CSV2OFX 4.158

ProperSoft ❘ Shareware ❘
Windows

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Easily Convert CSV, Excel Files to Professional OFX

Your professional Accounting Software uses OFX files. That
means you can't import those incredibly common CSV and Excel
files. That is until NOW! Clever CSV2OFX instantly converts
CSV and Excel to OFX for easy import. Download and try it for
free. Expert support is available.

Download CSV2OFX Now!

More details: CSV2OFX supports OFX for various software packages, such as Microsoft Money, PeachTree, Sage, Sage 50, Wave accounting, AccountEdge, EasyAccounting and others.

Overview

CSV2OFX is a Shareware software in the category Business developed by ProperSoft.

The latest version of CSV2OFX is 4.158, released on 10/05/2020. It was initially added to our database on 05/06/2012.

CSV2OFX runs on the following operating systems: Windows.

CSV2OFX has not been rated by our users yet.

Pros

User-friendly interface that simplifies the conversion process.
Supports batch conversion for multiple CSV files at once.
Can handle complex CSV formats, including various delimiters and encodings.
Allows for customization of output format (OFX) according to user's needs.
Offers a trial version to test the software before purchasing.
Regular updates and support from the developer.

Cons

Licensing cost may be considered high for occasional users.
Limited features in the trial version may restrict full functionality testing.
Some users may experience issues with specific formatting in CSVs that could lead to conversion errors.
Not available on all operating systems (primarily Windows).
No mobile version available for users who wish to convert files on-the-go.

FAQ

What is CSV2OFX?

CSV2OFX is a software tool developed by ProperSoft that allows users to convert CSV (Comma-Separated Values) files to OFX (Open Financial Exchange) format, typically used for importing financial transactions into accounting software.

How does CSV2OFX work?

CSV2OFX works by parsing the data in a CSV file, mapping the columns to the appropriate financial transaction fields, and then converting this data into an OFX file format that is compatible with various accounting software.

What are the main features of CSV2OFX?

Some of the main features of CSV2OFX include support for multiple languages, custom mapping of CSV columns to OFX fields, the ability to preview transactions before conversion, and automatic duplicate transaction detection.

Is CSV2OFX compatible with my accounting software?

CSV2OFX supports a wide range of accounting software applications, including QuickBooks, Quicken, Xero, and many others. ProperSoft provides information on compatibility with specific software on their website.

Can I try CSV2OFX before purchasing?

Yes, ProperSoft offers a free trial version of CSV2OFX that allows users to test its functionality and see if it meets their needs before purchasing a license.

Is CSV2OFX user-friendly?

CSV2OFX is designed to be user-friendly, with a simple interface that guides users through the conversion process step by step. Additionally, ProperSoft provides documentation and support resources to assist users as needed.

Does CSV2OFX support batch conversion?

Yes, CSV2OFX supports batch conversion, allowing users to convert multiple CSV files to OFX format in a single operation. This can save time and streamline the process for users with multiple files to convert.

Is it possible to customize mapping in CSV2OFX?

Yes, users can customize mapping in CSV2OFX by defining how columns in their CSV files correspond to specific fields in the OFX format. This flexibility allows users to ensure that their data is accurately converted.

Can I get technical support for CSV2OFX?

ProperSoft provides technical support for CSV2OFX through various channels, including email, online chat, and an FAQ section on their website. Users can reach out for assistance with any questions or issues they encounter.

Is there a Mac version of CSV2OFX available?

Yes, ProperSoft offers a Mac version of CSV2OFX that is compatible with macOS. This version provides the same functionality as the Windows version and allows Mac users to convert their financial data with ease.

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Latest Version
4.158

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