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Convert bank documents to OFX file format by resorting to this intuitive application that lets you make all sorts of modifications to your transactions
Speed and efficiency are the two main requirements when working in the financial industry. A software utility such as Bank2OFX claims to meet these demands as it can convert your financial documents quickly and without exposing them to any risks whatsoever.
Sporting an intuitive and uncluttered user interface, the program should cater to the needs of a wide array of users. You simply need to turn to the “Browse” button of fill in the dedicated box at the top of the main window with the file name you are interested in so that you open the document.
Convert banking documents to OFX
It is worth pointing out that, in terms of input, the software utility comes with support for QFX, QBO, QIF, and OFX. Loading your file should be enough to get access to all its contents, which you can freely review.
As such, you can analyze your transactions’ date, amount, reference, currency, bank ID, record and account type, balance, and many other aspects, to which you can make a multitude of adjustments before converting them to OFX file format.
Make adjustments to your financial data
Opting for a date format that suits your needs is possible, as is the case of setting the year if missing. What’s more, taking a glimpse of your financial documents’ source should raise no difficulty either, not to mention that you can choose between a table and a raw view. Aside from that, support for payee mapping is available and should help you get a better grasp of your financial data.
Another aspect worth your attention if you intend to use this application is that, during the conversion, nothing leaves your PC, which means the risk of data leaks is minimal.
On an ending note, Bank2OFX is a handy program you could turn to in order to convert QBO, QFX, and QIF files to OFX in an intuitive user interface that helps you get your work done quickly and efficiently.
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