Published July 2026 by BalanceExtract Team
Some banks offer OFX export natively — worth checking your specific bank's own guide on this site first, since that's usually faster. This page covers converting a PDF statement directly when your bank doesn't offer OFX, the transactions you need are outside its export window, or a PDF is all you have.
Getting a bank statement into QuickBooks, Quicken, or Xero as a real transaction feed — not a spreadsheet you have to reshape by hand — is what OFX is for. Converts any bank's PDF statement — named detection for 23+ major banks, plus a generic parser for any other text-based PDF — into a standard OFX transaction file, ready to import into QuickBooks, Quicken, Xero, and most accounting software.
No account needed for up to 6 pages.
Named detection recognizes 23+ major banks automatically; any other bank falls back to the generic layout parser.
Every row gets a confidence score before you export.
| Field | What It Contains |
|---|---|
| DTPOSTED | Transaction date |
| TRNAMT | Signed amount |
| NAME | Payee or description |
| FITID | A unique transaction ID, used to avoid duplicate imports |
Honest side-by-side write-ups, including where each of them is the better choice.