Convert PDF bank statements to OFX

OFX is the bank file format most accounting and personal finance apps import. Create OFX from PDF statements in a few seconds.

Try a sample statement first, nothing to upload and no pages used:

Sample data: the US checking sample from Summit National Bank. Try it with the US checking (PDF) button.

Balanced Opening $5,234.10 + transactions = closing $14,670.88, the closing balance on the statement.

Opening
$5,234.10
Money in
$12,978.51
Money out
$3,541.73
Closing (statement)
$14,670.88
Closing (computed)
$14,670.88
Difference
$0.00

Standard OFX 1.0.2

RowBalance writes the widely supported OFX 1.0.2 format with a statement aggregate, CREDIT/DEBIT types, unique transaction IDs and a ledger balance. Xero, Sage, FreeAgent, Quicken, Moneydance and most bank-feed importers accept it.

How to do it

  1. Drop your PDF statements above.
  2. Confirm the statement balances.
  3. Download OFX.

Excel and CSV are free for up to 5 pages a day, or 10 with a free account. QuickBooks, Xero and OFX files and batch conversion are on paid plans, from a $9 one-off pass: see pricing or go back to the converter.

Questions

Does Xero accept OFX?

Yes. In Xero open the bank account, choose Import a statement and upload the OFX file. RowBalance can also create a Xero-format CSV.

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