Excel Import your OFX banking, credit card, and investment statements in Excel. Use the OFX Reader to import your OFX, QFX, or QBO files into Excel. Also, import your statement data as a step to convert it to another format from Excel. After import, your data appears in a register layout with rows and columns. The tool supports checking, savings, credit card, and stock/investment accounts (including 401K & other retirement account downloads from your FI.) The tool works with Excel 2000 - 2007 for Windows and Excel OSX for the Mac. Trial Period The tool can be downloaded for a free trial, allowing you to try before you buy. Give it a test drive! The trial otherwise fully functional, but limited for use to 15 days. Purchase Information Registration keys can be purchased for $49 using various payment methods. Purchase now! Screenshots First, pick the OFX file to import: Select options for data placement: Example Results Checking Account: Credit Card Account: Investment Account Balances: Investment Account Activity:

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