OFX Viewer Tutorial: Open, Filter & Export OFX Files

STEP 1

Find the OFX Viewer

Open your browser and navigate to financialdatatools.com/viewers/ofx-viewer/. The viewer works in any modern browser — Chrome, Firefox, Safari, or Edge — on desktop or laptop computers.

You'll see the empty viewer with an "Open File" button in the toolbar and a bank icon in the center of the screen.

STEP 2

Download an OFX File from Your Bank

If you don't already have an OFX file, log into your online banking portal and look for an export or download option. Common names include:

• Download Transactions
• Export to OFX / QFX
• Export for Microsoft Money / Quicken

Select a date range covering the transactions you want to review and download the file. The file will typically have a .ofx, .qfx, or .ofc extension.

STEP 3

Open the File in the Viewer

There are two ways to load your OFX file:

• Click the Open File button in the toolbar, then navigate to and select your file.
• Drag and drop your file from a file manager window directly onto the viewer area.

The viewer parses the file immediately. For most bank statements, this takes less than a second.

STEP 4

Understand the Transaction Grid

Your transactions appear in a spreadsheet-style grid. The columns depend on what data your bank includes in the OFX file, but typically include:

• TRNTYPE — The transaction category (DEBIT, CREDIT, CHECK, ATM, etc.)
• DTPOSTED — The date the transaction posted to your account
• TRNAMT — The transaction amount (positive for credits, negative for debits)
• NAME — The payee or counterparty name
• MEMO — Additional description text provided by the bank
• FITID — A unique transaction ID assigned by the bank

The stats bar at the top shows total transaction count, how many rows are currently shown, and how many columns are loaded.

STEP 5

Sort Transactions

Click any column header to sort the table. For example:

• Click DTPOSTED to sort chronologically by posting date
• Click TRNAMT to sort by amount — useful for finding the largest transactions
• Click NAME to group transactions by payee alphabetically

Click a sorted column again to reverse the sort direction. The active sort column is highlighted and shows a sort arrow in the header.

STEP 6

Filter Transactions

Click the filter icon (three-line funnel) in any column header to open the filter panel for that column. Two modes are available:

• Values tab: Shows a checklist of all distinct values in the column. Uncheck values to hide those rows. This is ideal for filtering by transaction type — for example, showing only DEBITs, or only CHECK transactions.
• Conditions tab: Set custom rules like "TRNAMT greater than -100" to see only debits under $100, or "NAME contains AMAZON" to find all Amazon purchases.

Multiple column filters stack together. An active filter count badge appears in the stats bar — click it to clear all filters at once.

STEP 7

Use Global Search

The search box in the top-right area of the toolbar lets you search all columns at once. This is faster than setting a filter when you want to quickly find a specific transaction. For example, type a payee name, a dollar amount, or part of a memo to highlight matching transactions instantly.

STEP 8

Check File Info

Click the Info button in the toolbar to open the file info panel. This displays:

• Total transaction count and column count
• Account ID (if available in the OFX file)
• Currency code and ledger balance
• A column overview with data types

You can copy the column list to your clipboard directly from this panel.

STEP 9

Export Your Data

When you're ready to save or share the transaction data, click the Export button in the toolbar. Choose:

• Format: CSV, JSON, Excel (.xlsx), or TSV
• Scope: Filtered view (only current rows) or Full file (all transactions)

Click Download and the file saves directly to your computer.

CSV is the best choice for importing into Excel, Google Sheets, or accounting software. Excel creates a formatted workbook with frozen headers and auto-sized columns. JSON is ideal if you're feeding the data into a script or application.