OFX2QFX

Easily convert bank, credit card and investment statements from OFX format to QFX with the aid of this approachable piece of software.

  • OFX2QFX
  • Version :3.0.0.3
  • License :Trial
  • OS :Windows All
  • Publisher :ProperSoft

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OFX2QFX Description

When dealing with sensitive data such as financial reports, it is only natural that you employ tools that are both secure and transparent.

OFX2QFX is a piece of software that claims to be just that and is designed to make all bank-related documents more manageable by offering to convert them from OXF file format to QFX.

Features untroublesome GUI

Let’s first take a look at the program’s interface, which should enable you to perform conversions without meeting any issues since there are no obscure controls that would require a respectable amount of knowledge in order to be successfully exploited.

The user input is thus limited to choosing the files you want to adjust, an action that automatically displays a set of information you can preview before carrying out the conversion job. The source account, the destination account ID, as well as the transactions themselves can all be inspected right within the program.

Review, merge and convert your OFX files

Just to be clear, you have the option to work with multiple files at the same time, so your bank and credit card transactions should be available in no time. What’s more, merging them into one single output file is possible in case it is useful to you.

At the same time, it must be mentioned that the application allows you to apply some changes, such as changing the status of the parties involved, with the “Switch” function moving amounts of money around.

Assigning a memo to the payee is something can be done too, and for convenience, checking and unchecking transactions in bulks should also be supported by the program. However, during our tests, this latter option did not seem to react accordingly, with no visible result being obtained when clicking any of the two dedicated buttons.

As for the OFX target, you have at hand alternatives such as QB Online, YNAB, iBank, Ariett, or Xero. Besides, a calculator is incorporated so that you can indicate your ending balance.

User-friendly app that makes conversions easy as pie

On an ending note, QFX2OFX is an easy-to-use program that should ensure your financial documents are readily available no matter the file format you are most comfortable with. Its GUI proves to be intuitive, and performing conversions is a several-click task.

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