QFX to CSV & Excel Converter
Open a Quicken Web Connect (.qfx) download without Quicken and save the transactions as CSV or Excel. Free, no sign-in, and nothing is uploaded - the file is read in your browser.
Drop your file here or choose a fileTap to choose a file
Opened on your device - never uploaded · up to 50MB
Supports .qfx, .ofx, .qbo · or paste a file from your clipboard
No file handy? · download it
How to Convert QFX to CSV or Excel
- Get the .qfx file. In your bank's online banking, download the account activity and choose Quicken, Quicken Web Connect or QFX as the format. A QFX file you downloaded earlier works just as well.
- Drop it above. The accounts and transactions are read in your browser and previewed below the drop zone.
- Choose the columns: one signed Amount or separate Debit and Credit, and US or ISO dates.
- Click Download CSV or Download Excel.
What a QFX File Is
QFX is Quicken's name for an OFX bank statement with Intuit's additions: an INTU.BID tag naming the bank and sometimes an INTU.USERID. Banks that pay to be a Quicken "Web Connect" partner offer it as a download option, and Quicken for Windows and Mac imports it through File > File Import > Web Connect (.QFX) File (Windows) or File > Import > Bank or Brokerage File (Mac). Everything that describes your transactions is standard OFX, which is why it converts cleanly.
Why Convert a QFX File
- Leaving Quicken. The QFX files you saved are your bank's own record of each transaction. Converting them gives you that history in a form any budgeting app, spreadsheet or accountant can use, independent of your Quicken data file.
- A lapsed subscription. Without an active subscription, Quicken may stop downloading and importing. The QFX file itself is still readable here.
- Tax time and expense reports. Filter a year of card transactions by payee in Excel, total them, and hand the sheet to your preparer.
- Checking a file before importing it. See exactly which transactions and dates a download covers before it goes into your Quicken data file.
QFX to Excel: Dates and Amounts That Behave
The Excel download writes amounts as numbers, so =SUM() and pivot tables work immediately; money out is negative unless you chose separate Debit and Credit columns. Dates are written as text in the format you picked, which keeps Excel from silently swapping day and month on a computer with non-US regional settings. Choose YYYY-MM-DD if you want them to sort correctly as text.
Going the Other Way
To bring a spreadsheet of transactions into Quicken, use CSV to QBO and choose the Quicken (.qfx) format. For other OFX-family files, the same converter is at OFX to CSV and QBO to CSV.
Frequently Asked Questions
Yes. A QFX file is plain text in the OFX format, so it does not need Quicken to be read - only to be imported. Drop it here to see every transaction and save them as CSV or Excel, with no Quicken subscription or install.
Drop the .qfx file above and click Download Excel. You get an .xlsx with one row per transaction and real numbers in the amount column, ready to total or pivot. Download CSV gives the same rows as a .csv.
Usually because of the Intuit bank ID inside it. Quicken checks that ID against its list of participating banks and refuses files from banks that are not on it, or files whose account is already connected another way. Converting the QFX to CSV here gets the transactions out regardless.
The Intuit tags in a QFX file (the bank ID and user ID) identify the bank to Quicken; they are not transaction data, so they are left out. Every transaction field is kept: date, payee, memo, amount, type, check number and transaction ID.
No. The QFX file is read in your browser and the CSV is created there. Nothing is sent to a server.