Articles and updates on bank statement conversion, reconciliation and automation.
Express Web Connect, Direct Connect, and Web Connect are three different ways Quicken gets transactions from your bank. Here is how each one works, which is more reliable, what each costs, and what to do when your bank supports none of them.
Read articleGnuCash imports OFX natively and matches transactions by ID so re-imports do not duplicate. Here is the exact import path, how to use the Import Matcher, and why imports fail.
Read articleQuicken Web Connect failing or downloads not importing? Here are the five real causes, in order, and the dependable manual QFX workaround for when your bank has dropped Web Connect entirely.
Read articleOFX carries transaction IDs and a closing balance, so it will not duplicate on re-import. CSV is easier to edit. Here is which format to use for reconciliation, and when.
Read articleA QFX file is Quicken's branded version of the OFX format. Here is what is inside one, how QFX differs from OFX and QBO, and how to open, create, and fix QFX files for Quicken.
Read articleExcel cannot read OFX natively, and the usual XML import advice fails on OFX 1.x. Here is why, plus the reliable way to get an OFX into a clean spreadsheet.
Read articleQuicken rejecting your OFX or QFX file? Here are the common causes, from a plain OFX Quicken does not accept to a missing bank ID on a QFX, and the CSV route that works for converted statements.
Read articleNo, Quicken cannot import a PDF directly. Convert the statement to CSV first, then use File Import to bring the transactions into Quicken.
Read articleOFX is the open interchange format, QFX is Intuit's Quicken variant, QBO is the QuickBooks variant. Pick QFX for Quicken, QBO for QuickBooks, OFX for the rest.
Read articleA genuine QFX needs a bank-issued INTU.BID tag no converter can produce. Upload your PDF bank statement, export a clean CSV instead, and import it through Quicken's banking transactions screen.
Read articleGet started converting bank statements to OFX.
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Scale statement conversion with bulk upload, custom templates and reports.
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