What a QFX file holds, what actually opens one, and how to get the same transactions into a comma file. If you still have the original PDF statement, upload it here and export CSV with date, description, amount and running balance columns.
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QFX is Quicken Web Connect data wrapped in OFX tags, written for finance software to read rather than for a spreadsheet, which is why it shows up as markup in Excel. Two routes get you to CSV: import the QFX into a program that reads it, such as Quicken, and export CSV from there, or go back to the PDF statement the download was built from. The uploader on this page reads PDF and image statements, not QFX or OFX files, and exports CSV, Excel and OFX from them.
A QFX is Quicken Web Connect data wrapped in tags. Rename it .csv and you get markup in column A, not the dated transactions you were after.
Inside a QFX are OFX style tags such as DTPOSTED and TRNAMT, not the comma separated rows a spreadsheet reads.
Once transactions live in Quicken or arrive as a QFX download, getting them out for analysis is not a one click export in every version.
Most bookkeepers and accounting tools ask for a comma file or a workbook, not a Quicken specific format they cannot open.
Xero, Wave, and plenty of ledger tools import CSV happily but have no idea what to do with a branded Quicken file.
A sloppy conversion flips debit and credit signs or drops the running balance, which quietly breaks reconciliation later.
Copying hundreds of transactions out of a QFX by hand is slow and introduces errors you may never spot.
Converting from the statement rather than the QFX gives you the same transactions as clean columns, with correct dates, signed amounts, and the balance preserved.
Delivers a proper comma separated file with a header row and one transaction per line, ready to open anywhere.
The uploader accepts PDF and image statements, including scanned copies. It does not read QFX or OFX files, so start from the statement the Quicken download was built from.
Converts OFX date stamps into ordinary dates so sorting and month grouping work the moment you open the file.
Keeps debits negative and credits positive so column totals and reconciliation stay accurate.
Every row carries the same fields, so the CSV drops straight into a pivot table, a SUMIF, or an import mapping.
256-bit encryption in transit and you can delete your uploaded file at any time.
Start from the PDF statement the QFX download covers. No install and no scripting.
Drop in the PDF or scanned statement from the same account and period the QFX covers. The uploader reads PDF and image files, not QFX or OFX.
Tip: Up to 50 statements can go in at once.
The converter reads every transaction and writes a comma file with date, description, amount, and balance columns.
Tip: Want a formatted workbook instead? Choose Excel output.
Download the CSV and open it in Excel or Sheets, or feed it to whatever accounting tool needed the data.
Tip: Check the ending balance against your statement before you rely on it.
Anyone holding a Quicken file who needs the transactions somewhere Quicken cannot send them.
Take a client QFX download into a CSV you can review, tie out, and drop into tax workpapers without installing Quicken.
Convert QFX to CSV to categorize transactions and import them into whatever ledger the client actually uses.
Move Quicken data into a spreadsheet to pivot, chart, and total spending by category and by month.
Export account history to CSV so it can be loaded into a different personal finance or accounting product.
QFX is Intuit's branded version of OFX, the format Quicken Web Connect downloads arrive in. It is fine for importing into Quicken and useless for anything else, which is why people go looking for a CSV. There are two honest ways to get one. The first is to import the QFX into Quicken and export a register report as CSV, which works but often produces an awkward layout you have to clean up. The second, and usually the faster one, is to convert the PDF statement covering the same account and period, because the statement is the original record both files describe. That is what the uploader above does: it reads PDF and image statements, not QFX or OFX files. If the file you are holding is a plain OFX rather than a Quicken QFX, the OFX to CSV converter covers the same ground, and if you want a formatted workbook instead of a comma file, use the QFX to Excel converter.
The value of the CSV is that it reconciles. A correct conversion reads each QFX date stamp into a readable date, keeps debits and credits signed so totals stay right, carries the payee and memo into a usable description, and includes the running balance where the file provides it. The table below shows how the QFX fields land in the CSV.
| QFX field | CSV column |
|---|---|
| DTPOSTED date stamp | Date, in a readable format |
| NAME and MEMO | Description or payee |
| TRNAMT amount | Amount, debits negative |
| TRNTYPE | Transaction type, where present |
| Ledger balance | Running balance for reconciliation |
All three share the same underlying structure, which is why they look similar inside. QFX is the Quicken variant and carries an Intuit identifier. QBO is the QuickBooks Web Connect variant. Plain OFX is the unbranded original that MS Money, GnuCash, and many banks use. Converting between them matters because the receiving program checks which one it is. If your destination is QuickBooks rather than a spreadsheet, a dedicated QuickBooks import file is the cleaner route.
Going the other direction, if you have a spreadsheet and need Quicken to read it, or a still-PDF statement, see convert bank statement to Quicken for the CSV route Quicken actually accepts (a true QFX can only come from your bank).
Two routes work. Import the QFX into a program that reads it, such as Quicken, then export a CSV register report from that program. Or convert the PDF statement the QFX download covers, which is what the uploader above does. It reads PDF and image statements, not QFX files, and writes date, description, amount and balance columns.
Not directly. A QFX holds tagged OFX data, so Excel shows markup rather than transactions. Convert the QFX to CSV or to an .xlsx workbook first, and the same data opens as ordinary dated rows you can sort, filter, and total with formulas.
QFX is Intuit's branded version of OFX used by Quicken Web Connect, and it carries an Intuit identifier that plain OFX does not. The structure is otherwise the same, which is why a converter that reads OFX can usually read QFX as well.
Yes, when the QFX includes ledger balance data the CSV carries a running balance column. That lets you confirm the ending figure matches your statement, which is the difference between a reconcilable export and a plain list of amounts.
Quicken can export a register report, but the layout is often awkward for accounting work. Converting the original QFX download instead gives you a clean transaction level CSV with consistent columns, which is usually easier to categorize and import elsewhere.
Uploads here are protected by 256-bit encryption in transit and you can delete a file at any time. Before sending financial data to any online tool, confirm it encrypts uploads and lets you control deletion, and read its privacy and retention policy.
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