Effortless Financial Conversion with CSV2OFX
CSV2OFX by MoneyThumb offers a seamless way to convert CSV files to OFX format, making personal finance management easier for users.
Convert .CSV files from your bank, credit card, or brokerage firm to .OFX files
- Instant, One-Step Conversions: Runs conversions with the single click of a button.
- Straightforward Interface: Employs a user-friendly platform that is simple to use, even for people with no experience in computer software.
- Worldwide Functionality: Delivers both U.S. and European date formats, multiple currencies.
- Customized Conversions: Flexible conversion of selected .CSV data with our intuitive Preview Mode.
- Advanced Security: Runs on your desktop without requiring uploading, downloading, login information, or direct access to your accounts.
- Comprehensive: Process bank accounts, credit card accounts, and brokerage accounts.
What else can I do with CSV2OFX?
- Download transactions from banks, credit card companies, or brokerages that do not support .OFX formats.
- Import transactions directly into your finance application.
- Edit transactions with Microsoft Excel or another spreadsheet program, and then import selected transactions (up to several years of data, not just 90 days) into your finance application.
- Run automatic conversions as part of a script.
CSV2OFX is free to download and try. The trial version will write up to 10 transactions to the .OFX file.
Full install for Microsoft Windows and Portable version for Max OS X, Linux, and Unix.
Overview
CSV2OFX Convert is a Shareware software in the category Home & Hobby developed by MoneyThumb.
The latest version of CSV2OFX Convert is 10.2.13, released on 06/09/2018. It was initially added to our database on 06/10/2016.
CSV2OFX Convert runs on the following operating systems: Windows. The download file has a size of 5.3MB.
CSV2OFX Convert has not been rated by our users yet.
Pros
- User-friendly interface for easy navigation
- Supports bulk conversion of CSV files to OFX format
- Retains transaction data accurately during conversion
- Provides customizable settings for conversions
- Offers a free trial to test functionality before purchasing
- Fast and efficient conversion process
Cons
- Limited compatibility with older CSV formats
- Paid software, which may not suit all budgets
- May require additional purchases for full feature access
- Customer support response times may vary
- Some users report minor bugs in specific scenarios
FAQ
What is CSV2OFX Convert?
CSV2OFX Convert is a software tool developed by MoneyThumb that converts financial data from CSV format to OFX format.
What is the purpose of converting CSV to OFX?
Converting CSV to OFX allows users to import their financial data into accounting software that supports the OFX format, making it easier to manage and analyze their finances.
What types of CSV files can be converted using CSV2OFX Convert?
CSV2OFX Convert supports the conversion of various types of CSV files, including bank statements, credit card transactions, and other financial data.
Is CSV2OFX Convert easy to use?
Yes, CSV2OFX Convert is designed to be user-friendly and intuitive, making the conversion process simple for users of all levels.
Can I customize the conversion settings in CSV2OFX Convert?
Yes, CSV2OFX Convert allows users to customize various conversion settings such as date formats, account mappings, and more to tailor the output to their needs.
Does CSV2OFX Convert support batch conversion?
Yes, CSV2OFX Convert supports batch conversion, allowing users to convert multiple CSV files to OFX format in one go for increased efficiency.
Is there a trial version of CSV2OFX Convert available?
Yes, MoneyThumb offers a trial version of CSV2OFX Convert for users to try out the software before purchasing a full license.
What operating systems does CSV2OFX Convert support?
CSV2OFX Convert is compatible with Windows and Mac operating systems to cater to a wide range of users.
Can I get technical support for CSV2OFX Convert?
Yes, MoneyThumb provides technical support to help users with any questions or issues they may encounter while using CSV2OFX Convert.
Elena Angelini
I'm Elena, your go-to software reviewer at UpdateStar and tech enthusiast. Whether you're a user seeking the latest software titles or software news I've got you covered. When I'm not diving into the latest software, you can find me exploring nature trails, camping under the stars, or competing in online multiplayer games. My reviews are designed to be fun, engaging, and packed with all the details you need to make informed decisions.
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