Bank2CSV

Editors' Rating:
4
Excellent
Average User Rating:
4.0
out of 5 votes
See all user reviews

Quick Specs

Version:
2.2.2.9
File Size:
1.99MB
Date Added:
March 27, 2014
Price:
Free to try (Trial version saves up to 100 transactions per file); $47.00 to buy (Buy it now)
Operating Systems:
Windows 2000/XP/2003/Vista/Server 2008/7/8
Total Downloads:
3,712
Downloads Last Week:
76
Product ranking:
Additional Requirements:
Not available

Editors' review

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.

Publisher's Description

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All User Reviews

    Results 1-5 of 5

  • 5 stars

    "Free edition discontinued"

    May 20, 2012   |   By sergiytytarenko

    Version: Bank2CSV 2.0.0.7

    Pros

    Added categories and memorized transactions for QIF files.

    Cons

    Free edition is discontinued.

    Summary

    Please notice that free edition is discontinued. You can freely used the application for view various bank statement formats, but the output is limited to 3 transactions in the trial mode.

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  • 4 stars

    "Did what I wanted it to do"

    February 17, 2012   |   By JB_Lapree

    Version: Bank2CSV 2.0.0.6

    Pros

    I had no program to view a downloaded OSX bank document. This did the trick

    Cons

    none that I ran into

    Summary

    I needed to view a Bank OSX document downloaded to my desktop. This opened the download. It was fast and exactly what I needed.

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  • 2 stars

    "Not really free"

    January 21, 2012   |   By azlefty0

    Version: Bank2CSV 2.0.0.5

    Pros

    Seems to do as described in the Cnet review

    Cons

    The Cnet review is misleading because the free version only exports 3 records. I was trying to get a data dump of all of my bank statements for the year to do my taxes, but it would only export the entire set if I upgrade.

    Summary

    Be prepared to pay if you want a useful tool.

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  • 5 stars

    "simply works"

    December 29, 2010   |   By JJH13

    Version: Bank2CSV 1.5.2.1

    Pros

    easy and works for simple use

    Cons

    didn't use extensively enough to find a con

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  • 4 stars

    "It Does What It Says It Does"

    December 10, 2010   |   By EthericMagnetic

    Version: Bank2CSV 1.5.1.4

    Pros

    This app is easy to use. You do not need any directions or to read a 'read.me' file. It gets the job done.

    Cons

    GUI is mininum but its doesn't take away from the functionality. Also being that this is a free app, there is not a whole lot of bad things you can say about it. It gets the job done.

    Summary

    This is a simple application, you can view your file directly from the application or save it in the format that Excel reads. This is very handy if you don't have Quicken on your computer already. For some reason our Banking and Financial Institutions believe we should have it. However if you are like me and don't have it; and you really don't want to spend money on it. You don't do expense reports or anything of that nature. If just want to be able view your Banking Account history every now and then. This app is definitely for you. I give it a thumbs up

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  • Results 1-5 of 5

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