Articles and updates on bank statement conversion, reconciliation and automation.
OL-297-A is a connection error, not a file error. Quicken cannot reach the bank's server even though your browser can. Here is what actually causes it and how to get your transactions in either way.
Read articleOL-221 is not a problem with Quicken or your data file. It means the bank wrote the QFX file incorrectly. Here is how to tell which fixes are worth your time and what to do when the bank cannot help.
Read articleMonthly and yearly MoneyThumb conversions sit in the same dropdown and mean completely different things. Every tier converted to one comparable annual rate, read from their own store in September 2026.
Read articleChase still downloads into Quicken, but not the way it used to. Here is what changed, how to pull a QFX from chase.com, how far back the export reaches, and what to do about anything older.
Read articleDocuClipper starts around $39 a month and prices by the page, not the statement. Here is what each plan includes, how the page counting works, and how to judge whether it fits your volume.
Read articleMoneydance imports OFX, QFX, QIF and CSV. Here is which format to pick, the exact import steps, and how to fix the errors that stop a file loading.
Read articleGnuCash can open a QFX file because QFX is OFX underneath, but Intuit's branding tags cause failures. Here is what actually works, and the reliable workaround.
Read articleMT940 is the SWIFT end of day bank statement message. Here is what each tag holds, how to read tag 61 and tag 86, and how to turn one into a spreadsheet that reconciles.
Read articleQuicken can export a register report to Excel, but the layout is awkward for accounting work. Here are the three ways to get transactions out, what each one loses, and which produces a spreadsheet you can actually reconcile.
Read articleQuicken will not read a plain CSV of bank transactions. Here is what it does accept, how to turn a spreadsheet into a QFX file it imports cleanly, which columns matter, and how to fix the errors that stop an import.
Read articleGet started converting bank statements to OFX.
USD
per month
per month
$294 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion with bulk upload, custom templates and reports.
USD
per month
per month
$894 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
per month
$ charged today
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
