![]() For the first file for the credit card account, change the Account ID to another number, for example, 10000002. Then you start with a credit card account. Then you convert a second file for the same checking account, keep the same Account ID 10000001. Convert the first file and use account id as 10000001. It is important to use the same number when you convert multiple files for the same account and use a different number, when you start converting for another account.įor example, let's start with the first file for a checking account. You can enter the actual account number or credit card number, or a shortened number. Review transactions before converting, make sure dates are correct, expenses are negative, and payments to the account are positive. It could be CSV or Excel file bank or credit card statement downloaded from online banking. ![]() ![]() Select a file with transactions that you would like to convert. Read the welcome message that provides the main points about the conversion process. Once downloaded and installed, start CSV2OFX. ![]() And then select Windows or macOS version to download. ![]()
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