Makerro / OFX to CSV / Google Sheets
Import an OFX statement into Google Sheets
Google Sheets cannot read OFX or QFX. Convert to CSV first, then import โ and set two things so Sheets does not guess.
The steps
- Convert your
.ofxor.qfxfile here and download the CSV. - In Sheets: File โ Import โ Upload, and choose the CSV.
- Import location: Insert new sheet โ so a mistake costs nothing.
- Separator type: Comma if you left the default, otherwise whatever you chose.
- Leave Convert text to numbers, dates and formulas ticked, but read the next section first.
Set your spreadsheet locale before importing
This is the step people skip, and it is the one that matters. Sheets interprets dates using the
spreadsheet's locale, not your browser's. A sheet created under a US locale reads
04/03/2026 as 4 March; the same file in a UK sheet is 3 April.
Two ways to avoid it entirely:
- Keep the default ISO date format โ
2026-03-04is unambiguous in every locale. - Or set File โ Settings โ Locale to match your country before importing.
Accents and the byte-order mark
Sheets handles UTF-8 well and the byte-order mark is harmless to it. If you see a stray
รฏยปยฟ at the very start of the first header, untick Excel-safe accents
and re-download. Leave it on if the same file also goes to someone using Excel.
Useful things to do once it is in
=SUM(D2:D)on the Amount column to check the bank's total against your own.- A pivot table on Description to see where money actually went โ this is the reason most people want a spreadsheet rather than a statement.
- Split money in and money out by ticking Separate money in and money out columns before download. Bookkeeping software usually expects that shape rather than one signed column.
- Filter by the Account column when the file contained more than one account.
Nothing is uploaded to convert it
Worth being precise, since the second step above does involve uploading to Google. The conversion happens entirely in your browser โ the statement is never sent to us, because there is no server here to send it to. What you then do with the resulting CSV is your choice, and if you would rather it never reached Google either, the same CSV opens in Excel or LibreOffice offline.