LedgerBox

Convert a bank statement PDF to OFX

Upload a PDF or scanned statement and download an Open Financial Exchange file. QuickBooks' QBO and Quicken's QFX are both licensed versions of OFX. Reach for this one when the software at your end is not made by Intuit.

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OFX file · shape

No header row

The open format the QBO file is a licensed flavor of.

The same OFX 1.02 document as the QBO, without Intuit's tags. The account and the statement period are declared once, then each transaction carries a date, an amount, a type, and a stable id. That id lets a second import of an overlapping period match rows instead of duplicating them.

Approve a document and download the OFX. Downloading an accounting file needs a paid subscription.

How to get the file

  1. Upload the statement

    Any bank or card statement, digital or scanned. Balances are reconciled before the document is marked clean, so the entries you import are entries that added up.

  2. Download the OFX

    The account and the statement period are declared once at the top, then one entry per transaction. Nothing to map, and no column order to get wrong.

  3. Import it where you need it

    Anything with an OFX import path reads it: Quicken, Sage, MoneyDance, GnuCash, and most desktop accounting software. Quicken is the exception worth knowing about, and the QFX page explains why.

Import notes

Review the file limits and import requirements.

A repeated import matches instead of duplicating

Every entry carries an id derived from the row it came from, which is what OFX readers use to recognize a transaction they have already seen. Importing a second statement that overlaps the first matches the shared rows rather than doubling them.

One account and one period per file

OFX declares both once, so there is nowhere in the file to put a second statement. Every other export here merges across a selection; this one exports a document at a time. QIF is the format that merges.

It is the same document as the QBO, without Intuit's tags

The QuickBooks Web Connect file is OFX with Intuit's extensions added. Both are written by the same builder, so a fix to one is a fix to the other. Pick the QBO for QuickBooks and this for everything else.

Planned format checks

LedgerBox will add the format after it can create and import the file in your OFX tool. The transactions must import with the correct values.

OFX export FAQ

How do I convert a PDF bank statement to OFX?

Upload the statement PDF, review anything that came back flagged, approve it, and download the OFX. The file declares its own account and statement period, so the import needs no column mapping. Downloading an accounting file needs a paid subscription.

What is the difference between OFX and QFX?

QFX is Quicken's licensed variant: an OFX file with an Intuit-issued institution id inside it. Quicken checks that id against Intuit's own list and refuses files without one, which is why LedgerBox writes OFX and not QFX. The QFX page has the full reason.

Can LedgerBox read an OFX file and convert it to something else?

No. LedgerBox reads PDFs and images. It writes OFX; it does not read one, and it does not convert one data format into another in either direction. The thing it converts is the statement document itself.

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Available and planned export formats. See all thirteen, grouped