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Conversion of pdf file format to ofx file format beta

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Convert Adobe Portable document format to Open Financial Exchange format.

We have found one software suitable in our database for this conversion.

A pdf to ofx conversion is often needed by users that try to convert their bank or credit card statements in PDF format (online printing) to a universal Open Financial Exchange format (.ofx) that can be import in almost all current accounting software.

The most convenient way how to solve this conversion would be to get a specialized utility designed exactly for this task, for example some of the converters from ProperSoft, such as PDF2OFX.

However, most dedicated utilities are commercial hence cost money. So if you want to make it for "free" you can try to use the following, yet not very reliable way how to convert .pdf documents to .ofx files.

First you would need to extract the data from the PDF document to some structured format, for example TSV, but even plain text file format may work for some really short and simple statements. You can do this for example using Adobe Acrobat (Reader) and its export function.

Once you have the text file, you can try to import it to Microsoft Excel or any similar spreadsheet editor. It is likely that the program will ask you to pick what kind of separator the file uses, so it can import it properly to spreadsheet. After that, you can save the file to CSV format.

The last step would be to convert csv to ofx, which you can do in many programs, some of them available for free. But as we said, this procedure may not be always 100% reliable and it would be best to use a direct converter for pdf to ofx conversion to prevent errors.

Updated: August 24, 2017

Microsoft Windows software Microsoft Windows icon - convert pdf to ofx on Windows


PDF2OFX (PDF to OFX (Web Connect)) is used to converts bank, credit card files to OFX (Web Connect) format.

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The table with program actions contains information about what each program is capable of doing with their files. This may be a good pointer for further searches for certain file conversions and help you find the converter you are looking for if our search result is insufficient for you. However, it is far from perfect and may sometimes show results which are not really usable because of the nature of the software handles the files. So a conversion that appears as possible, just because of matched actions, may in fact not be possible.

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