Icon of program: Excel Add-In for OFX

Excel Add-In for OFX for Windows

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Used Excel Add-In for OFX for Windows?

Editors’ Review

Download.com staff
The CData OFX Excel Add-In integrates live financial account data directly into Microsoft Excel. It enables users to search, aggregate, read, write, and update credit card, bank, and financial data for analysis and management.

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  • Pros

    • Connects with live financial account data directly from Excel.
    • Supports searching, aggregating, reading, writing, and updating data.
    • Completely self-contained; no additional software installation required.
    • Integrated with Excel toolbar and ribbon for direct access.
    • Facilitates mass imports, exports, updates, and data cleansing.

  • Cons

    No Cons available

Icon of program: Excel Add-In for OFX

Excel Add-In for OFX for Windows

Download now

Used Excel Add-In for OFX for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
5816
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows NT
  • Windows Server
  • Windows 10
  • Windows Vista
  • Windows 7
  • Windows 8
  • Windows ME
  • Windows 98
  • Windows 2000
  • Windows XP
  • Windows 2003
Additional Requirements
None
POPULARITY
Total Downloads
1,806
Downloads Last Week
2
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Program available in other languages

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Developer’s Description

By CData
Connect Excel with OFX Financial Accounts data.
The OFX Excel Add-In is a powerful tool that allows you to connect with live financial account data directly from Microsoft Excel. Use Excel to search, aggregate, read, write, and update your credit card, bank, and financial account data. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live OFX Financial Accounts tables of data.*Key Features:-Completely self-contained; no additional software installation is required.-The Excel Add-In for OFX is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.-Modify and delete Records.-Quickly export and backup data.-Operate on data with Charts and Pivot Tables.*Easy-To-Use, Straightforward Configuration:1-Install the Add-In2-Login with User & Password3-Select TablesInstalling any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live OFX Financial Accounts Data.
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