Bank2CSV

CNET Editors' review

by: CNET staff on April 25, 2011

Online banking has been one of the Internet's greatest conveniences, eliminating not just tons of paper but also delays, lag time, and errors. What could be better, you say? Well, electronic bank and credit card statements could be more useful. ProperSoft's Bank2CSV is a free utility that converts your electronic bank and credit card statements from the OFX, QFX, QIF, QBO, and OFC formats used by programs such as QuickBooks, Quicken, and Microsoft Money into spreadsheet-compatible Comma Separated Value (CSV) files that are compatible with Microsoft Excel, OpenOffice.org, and other spreadsheets.

Bank2CSV's simple, dialog-based interface is businesslike and efficient, with a file entry field, a Select and Load button, and a main view with tabs for Transactions, Source, and Settings. The Settings involved selecting QIF dates as well as Currency, Shares, and Date formats; we could also select an interface language as well as add or edit translations from the Settings menu on the file menu bar. The main view is the gridded Transactions field, which displays Row #, Account Name, Account #, Date, Notes, In, Out, and Amount in expandable headings. Bank2CSV is extremely simple to use. We clicked Select and Load and browsed to a saved account statement. We selected an output directory, but Bank2CSV does everything else, once you've set your options. It's also available in a Pro edition that offers more features, such as customizable currency and data output formats and the ability to attach files, but we think most users will be happy with the free version. For converting your downloaded and saved bank and credit card statements to a format that lets you open them in Excel, it's all you need and the very tool for the job.

Bank2CSV is a fine example of a simple, free tool that does a simple, useful thing; just the sort of job many people probably never think about until they need it. If that's you, look no further: you're covered.