Wow Peg, how'd you get so many points, since it doesn't look like you actually read the question! П˜‰ In answer to the question: You don't create an OFX file yourself. You download one from your financial institutions.
This can usually be done from the secure login pages from the institutions web sites. Once you have downloaded such a file, you can add it to a Numbers document, as Peggy has described. There is actually a very small help topic about OFX and CSV files, in Numbers 'Help'. Note that the financial institution's web pages may not clearly indicate that you are getting an OFX file. They may obscure this fact, by calling it a Quicken file, a Web Connect file, or some other gibberish. Also, once downloaded, you may need to modify the file's name, to end in '.ofx', otherwise Numbers may not recognize it.
Inally, the solution to import your transactions. Convert OFX to QIF and import into Quicken, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney. Create importable QIF files for Quicken. Select compatible QIF variant for your accounting software. Review transactions in a readable view before converting. Free OFX Viewer Download – Here is the list of the best and lastest OFX Viewer for windows, mac,iOS and Android devices. Choose one program will be right.
Also note that Numbers' support of OFX data seems to be quite lame and fragile. For example, it can easily crash or wedge-up when fed OFX data that it doesn't expect.
And, it seems to only expect checking account data, e.g. It refuses to see my credit card account data. As for truly creating your own OFX file, unless you are very skilled at computer programming/scripting/data manipulation, you probably don't want to waste your time! Faster to just type in the data right into a Numbers table.
Have fun, -Rick. This may be just one of those English language issues, i.e., the non-precise nature of the language. In the OP's question, the subject of the sentence is 'an OFX file', and they are asking how to create one. The subject is not 'a numbers spreadsheet'.
It appears that Peggy is interpreting the sentence in a different manner than I am. Without clarification from the OP, we can not be sure what it is they want to create. However, whichever it is, we have now answered both interpretations, so hopefully they shall return and learn. Apple Footer. This site contains user submitted content, comments and opinions and is for informational purposes only. Apple may provide or recommend responses as a possible solution based on the information provided; every potential issue may involve several factors not detailed in the conversations captured in an electronic forum and Apple can therefore provide no guarantee as to the efficacy of any proposed solutions on the community forums.
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