Download Bank Statements RRS feed

  • Question

  • How do you download bank statements into Micro Soft Money?
    Thursday, May 26, 2011 4:51 PM

All replies

  • What utilities are used to do this? Thank you
    /s/ Lauren K L Reynolds
    Friday, May 27, 2011 10:33 PM
  • Google for "convert ofx" and make your choice.
    Saturday, May 28, 2011 7:42 AM
  • Lauren........My bank previously enabled me to download OFX type files for my accounts (checking, credit card, etc.) They discontinued the OFX file type and offered only downloads in CSV type files. I found some resources that enabled me to convert CSV files to QIF files that can easily be imported into MONEY. Here are the links: http://money.mvps.org/faq/article/27.aspx , http://xl2qif.chez-alice.fr/xl2qif_en.php and http://xl2qif.chez-alice.fr/calc2qif_en.php. I had difficulty with the XL2QIF macro for EXCEL. It may work for you, if you have EXCEL 97.

    If you don't have EXCEL 97 I recommend downloading OPENOFFICE at http://www.openoffice.org/. This is a FREE suite of programs similar to Microsoft OFFICE, including a spreadsheet program that easily uses the CALC2QIF macro.

    Lastly, I found a few online programs that convert data and CSV file types to QIF/OFX file types. I haven't used them, so I can't tell you how well they work. Here are the links:





    Saturday, May 28, 2011 6:24 PM
  • CSV2QIF at http://www.csv2qif.com and CSV2OFX at http://www.csv2ofx.com convert your CSV (or copied from Excel) data into QIF and OFX format compatible with MS Money. Both are desktop applications, so your data will not leave your computer.

    Monday, May 30, 2011 3:43 PM
  • Thanks for the info. However, the application converters you provided links for are NOT FREE. The links I provided above are FREE.
    Thursday, June 2, 2011 2:11 AM
  • See if http://xl2qif.chez-alice.fr/links_en.php adds a useful converter for you.
    Thursday, June 2, 2011 5:25 AM
  • iCreateOFX Basic is free to try for converting bank and creditcard CSV and QIF files to OFX
    Sunday, January 12, 2014 5:57 PM