Convert OFX to PDF Online

Paste an OFX table below, edit it if you need to, and get PDF back. The conversion runs in your browser, so nothing is uploaded, there is no size limit and there is no signup.

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The output will appear here once there is a table to convert.

What OFX is

OFX is the format behind the Download Transactions button on your bank's website. Version 1 is SGML, where a leaf element has an opening tag and no closing one. Version 2 is real XML. QFX is Intuit's variant of the same thing with a few extra tags, which is why a .qfx file opens in Quicken and is refused by software that only knows plain OFX.

Retail banks, credit card issuers and brokerages, because it is what Quicken and Microsoft Money asked for and the industry standardised on.

What PDF is

PDF describes a page: glyphs at coordinates, not rows and columns. A table in a PDF is a visual arrangement, not a data structure.

Reports, invoices, statements and anything sent to be read rather than processed.

What changes when you convert OFX to PDF

Each STMTTRN block becomes a row: date, amount, type, payee, memo, cheque number and the bank's own transaction id. The account number and currency come from the statement header and are added to every row, so a file merged with another still says which account it came from. Both the SGML and the XML flavour are read the same way.

The table is drawn into a paginated document with the header repeated on every page, so a long table stays readable past page one. Page size, orientation and font size are all adjustable.

What carries over from OFX to PDF

OFX records 4 things about a table that PDF has no way to hold.

OFX knows which of its values are numbers. PDF keeps only their appearance, so nothing downstream can sort or sum them without someone reading them back off the page first.

An empty cell and a missing one are the same thing in PDF, so a null and an empty string in the OFX both come out blank and can no longer be told apart.

OFX can hold a value that is itself a list or an object. PDF has only flat cells, so nested values are flattened into one cell rather than being spread across columns.

PDF is the end of the line for this data. Reading the table back out of it is a separate and much harder problem than writing it, so keep the OFX if you will need the values again.

Questions

How do I convert OFX to PDF?

Paste your OFX into the box above or drop the file onto it. Check the table in the grid, then copy or download the PDF from the output panel. It takes one step and the data never leaves your browser.

What is the difference between OFX and QFX?

QFX is OFX with Intuit-specific tags added, most importantly a bank identifier that Quicken uses to decide whether it will accept the file. The transaction data is identical, which is why anything that reads OFX reads QFX. Banks often charge for the QFX version of the same download.

Can I get my table back out of the PDF?

Out of one made here, yes, because the text is real text. Out of a scanned document, no. A scan is an image of a page, and pulling data from it needs optical character recognition, which is a different job with a different failure rate.

Can I convert the PDF back to OFX afterwards?

Not mechanically. PDF keeps how the table looks, not what it held, so going back means reading the values off the page again. Keep the OFX if you will need it.

Will my numbers still be numbers?

They will look the same, but PDF holds no values at all - only their appearance. Nothing can add up a column of a PDF without the numbers being read back out of it first.

What happens to nested values?

PDF has no nested cell, so a list or object inside a OFX value is flattened into a single cell rather than expanded into extra columns. Split it before converting if the parts need to be separate.

Is there a limit on file size?

No. The work happens on your own machine, so the limit is your machine's memory rather than an upload cap. A file with tens of thousands of rows converts in a second or two.

Is my data uploaded anywhere?

No. The parsing and generating are done by JavaScript running on this page. You can watch the network tab while you convert and see that nothing is sent.

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