bank statement → OFX

QFX to CSV Converter: Convert QFX Files to CSV Online

Turn a Quicken QFX file into a clean CSV. Every transaction becomes a row with date, description, amount, and running balance, ready for Excel, Google Sheets, or an accounting import.

Free to try, no credit card
256-bit encryption
Opens in Excel and Sheets

PDF, JPG, PNG, BMP, HEIC, TIFF

Upload your bank statement

Extract:
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<OFX> output ready for Quicken, MS Money & accounting software

Convert a QFX file to CSV

A QFX to CSV converter reads the transactions inside a Quicken QFX file and writes a plain comma separated file, one row per transaction with columns for date, description, amount, and running balance. Upload the QFX and download a CSV that opens in Excel, Google Sheets, or any tool that accepts a comma file. This is what you need when Quicken or your bank gives you a QFX but the work has to happen in a spreadsheet or in software that will not read the Quicken format.

Why a QFX file will not open as a spreadsheet

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.

QFX Is a Tagged File

Inside a QFX are OFX style tags such as DTPOSTED and TRNAMT, not the comma separated rows a spreadsheet reads.

Quicken Locks the Data In

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.

Your Accountant Wants CSV

Most bookkeepers and accounting tools ask for a comma file or a workbook, not a Quicken specific format they cannot open.

Other Software Rejects QFX

Xero, Wave, and plenty of ledger tools import CSV happily but have no idea what to do with a branded Quicken file.

Signs and Balances Get Lost

A sloppy conversion flips debit and credit signs or drops the running balance, which quietly breaks reconciliation later.

Retyping Wastes an Afternoon

Copying hundreds of transactions out of a QFX by hand is slow and introduces errors you may never spot.

How the QFX to CSV converter works

Upload the QFX and download a plain CSV with correct dates, signed amounts, and the balance preserved.

Clean CSV Output

Delivers a proper comma separated file with a header row and one transaction per line, ready to open anywhere.

Reads QFX and OFX

Handles the Quicken QFX variant plus plain OFX 1.x and 2.x, whether the file came from a bank or from Quicken itself.

Readable Dates

Converts OFX date stamps into ordinary dates so sorting and month grouping work the moment you open the file.

Signed Amounts

Keeps debits negative and credits positive so column totals and reconciliation stay accurate.

Consistent Columns

Every row carries the same fields, so the CSV drops straight into a pivot table, a SUMIF, or an import mapping.

Private by Default

256-bit encryption in transit and you can delete your uploaded file at any time.

Convert QFX to CSV in 3 steps

No install, no scripting, no credit card to start.

1

Upload the QFX file

Drop in the QFX downloaded from your bank or exported from Quicken. Plain OFX files work the same way.

Tip: Files ending .qfx and .ofx are both accepted.

2

Convert to CSV

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.

3

Open or import

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.

Who converts QFX to CSV

Anyone holding a Quicken file who needs the transactions somewhere Quicken cannot send them.

Accountants and CPAs

Take a client QFX download into a CSV you can review, tie out, and drop into tax workpapers without installing Quicken.

Bookkeepers

Convert QFX to CSV to categorize transactions and import them into whatever ledger the client actually uses.

Analysts and Budgeters

Move Quicken data into a spreadsheet to pivot, chart, and total spending by category and by month.

People Leaving Quicken

Export account history to CSV so it can be loaded into a different personal finance or accounting product.

Common Search Terms

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When Quicken hands you a QFX and you need a spreadsheet

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. Converting QFX to CSV unpacks the tagged file into ordinary rows and columns so you can sort it, categorize it, total it, or hand it to an accountant. If the file you are holding is a plain OFX rather than a Quicken QFX, the OFX to CSV converter does the same job, and if you want a formatted workbook instead of a comma file, use the QFX to Excel converter.

What a good QFX to CSV conversion preserves

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 fieldCSV column
DTPOSTED date stampDate, in a readable format
NAME and MEMODescription or payee
TRNAMT amountAmount, debits negative
TRNTYPETransaction type, where present
Ledger balanceRunning balance for reconciliation

QFX, OFX, and QBO are not the same file

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, the CSV to QFX converter builds the file Quicken expects, and a still-PDF statement can go straight to QFX from the PDF.

QFX to CSV Converter: Common Questions

Upload the QFX to the converter above and download the CSV. The converter reads every transaction in the file and writes a comma separated file with date, description, amount, and running balance columns that opens directly in Excel, Google Sheets, or Numbers.

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.

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 read its privacy and retention policy.

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