Is it free?
Yes for files up to 100 transactions: no sign-up, no watermark. Bigger files (multi-month catch-up work) use 1 credit from the same $9 / 5-credit pack as our PDF converter, and the preview is always free.
Is my file stored?
No. Files are processed in memory and deleted after 1 hour. We never use your data for AI training.
Can I try it without uploading my own file?
Yes. Click a sample button under the upload box. It opens a made-up export from a fictional bank in the same preview your own file gets, and every format is free to download, so you can test an import in a test or backup company file first. Don't import a sample into your real books.
Do I get an .xlsx file?
You get a CSV laid out for Excel: Date, Description, Amount and Balance, one transaction per row. Excel opens it directly with real dates and numbers; use File → Save As → Excel Workbook to keep it as .xlsx.
Can I convert a QFX file to Excel?
Yes. QFX is Quicken's version of OFX. Upload the .qfx here, or use the Quicken-framed QFX to Excel converter — same Clean CSV either way.
Does it work with credit card OFX files?
Yes. A credit card download is detected. Charges and fees come out negative, payments and credits positive. You can also choose Credit card as the account type in the preview.
Will the Balance column be filled in?
Yes when the OFX or QFX file carries a ledger balance we can use, or when a Balance column in another upload matches every row. Otherwise the Balance cells are blank and you reconcile against your statement.
My bank's OFX download has checking and savings in one file. Will that work?
Yes. We read each account separately. Each one gets its own tab in the preview and its own CSV, named after the account type and last 4 digits. You can also download every account in one CSV with an Account column. One credit covers the whole file.
