Converting an Excel file to QIF or OFX format
- Open the Excel file that you want to convert to QIF or OFX format.
- Ensure that the data is organized in columns and rows.
- Save the Excel file as a CSV file by clicking on "File" "Save As" "CSV (Comma delimited)".
- Use a conversion tool such as CSV2QIF or CSV2OFX to convert the CSV file to QIF or OFX format.
- Save the QIF or OFX file to your computer.
You can now import the QIF or OFX file into your financial software or online banking platform.