CSV2OFX for Windows

Name: CSV2OFX
Rating: 3 (3 reviews)
Author: ProperSoft

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Used CSV2OFX for Windows?

Editors’ Review

Download.com staffFebruary 26, 2026

This tool converts CSV and Excel bank transaction files into OFX format for easy import into popular accounting software. It streamlines data entry and reduces errors.

Top Recommended Alternative

IBM SPSS Statistics

Paid

2.3

Pros
- Supports CSV XLS and XLSX file formats
- Creates importable OFX files
- Selectable OFX variants for compatibility
- Reviews transactions before conversion
- Saves time and avoids manual errors
Cons
- Free trial limited to 10 transactions per file
- No explicit mention of direct bank connections

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Full Specifications

GENERAL

Release: December 6, 2018

Latest update: February 26, 2026

Version: 3.4.4

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows 10
Windows Vista
Windows 7
Windows Server
Windows 8
Windows XP
Windows 2000
Windows 2003

Additional Requirements: None

POPULARITY

Total Downloads: 20,959

Downloads Last Week: 5

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Last Updated

User Reviews

3/5

3 User Votes

Online activation does not work after purchase
richardtjMay 23, 2016
Pros
Looks to work on trial
Cons
Cant activate full version after paying for it
Summary
Feel I've been conned. Trying to get my money back
Great Free Download of CSV2OFX
yazminebratz121August 24, 2014
Pros
Some of the pros of this software is that it is free. I needed to convert a CSV file to an OFX file for work. I googled around for solutions and I found this software by Propersoft. OFX files work a lot easier for balancing bank statements, credit card statements and balancing all of our investing that we are doing at work. The OFX files have made it easier for us. The download was quick and easy. I'm not noticing any problems with the software.
Cons
No problems with the software at this time.
Summary
3 day free trial useless to casual user-CSV2OFX advised
ColdWestJuly 5, 2014
Pros
trial extended upon request
Cons
still have not used and will uninstall rather than try, not worth anything when little call as casual user
Summary

Developer’s Description

By ProperSoft

Convert CSV to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge.

Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert CSV to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge, Banktivity, Ace Money. Extract transaction data from CSV or Excel files from your bank. Prepare transactions quickly in Excel and convert. Work directly in Excel and copy data into the converter and convert. Open files in XLS and XLSX or CSV formats. Create importable OFX files. Select compatible OFX variant for your accounting software. Review transactions in a readable view before converting.

Free trial (up to 10 transactions per file converted) is available. Support is available before and after purchase. Knowledge base with the solutions for similar conversions. Question and Answers page to ask questions and get help with developers and other users. Buy with confidence: money back guarantee is provided for 14 days. Save time and avoid data entry and manual errors.

CSV2OFX for Windows

Editors’ Review

Top Recommended Alternative

IBM SPSS Statistics

Pros

Cons