Convert a Quicken QFX bank or card download to a clean CSV: Date, Description, Amount and Balance, one row per transaction. Free up to 100 transactions.
Only have a PDF statement? Use the PDF statement converter.
A Quicken .qfx is OFX underneath with Intuit bank tags Quicken checks. Excel won't open it as a table, and most scripts and importers want a plain CSV. Utilly reads each transaction and writes Clean CSV — the same columns as our OFX / QFX to CSV download. Prefer the OFX-framed page (same converter)? Use OFX / QFX to CSV. Prefer the Excel-framed walkthrough? Use the QFX to Excel converter.
.ofx or QuickBooks .qbo works the same way.People search "qfx to csv" with a Quicken Web Connect file in hand. The three extensions are the same format family:
| You have | What it is | What to do |
|---|---|---|
A .qfx from Quicken Web Connect | OFX plus Intuit bank tags Quicken checks when you import | Upload it on this page. Transactions become Clean CSV rows. |
A plain .ofx bank download | Open Financial Exchange without the Quicken bank ID | Works here too; the OFX / QFX to CSV converter has OFX-first steps for the same download. |
A QuickBooks .qbo Web Connect file | OFX plus Intuit tags for QuickBooks (not "QuickBooks Online" the product) | Works here; the .QBO to CSV page explains the QuickBooks Online mix-up. |
One transaction in a Quicken QFX (same body as OFX):
<STMTTRN><TRNTYPE>DEBIT<DTPOSTED>20260901120000<TRNAMT>-6420.18
<FITID>20260901E26D1A27070800<NAME>ACH DEBIT GUSTO PAYROLL 0912</STMTTRN>
becomes this Clean CSV row:
Date,Description,Amount,Balance
2026-09-01,ACH DEBIT GUSTO PAYROLL 0912,-6420.18,
| In the QFX | In the Clean CSV |
|---|---|
| DTPOSTED (posted date) | Date column, written YYYY-MM-DD. The time and time zone are dropped. |
| TRNAMT (amount) | Amount column, signed as in the file, two decimals: negative for money out. |
| NAME (or MEMO when NAME is empty) | Description column. HTML entities are unescaped before writing, so a payee stored as H&M lands as H&M. |
| LEDGERBAL (ending balance) | Copied into Balance for the final row if the download includes a ledger we can trust; otherwise the cells stay empty. |
| Credit card statement block (CCSTMTRS) | Same four columns. Charges negative, payments and credits positive. |
| FITID, INTU.BID and other Intuit tags | Not in the CSV. Spreadsheets and most CSV importers have no field for them; Quicken uses them when you import the .qfx itself. |
.qfx downloads, plain OFX 1.x/2.x files and QuickBooks Web Connect .qbo files.H&M → H&M), and UTF-8 or Windows-1252 accented names stay readable.| Problem | Fix |
|---|---|
| Quicken won't import the .qfx (bank ID / Web Connect error) | That's Quicken checking Intuit's bank list. For a spreadsheet you don't need Quicken: upload the same .qfx here and download the CSV. |
| Excel shows tags like <STMTTRN> or <OFX> | You opened the .qfx itself. Open the converted .csv instead. |
| Importer rejects the file or sees one long column | Confirm the delimiter is comma and the character set is UTF-8. Don't paste the file contents into a cell; upload or open the .csv itself. |
| Dates look like text, or day and month are swapped | Our dates are year-first (YYYY-MM-DD). Tell the importer the Date column is a date, or keep them as text — they still sort correctly. |
| Card payments show as charges | Choose Credit card as the account type, check the signs in the preview and tick Flip signs if they're backwards. |
| "No transactions found in that OFX/QFX/QBO file" | The download has no transactions for that date range, or it's an investment file. Download the bank or card account again with a wider date range. |
Free for files up to 100 transactions, which covers a typical month of activity. Larger files (a year of catch-up, a client's full history) use 1 credit from the same $9 pack of 5 as our PDF statement converter, or unlimited on Pro at $19/month. The preview is always free.
Yes for files up to 100 transactions: no sign-up, no watermark. Bigger files (multi-month catch-up work) use 1 credit from the same $9 / 5-credit pack as our PDF converter, and the preview is always free.
No. Files are processed in memory and deleted after 1 hour. We never use your data for AI training.
Yes. Click a sample button under the upload box. It opens a made-up export from a fictional bank in the same preview your own file gets, and every format is free to download, so you can test an import in a test or backup company file first. Don't import a sample into your real books.
Date (YYYY-MM-DD), Description, Amount (money out negative) and Balance. Same Clean CSV as our OFX and PDF converters: no Quicken tags, no Debit/Credit pair and no totals row.
Underneath, no — QFX is Quicken's Web Connect wrapper around OFX, with Intuit bank tags Quicken checks when you import. The transactions (date, amount, payee) are the same. This page frames the Quicken .qfx download; the OFX / QFX to CSV converter is the same product with OFX-first steps.
Not as a spreadsheet. A .qfx is tagged text (OFX), so Excel shows markup or one long column. Convert it here and open the CSV instead: one row per transaction, ready to sort, filter or Save As .xlsx.
No. This page downloads the same Clean CSV for spreadsheets, scripts or any importer that takes CSV. If you want Excel-first steps (open in Excel, Save As .xlsx), use the QFX to Excel converter.
Yes. Card downloads are detected. Charges and fees come out negative; payments and credits positive. You can also choose Credit card as the account type in the preview.
When the QFX carries a usable ledger balance, yes — it lands on the last row. Otherwise Balance is blank and you reconcile against your statement.
Yes. Each account gets its own tab and its own CSV, named with the account type and last 4 digits. You can also download every account in one CSV with an Account column. One credit covers the whole file.
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