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CSV2OFX (CSV to OFX Converter)

4.5
(6)

CSV2OFX is a conversion solution that converts CSV to OFX and imports into MS Money, Sage One, Xero, YNAB, AccountEdge.

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CSV2OFX (CSV to OFX Converter) Reviews

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Showing 6 CSV2OFX reviews
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CSV2OFX review by Shanshan (Susan) L.
Shanshan (Susan) L.
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Verified Current User
Review Source

"CSV2OFX (CSV to OFX Converter)"

What do you like best?

I really like this user friendly tool that help convert various data into the format we need, so we are able to utilize our auto match function from our cloudbase ERP system. And once a template is set up, you don't need to do the mapping again for future usage, unless anything changes,

What do you dislike?

Mapping function is a bit complicated for first time setting up, and it is not a visualize mapping tool. Sometimes this causes mapping errors since we are not able to pick the correct path. When I was using the converter, sometimes I was not able to figure out the final format data will be credits or debits, until the conversion is completed.

Recommendations to others considering the product

It will be better if the mapping screen has a split vision, so user can drag the fields for matching. Also, a preview screen with the converted file is very helpful. Moreover, if more formats it can convert, will be great!

What business problems are you solving with the product? What benefits have you realized?

We are able to utilize the CSV file after conversion since our cloudbase accounting system only accept certain formats for uploads and many other functions. And if a template has been setup and used once, you can find it from your history list easily, so it saves time when you need to use the same setting again and again. In addition, customization is easy for template setting, and you can change anytime once you find out a modification is needed.

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CSV2OFX review by Melissa W.
Melissa W.
Validated Reviewer
Verified Current User
Review Source

"Lifesaver for Accountants and Bookkeepers"

What do you like best?

This program has made my life so much easier when helping my clients that use a specific accounting program that has issues reading csv files but imports OFX like a dream. I can quickly convert using this program and not have to wrestle with bank statment imports anymore.

What do you dislike?

Not the most beautiful interface, but it does the job which is more important.

Recommendations to others considering the product

Skip the "free" options online and just buy this program.

What business problems are you solving with the product? What benefits have you realized?

I need to convert CSV bank statements to be able to import into accounting software that reads OFX.

What Other Office solution do you use?

Thanks for letting us know!
CSV2OFX review by Janice L.
Janice L.
Validated Reviewer
Review Source

"Great Program"

What do you like best?

Was easy to convert bank files to the file type I needed.

What do you dislike?

There is nothing I found in the program that I disliked.

What business problems are you solving with the product? What benefits have you realized?

I convert bank files that come through as CSV files to OFX so that they can be loaded into my accounting program without me having to manually input the files.

CSV2OFX review by User in Leisure, Travel & Tourism
User in Leisure, Travel & Tourism
Validated Reviewer
Verified Current User
Review Source

"Great app "

What do you like best?

Easy to use, works great! Simple instructions.

What do you dislike?

Nothing - it is a great app. Anyone can use this.

What business problems are you solving with the product? What benefits have you realized?

This app allows you to continue to use outdated software (like Microsoft Money) and others. It keeps you from having to re-enter data that should be easy to upload.

CSV2OFX review by Mauro I.
Mauro I.
Validated Reviewer
Review Source

"Easy and exaustive"

What do you like best?

The easiness of use. you don't need to read the manual to use it

What do you dislike?

The look is not the best ever, maybe some improvement is possible there

What business problems are you solving with the product? What benefits have you realized?

Capability to use any data I want with different applications

CSV2OFX review by Marc E.
Marc E.
Validated Reviewer
Review Source

"Use it privately to bring bank account data to accounting software."

What do you like best?

Easy to use, does what it is expected to do without fancy but useless functions.

What do you dislike?

Haven't got to save templates so I don't need to do all settings again every time.

What business problems are you solving with the product? What benefits have you realized?

Use it privately to bring bank account data to accounting software.

Kate from G2 Crowd

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