Portable CSV2OFX is a software utility which helps individuals easily convert CSVs to OFX documents. There is also an installer version, called CSV2OFX.
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This tool does not require installation, meaning that the program files can be easily copied to any location on the hard disk, and simply double-click the EXE in order to run it. In addition to that, they can be dropped to a USB flash drive or other similar device, so as to use the app on any computer one might have access to.
It also important to keep in mind that Portable CSV2OFX is not going to affect the Windows registry and Start menu/screen in any way.
The user-friendly and simple interface enables you to convert bank and credit card statements, savings accounts and investments, and the list goes on.
After upload, the software tool opens a CSV mapper in which you can set up details such as date, amount, currency, payee, check number, account type and number, and balance.
Once all these actions are selected, the main window is going to display the status of the file along with the number of bank and credit card transactions found.
The settings panel enables you to input the bank ID, branch and account number. Moreover, you can choose to open documents after save, use dots as decimal separators, and generate the reference from date, amount, payee and check.
This application can support Microsoft Money, a commercial software for personal finance management. Unfortunately, it has been abandoned and replaced with Microsoft Money Plus Sunset.
In conclusion, Portable CSV2OFX is a useful piece of software which transforms CSV files into OFX, without putting a strain on your computer’s performance. Response time is good and there were no errors, bugs or crashes during our tests.
|File Size: 42.9 MB||Downloads: 9795|
|Added: February 10 2021||
User rating: 4.0
Company: ProperSoft - -
|Supported Operating System: Win 2K, Win XP, Win Vista, Win Vista 64 bit, Win 7, Win 7 64 bit, Win 8, Win 8 64 bit, Win 2003, Win 10, Win 10 64 bit|