Convert your Quicken .qfx bank file to clean CSV or Excel. Extract transaction dates, amounts, payees, and memos into a spreadsheet — free, instant, no signup needed.
A QFX file is structured markup — Intuit's proprietary extension of the OFX financial data standard. Open one in Excel and you'll see raw tags, not a spreadsheet. Excel has no parser for OFX or QFX format.
Converting QFX to CSV solves this: every transaction inside the file — date, amount, payee, memo, transaction ID — gets extracted into labeled columns, one row per transaction. The result opens in Excel, Google Sheets, or any accounting tool that accepts CSV.
From Quicken (File → Export → QFX) or from your bank's website under the "Quicken" download option
Upload the .qfx file — the converter parses the OFX structure and extracts all transactions
Get a clean CSV or Excel file — open anywhere, import into any software
| QFX Field | CSV Column | Description |
|---|---|---|
| DTPOSTED | Date | Transaction posting date |
| TRNAMT | Amount | Signed — negative for debits, positive for credits |
| NAME | Payee / Description | Merchant or counterparty name |
| MEMO | Memo | Additional transaction detail |
| TRNTYPE | Type | DEBIT, CREDIT, CHECK, INT, DIV, etc. |
| FITID | Transaction ID | Quicken's unique ID — useful for deduplication |
| Format | Designed For | Open in Excel? | Import to QuickBooks? |
|---|---|---|---|
| QFX | Quicken personal finance | After CSV conversion | After QBO conversion |
| OFX | General banking (open standard) | After CSV conversion | After QBO conversion |
| QBO | QuickBooks Web Connect | After CSV conversion | ✅ Directly |
| CSV | Universal — any software | ✅ Directly | Limited (3-col format) |
| Human-readable statement | After conversion | After QBO conversion |
Most QFX files come from the same source as a bank statement PDF — your bank generates both from the same transaction database. If you still have the original PDF, uploading it directly offers one important advantage: balance verification.
Bank statement PDFs carry the running balance after every transaction. Our engine checks each extracted amount against the balance column — any extraction error shows up as a balance mismatch before you download anything. QFX files don't carry running balances, so that check isn't possible for QFX conversions.
Uploading the PDF also gives you CSV, Excel, JSON, and QBO from a single conversion — four formats instead of one.
If you're moving from Quicken to a different app (YNAB, Copilot, Monarch Money, Excel, Google Sheets, or cloud accounting software), exporting your Quicken history as QFX and converting to CSV is the cleanest way to bring your transaction history with you.
These cloud accounting tools accept CSV bank imports but not QFX. Convert your QFX to CSV, then use each tool's CSV import wizard. Most accept Date, Description, Amount columns with automatic mapping.
CSV opens directly in Excel. Once there, use pivot tables to break down spending by category, merchant, or month. Sort by amount to find your largest transactions. Create charts of income vs. expenses over time. QFX format locks you into Quicken — CSV frees your data for any analysis tool.
Your accountant works in Excel, not Quicken. Convert QFX to CSV and share the spreadsheet directly — no software dependency, no Quicken license required on their end.
Most major US banks export QFX under the "Quicken" label in their download options: