CSV2OFX for Mac 4.158

ProperSoft – Shareware – Mac

Finally, the solution to import your transactions. Convert CSV to OFX and import into MS Money, Sage One, Xero, YNAB, AccountEdge, Bankivity, Ace Money. Extract transaction data from CSV or Excel files from your bank. Prepare transactions quickly in Excel and convert. Work directly in Excel and copy data into the converter and convert. Open files in XLS and XLSX or CSV formats. Create importable OFX files. Select compatible OFX variant for your accounting software. Review transactions in a readable view before converting. Free trial (up to 10 transactions per file converted) is available. Support is available before and after purchase. Knowledge base with the solutions for similar conversions. Question and Answers page to ask questions and get help with developers and other users. Buy with confidence: money back guarantee is provided for 14 days. Save time and avoid data entry and manual errors.

Overview

CSV2OFX for Mac is a Shareware software in the category Business developed by ProperSoft.

The latest version of CSV2OFX for Mac is 4.158, released on 10/05/2020. It was initially added to our database on 05/19/2017.

CSV2OFX for Mac runs on the following operating systems: Mac.

CSV2OFX for Mac has not been rated by our users yet.

Pros

User-friendly interface that makes it easy for users to convert CSV files to OFX format.
Supports batch conversions, allowing multiple files to be processed simultaneously.
Provides detailed mapping between CSV columns and OFX data fields, ensuring accurate conversions.
Offers features for previewing conversions before saving the final OFX file.
Compatible with various accounting software that accept OFX files, such as Quicken and QuickBooks.
Regular updates and support from ProperSoft, keeping the software current with user needs.

Cons

Limited functionality for advanced users who may need more customization options during the conversion process.
Some users may experience occasional glitches or performance issues when processing larger files.
The trial version has limitations in terms of features compared to the full version, which might deter users from trying it out.
Not available on Windows or Linux platforms, restricting usage to Mac OS only.

FAQ

What is CSV2OFX?

CSV2OFX is a software program developed by ProperSoft that converts CSV (Comma Separated Values) files into OFX (Open Financial Exchange) format for Mac users.

What is the purpose of CSV2OFX?

The main purpose of CSV2OFX is to help Mac users convert their financial data stored in CSV files, such as bank or credit card transactions, into the OFX format commonly used by financial software for easy import and reconciliation.

How does CSV2OFX benefit Mac users?

By using CSV2OFX, Mac users can streamline the process of importing their financial data into their preferred financial management software, saving time and reducing the risk of manual errors during the data transfer.

Is CSV2OFX user-friendly?

Yes, CSV2OFX is designed with a user-friendly interface that makes it easy for Mac users to select and convert their CSV files into OFX format with just a few clicks.

Can CSV2OFX handle large CSV files?

Yes, CSV2OFX is capable of processing large CSV files efficiently, ensuring that Mac users can convert all their financial data without encountering performance issues.

Is there a trial version of CSV2OFX available?

Yes, ProperSoft offers a trial version of CSV2OFX for Mac, allowing users to test its features and functionality before making a purchase.

Does CSV2OFX support multiple currencies?

Yes, CSV2OFX supports the conversion of transactions in multiple currencies, making it suitable for users with diverse financial portfolios.

Can I customize the conversion settings in CSV2OFX?

Yes, Mac users can customize various conversion settings in CSV2OFX to tailor the output OFX file according to their specific preferences and requirements.

Is customer support available for CSV2OFX users?

Yes, ProperSoft provides customer support services to assist Mac users with any inquiries or technical issues they may encounter while using CSV2OFX.

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