Open the financial file
Choose a QBO or OFX file already saved on your device. It is read locally as text and never sent to a conversion server.
Convert QBO files to Excel
Turn QBO or OFX transactions into a formatted XLSX workbook with a summary sheet, reviewable transaction table, money columns, account metadata, and original FITIDs.
Files stay on your device Review before download Real structured output
Local-only workspace No upload endpoint
Drop a QBO or OFX file here
or choose a file from your device · up to 15 MB
File reading and conversion happen inside this browser tab. StatementForge never receives the file or its transaction data.
How it works
QBO or OFX in, Excel out—without an upload
The complete workflow runs in the active browser tab, with a visible transaction preview between input and download.
Review detected data
Check account metadata, currency, ledger balance, transaction count, inflows, outflows, and the first transaction rows.
Create the workbook
Download an XLSX workbook with a summary sheet, frozen table headers, filters, formatted money columns, and source FITIDs.
Built for financial files
Conversion you can inspect
Useful workbook structure
Get separate Summary and Transactions sheets instead of a raw text dump of the financial exchange file.
Ready for analysis
Filter dates, descriptions, debits, credits, amounts, transaction types, and source identifiers in Excel.
Generated on your device
The Excel library runs after you request the download; transaction data remains inside the browser.
What the Excel workbook contains
The Summary sheet records the source name, detected format, account metadata, currency, transaction count, inflows, outflows, net movement, and ledger balance. The Transactions sheet keeps every parsed transaction in a filterable table.
DateDescriptionAmountDebitCreditBalanceTransaction typeFITID
Understanding the exported workbook
- The ledger balance comes from the source account summary when it is available.
- The QBO or OFX file may not contain a running balance for each transaction.
- Transaction descriptions combine payee and memo when both contain useful information.
- Use FITID to trace a workbook row back to its source transaction.
Questions
Before you convert
Does this create a real XLSX file?
Yes. StatementForge creates a formatted .xlsx workbook with Summary and Transactions worksheets.
Can I use an OFX file instead of QBO?
Yes. The same local parser accepts text-based QBO and OFX transaction files.
Why are some balance cells blank?
Most QBO and OFX files provide one ledger balance for the account rather than a running balance on every transaction.
Is Excel generation performed on a server?
No. The workbook is assembled locally in the browser and downloaded directly to your device.
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