Export your bank transactions
To import your transactions into personal finance software or a spreadsheet, download them from your bank's online space. Choose your bank to see the steps and the formats offered.
Your bank is not listed?
- Log in to your bank's online space, preferably on a computer: mobile apps often offer fewer export options.
- Open the account, then look for “Download”, “Export” or “Download transactions” near the list of transactions.
- Choose OFX if offered, otherwise CSV (or QIF). Avoid PDF, which software cannot read.
- Enter the period you want, then start the download.
A CSV or QIF, and your software wants OFX?
The free converter turns your bank's file into OFX, without signing up and without keeping the file.
Open the converterIndependent website, not affiliated with the banks mentioned. Steps taken from each bank's online help, checked in November 2026: menus may change, your bank's help prevails.