Turn any PDF or scanned bank statement into a clean QFX file that imports straight into Quicken. The AI reads US bank and card statements into date, description, amount, and running balance, then writes a valid Web Connect QFX.
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A PDF to QFX converter reads the transactions in your PDF or scanned bank statement and exports a QFX (Web Connect) file that Quicken imports directly. Upload the statement, let the AI extract every transaction, then download the QFX and open it in Quicken through File, then File Import, then Web Connect File. QFX is Quicken's own flavor of the OFX standard, so the file carries date, description, amount, and a running balance in the exact shape Quicken expects. No manual typing, and no waiting on your bank to turn on Direct Connect.
Quicken imports account files, not PDFs, and most banks no longer hand you a QFX for older statements. That leaves people stuck between a PDF they can read and a file Quicken will accept.
Quicken imports Web Connect (QFX), OFX, and QIF files. Drop a PDF on it and nothing happens, so the transactions in that statement stay locked in the document.
Many banks only offer a QFX download for the last few months, or charge for Direct Connect. For anything older you are left with a PDF and no matching account file.
Newer Quicken versions block QIF import for checking, savings, and credit card accounts, so the old workaround of converting to QIF often fails on the exact accounts you care about.
Retyping hundreds of transactions into Quicken by hand is slow and a single transposed figure quietly breaks your running balance and your reconciliation.
Long, multi month statements and scanned or photographed pages are the worst to handle manually, and they are exactly where a converter saves the most time.
A poorly built QFX can trigger Quicken warnings or refuse to match an account. The file has to carry the right structure for a clean import.
Upload a statement and get a valid Web Connect QFX in a couple of minutes, with the transaction detail Quicken needs to reconcile.
Exports a QFX file in the Web Connect shape Quicken imports through File, then File Import, then Web Connect File.
Templates tuned to US checking, savings, and credit card statement layouts, plus AI extraction for unusual formats.
OCR reads scanned PDFs and phone photos in PDF, JPG, PNG, BMP, HEIC, and TIFF, not just clean digital downloads.
Every transaction keeps its date, description, amount, and running balance so the import reconciles cleanly in Quicken.
Prefer OFX for MS Money or a spreadsheet for review? Export the same statement as OFX or CSV in one click.
256-bit encryption in transit and you can delete your uploaded statement at any time.
No setup, no Direct Connect, no credit card to start.
Drop in a PDF or scanned bank or credit card statement. Multi page and multi month files are fine.
Tip: Password protected PDFs are supported.
The AI extracts every transaction and writes a valid Web Connect QFX file automatically.
Tip: Most statements finish in under a minute.
Download the QFX, then in Quicken choose File, File Import, Web Connect File and pick the account.
Tip: Review the register, then reconcile against the statement total.
Anyone who lives in Quicken and needs statement history that the bank will not hand over as a Web Connect file.
Backfill months or years of history the bank no longer offers as a QFX download.
Get client statements into Quicken fast without retyping a single transaction.
Rebuild a clean transaction history from PDFs for review, tax prep, or cleanup work.
Pull card and bank statements into Quicken for reconciliation and reporting.
Quicken accepts several file types, but they are not interchangeable. QFX (Web Connect) is the format Quicken is built around and the one that imports most cleanly for bank and credit card accounts. The table below shows when each format makes sense, so you can pick the right export for your version of Quicken.
| Format | What it is | Best for in Quicken |
|---|---|---|
| QFX | Quicken Web Connect, a Quicken specific version of OFX | The default choice for bank and credit card accounts |
| OFX | Open Financial Exchange, the underlying open standard | Works with MS Money and many tools; some Quicken versions accept it |
| QIF | Older Quicken Interchange Format, plain text | Blocked for bank and card accounts in newer Quicken; use only where required |
| CSV | Plain spreadsheet columns | Review and cleanup; direct CSV import is limited in Quicken |
If your goal is a clean import into a checking, savings, or credit card account, QFX is almost always the right call. For a wider look at how these formats differ, read OFX vs QFX vs QBO, and if MS Money or another tool is your destination, the bank statement to OFX converter produces the open format those programs expect.
Once the QFX lands in Quicken, the transactions appear in the account register with dates, payees, and amounts ready to categorize and reconcile. Match the ending balance against the statement to confirm nothing dropped, then accept the transactions. For a full walkthrough of the import screen, see the guide on how to import bank statements into Quicken.
A QFX file is Quicken's Web Connect format, a Quicken specific version of the OFX standard. It stores your account transactions with dates, descriptions, amounts, and a running balance, plus a bank identifier, so Quicken can import them straight into the right account register.
Upload the PDF or scanned statement to the converter above. The AI extracts every transaction and writes a valid Web Connect QFX file, which you download and import into Quicken through File, then File Import, then Web Connect File. The whole process usually takes under two minutes.
Yes. The converter writes the QFX in the Web Connect structure Quicken expects, so you import it through File, File Import, Web Connect File and choose the account. If Quicken asks you to link or create an account, pick the matching one and the transactions load into the register.
OFX is the open financial exchange standard used by many programs. QFX is Quicken's branded version of OFX with an added bank identifier field. In practice, use QFX for Quicken and OFX for MS Money and other software that reads the open format.
Common causes are choosing the wrong import option, an account that does not match, or a QFX built with the wrong structure. Import through File, File Import, Web Connect File, confirm the account, and use a converter that writes valid Web Connect QFX so the file loads without errors.
Yes. The converter runs OCR on scanned PDFs and phone photos in PDF, JPG, PNG, BMP, HEIC, and TIFF, then extracts the transaction table the same way it does for clean digital PDFs. Clear, well lit images read most accurately.
With this converter your upload is protected by 256-bit encryption in transit and you can delete your data at any time. Before sending financial documents to any online tool, check that it encrypts uploads and lets you control deletion, and review its privacy and retention policy.
Get any statement into Quicken as QFX or OFX.
Export the open OFX format for MS Money and more.
Convert credit card PDFs to import-ready files.
Produce a QIF file when a tool still requires it.
Get started converting bank statements to OFX.
USD
per month
billed as
$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
per month
billed as
$888 yearly
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
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
