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OFX Cleaner

$69.00

Clean up OFX, QFX, and QBO file contents. Includes cleaning up payee names to better match your existing payee lists. Convert OFX files into QFX or QBO files to be compatible with Quicken and QuickBooks.

Purchase License

Cleanup OFX files and convert between OFX file types

  • Convert OFX & QBO files to QFX files for use with Quicken as “Web Connect” files.
  • Convert OFX & QFX files to QBO files for use with QuickBooks Desktop and Online as “Web Connect” files.

Key Features:

  • Supports bank, credit card, and credit line OFX files.
    • Credit line OFX files can be converted to credit card files so you can import them into QuickBooks and Quicken.
  • Supports investment account OFX files for apps that accept investment files.
  • Map payee names in the source OFX file (junk and all) to desired payee names, including the use of wildcards so a single mapping record will work for many variants of the name. – New!
  • For non-mapped names, there are several options to remove extra information (junk) for smoother use with your financial software.
  • Swap the payee and memo fields. Helpful if your bank got these fields backwards, which is common.

After import into QuickBooks or Quicken as a Web Connect file, your transactions will appear in the bank feeds center. There, accept the transactions as new or match them with existing transactions in your account register.

Free Trial

Download this tool for a free trial. It’s fully functional during the trial period, which lasts for 30 days. When you purchase, use the product key we’ll send to unlock the tool to the full version.

Screenshots

Release Notes

Review changes – most recent builds first

Upgrade to the latest latest build!

1.32: New name mapping feature! When previewing the raw and fixed names in an OFX file, now omit duplicates and display each name only once. Updates to product key handling code including better handling for keys that include the quote character (which is rare.)

1.31: Better messaging around adding product keys.

1.29: Add feature to fix the signs of statement transaction amounts if they’re incorrect.

1.28: Improvements to product key handling.

1.27: Update user interface. Update documentation. Update code that fixes issues with OFX files to handle additional cases.

1.26: Add the ability to export and import settings, to help with transfer to another computer.

1.25: Set and correctly display good through date in the About dialog for certain upgrade paths.

1.24: Add ability to remove parts of words in the Payee name. So, for example  000043Safeway can become Safeway, or Target#125 can become Target in your OFX output file.

1.23: New option to use your own custom BIDs (useful for Quicken and QuickBooks.)

1.22: Changes to accommodate more than one product key in the About & Purchase dialog.

1.21: Now remove all alpha and other non-numeric characters from routing numbers, leaving only the allowed characters 0 – 9.

1.20: Fix bug that caused OFX header fields to be omitted in some cases.

1.19: Add option to convert bank credit line OFX files to bank credit card OFX files.