![]() If you have a balance column, the column selection should be blank (to ignore it). Be sure to select one Date column, one Payee column, and either one Amount column or both Credits and Debits columns. When in Preview Mode, use the pull-down list at the bottom of each column to select the correct type of information in that column. Whenever opening a file from a different bank or that has a different style, first use Preview Mode to verify the column setup. ofx files into CSV format for intermediate editing. You can also use the Convert to csv button to convert. xlsx files directly to OFX format, suitable for input into many accounting packages. Once you have converted a file with Preview mode, use the Convert to ofx button to do one-step conversion of similar. ![]() Then select Create ofx to create the output file. pdf files will convert, and to assign and verify which column is which before doing the import. One of more of them may be grayed out depending on which type of file is selected. There are three action buttons, plus the cancel button, at the bottom of the file chooser. This will bring up a standard file chooser, and allow the selection of. Then either drag and drop your PDF file into the converter drop zone or select the Convert button to choose a file to convert. To get started first set your account information and date formats with the Settings button. ![]() Use 2OFX Convert Pro to import transaction data into your accounting package when you downloaded PDF statements from your financial institution or created the data in a spreadsheet program such as Microsoft Excel®. See the section on Working with Scanned Documents and PDF+ for information regarding PDF+. 2OFX Convert Pro+ adds PDF+, MoneyThumb's integrated text recognition module to handle scanned PDF statements. Getting StartedĢOFX Convert Pro is an integrated financial data translator to extract financial transactions from CSV, Excel, and downloaded PDF statements and convert them into OFX format suitable for many accounting packages. This Help file covers 2OFX Convert Pro, 2OFX Convert Pro+, 2OFX Convert Pro+ Express, and the PDF+ AddOn for working with scanned documents.
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