Convert CSV to QFX for Quicken

Turn a bank or credit card CSV into a QFX file that Quicken imports like a download from your bank, with payees, check numbers and transaction IDs.

Free, no sign-up
Your file never leaves your computer
Quicken for Windows and Mac

Drop your CSV file here or click to choose a file. Excel files work too.

Converted in your browser. Nothing is uploaded. No file handy?

File:

Check that we read your columns correctly

One amount column Separate debit and credit columns

Date Description Amount Memo optional

Tell us about the account

Account type Account number last 4 digits is enough Date format in your file

Reverse signs (use if charges show up as deposits)

Advanced settings

Quicken bank ID change only if Quicken rejects the file Routing number optional

Preview
Date	Description	Amount

How to import the QFX file into Quicken

Quicken for Windows

Back up your Quicken data file.
Go to File, then File Import, Web Connect (.QFX) File.
Select the .qfx file you downloaded here.
Link it to the matching account, or create a new one.
Accept the new transactions in the register.

Quicken for Mac

Go to File, then Import.
Choose the bank download file option (QFX or OFX) and select the .qfx file.
Pick the account the transactions belong to.

Why QFX instead of QIF?

Quicken for Windows only accepts QIF files for a few account types, such as cash and asset accounts. For checking, savings and credit card accounts it expects QFX, the same format your bank's Quicken download uses. QFX also gives every transaction an ID, so Quicken can skip anything you've already imported.

Fixing common import problems

Quicken says the financial institution isn't supported: Quicken checks the bank ID inside QFX files. Open Advanced settings, try a different bank ID, and download again.
Purchases show up as deposits: Check "Reverse signs" before downloading. The preview shows money out in red.
Dates are wrong, or day and month are swapped: Set "Date format in your file" to match your bank.

Questions

What is a QFX file?

QFX, or Quicken Web Connect, is the file format banks use to send transactions to Quicken. It's based on the OFX standard.

Can I import QIF into Quicken for Windows instead?

Only into some account types. For checking, savings and credit cards, QFX is the format Quicken for Windows accepts.

Does it work with credit card CSVs?

Yes. Choose Credit card as the account type. If charges show as positive numbers, the converter offers to reverse the signs.

Will importing twice create duplicates?

Each transaction gets a stable ID, so Quicken can recognize ones it has already imported.

Is my data safe?

Your file is read and converted inside your own browser. It is never uploaded to a server, so nobody else can see your transactions.