Turn a CSV of transactions into a Quicken ready QFX file. Map your columns once and download a Web Connect QFX that imports into Quicken with correct dates, signed amounts, and account details.
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A CSV to QFX converter reads a spreadsheet of transactions and writes a QFX file, the Quicken Web Connect format, so the data imports straight into Quicken instead of being retyped by hand. Upload a CSV with date, description, and amount columns and download a QFX that Quicken accepts with correct dates, signed amounts, and account details. This is the fix when your bank only offers a CSV download, or you keep transactions in a spreadsheet, but Quicken wants a QFX to import cleanly.
Modern Quicken does not import a plain CSV of transactions the way it imports a QFX. If all you have is a spreadsheet, you either retype every line or convert the CSV to QFX first.
Quicken imports its Web Connect QFX format cleanly, but a raw CSV from a bank or spreadsheet is not something it reads directly.
Some banks export CSV or Excel but no OFX or QFX, leaving Quicken users without an import file.
Retyping months of transactions into Quicken by hand is slow and easy to get wrong across hundreds of lines.
Date, description, and amount must land in the right QFX fields, or Quicken rejects the file or imports garbage.
The wrong date format or an unsigned amount is the usual reason a converted file fails to import into Quicken.
A valid QFX carries account and routing style identifiers that a bare CSV does not include, which the converter fills in.
Upload the CSV, confirm which columns hold the date, description, and amount, and download a Quicken ready QFX file.
Writes a proper QFX file, the Web Connect format Quicken imports, not a renamed CSV that Quicken will reject.
Point the converter at your date, description, and amount columns in any order, and it builds the file correctly.
Reads common US date formats and writes the OFX date stamps Quicken expects so the import does not choke.
Keeps debits negative and credits positive so balances and reconciliation in Quicken come out right.
Adds the account identifiers a valid QFX needs so Quicken treats the import as a real account feed.
256-bit encryption in transit and you can delete your uploaded file at any time.
No install, no scripting, no credit card to start.
Drop in the CSV of transactions from your bank export or spreadsheet. Excel files work too.
Tip: One row per transaction with date, description, and amount columns.
Confirm which columns hold the date, description, and amount so the converter builds the QFX correctly.
Tip: Check the amount sign so debits stay negative.
Download the QFX and open it in Quicken to import the transactions into the right account.
Tip: Verify the imported total against your statement.
Quicken users whose data starts as a spreadsheet or a CSV bank download rather than a QFX.
Get a CSV bank export or a hand kept spreadsheet into Quicken without retyping every transaction.
Import business account activity into Quicken when the bank only offers CSV or Excel downloads.
Convert a client spreadsheet into QFX to load a full history into Quicken in one import.
Anyone tracking money in Excel or Google Sheets who wants those transactions inside Quicken.
Quicken imports its Web Connect QFX format without complaint, but it does not read a plain CSV of transactions the way older versions did. If your bank only exports CSV, or you track money in a spreadsheet, converting CSV to QFX is what bridges the gap. The converter reads your rows, maps the date, description, and amount columns to the right QFX fields, and writes a file Quicken treats as a real account feed. If you started from a PDF statement rather than a spreadsheet, the PDF to QFX converter reads the statement directly, and to load transactions into Quicken generally, see convert bank statement to Quicken.
Most failed Quicken imports come down to three things: the date format, the amount sign, and missing account details. A good conversion writes the OFX style date stamps Quicken expects, keeps debits negative and credits positive so reconciliation adds up, and includes the account identifiers a valid QFX carries. The table below shows how spreadsheet columns map into the QFX file.
| CSV column | QFX field |
|---|---|
| Transaction date | DTPOSTED date stamp Quicken reads |
| Description or payee | NAME and MEMO |
| Amount, debit or credit | TRNAMT, signed correctly |
| Account (optional) | Account identifiers a valid QFX needs |
Prefer the older, unbranded format your other software reads? The CSV to OFX converter builds a plain OFX from the same spreadsheet. And if you already have an OFX or QFX and want it back in a spreadsheet, the OFX to CSV converter goes the other direction.
Upload the CSV to the converter above, confirm which columns hold the date, description, and amount, and download the QFX. The converter writes a Web Connect QFX with correct date stamps, signed amounts, and account details so it imports straight into Quicken.
Current Quicken imports its Web Connect QFX format rather than a plain CSV of transactions, so a raw spreadsheet has nothing for it to read. Converting the CSV to QFX first gives Quicken a file in the exact format it expects, which is why the import then works.
At a minimum a date, a description or payee, and an amount. One row per transaction, with debits and credits in a single amount column or in separate columns. The converter lets you map whichever columns you have to the right QFX fields.
Yes. The converter keeps debits negative and credits positive when it writes the QFX, so your Quicken register and reconciliation add up. If your CSV uses separate debit and credit columns, map both and the signs are handled for you.
Yes. QFX is the Quicken branded version of OFX. If your software reads plain OFX, use the CSV to OFX converter for an unbranded file. Choose QFX specifically when you are importing into Quicken, which expects the Web Connect variant.
Your upload is protected by 256-bit encryption in transit and you can delete the file at any time. Before sending financial data to any online tool, confirm it encrypts uploads and lets you control deletion, and review its privacy and retention policy.
Convert a PDF statement to QFX instead.
Build a plain OFX from a CSV.
Import any statement into Quicken.
Go the other way: OFX back to a spreadsheet.
Get started converting bank statements to OFX.
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