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3.5/5 6
Converts CSV, TXT and XLS files to OFX format (Open Financial Exchange), enabling users to import transaction files into apps like MS Money

editor's review





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CSV2OFX is a simple-to-use application that facilitates file conversion from CSV, TXT and XLS to OFX format (Open Financial Exchange), thus enabling users to import transaction information into applications such as Microsoft Money.

The tool comes packed with just a few intuitive options that can be figured out by all types of users, regardless of their skill level.

Setting up the app takes little time and minimum effort. At startup you can point out the CSV file you want to open and, optionally map it (e.g. date, memory, amount, debit).

Aside from this, you can view source details (table and raw view), select the account type (e.g. checking, savings, credit card) and currency, as well as specify the CSV data format.

When it comes to the output, it is possible to open the OFX item immediately after conversion, enable compatibility with MS Money 99 and Peachtree, as well as generate the reference from the date, amount and payee fields, among others. In addition, you can review mapping properties. In order to save the new file, you can specify the output name and location.

The application carries out a conversion job quickly and without errors. It has a good response time and works well, without causing the OS to hang, crash or pop up error dialogs. We have not come across any issues in our tests.

All in all, CSV2OFX gets the job done. Thanks to the simplicity of options, it should please all users who are looking for a straightforward piece of s software to create OFX files from CSV, TXT and XLS.

There is also a portable version available, if you want to bypass the installer and run the app from a USB flash disk.

CSV2OFX was reviewed by Elena Opris
Last updated on April 2nd, 2015
CSV2OFX - This is the main window of the application, where you can select a new file.CSV2OFX - By accessing the Source tab of the application, you will be able to launch the raw view.CSV2OFX - From the Settings tab, the user can easily change the current CSV date format.CSV2OFX - If the users want to add or edit the translation, they need to launch the Settings menu of the application.CSV2OFXCSV2OFX

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