CSV to QFX Converter
Turn a bank CSV or Excel export into a QFX file Quicken imports as a Web Connect download, with transaction IDs so re-imports don't duplicate.
Drop your CSV / Excel file here
or click to browse
Bank only gives you a PDF statement? Convert the PDF to QBO with StatementConverterAI.
How to import a CSV into Quicken
Drop the CSV or Excel file
Exports from any bank or card work. The header row and the date format are detected for you.
Pick columns, download QFX
Confirm the date, description and amount columns. Keep bank ID 3000 unless you know your bank's.
Import into Quicken
Windows: File > File Import > Web Connect (.QFX) File. Mac: File > Import > Bank or Brokerage File.
Why Quicken won't take your CSV
Quicken imports bank transactions from Web Connect files (.QFX), not from CSV. A QFX file is an OFX statement with two extra things Quicken checks: an INTU.BID line naming the bank, and an <FI> block with the institution's ID. A file missing them, or naming a bank Quicken doesn't recognise, is refused before any transaction is read. The converter writes both, with the account number and currency you enter, so the file lands in the account you choose when Quicken asks.
If Quicken still rejects the file
- Try another bank ID. Your own bank's Web Connect ID is in a QFX file downloaded from its site, on the
INTU.BIDline. - Check that every row has a date and an amount; rows without both are left out, and a file with none isn't produced.
- Amounts must be signed, money out negative. If your export has separate debit and credit columns, add a single amount column first.
- Older Quicken versions only import QFX for banks they have on file; updating Quicken refreshes that list.
Need the plain OFX for GnuCash, Moneydance or another app? Use CSV to OFX. For older Quicken files, CSV to QIF. Going to QuickBooks instead: CSV to QBO.
Frequently asked questions
What's the difference between QFX and OFX?
QFX is OFX with an Intuit bank ID (INTU.BID) and an institution block added. Quicken reads that ID to decide which bank the file came from and refuses QFX files without one. Other finance apps take the plain OFX file instead.
What should I enter as the bank ID?
Leave the default, 3000, unless Quicken rejects the file. 3000 is a bank Quicken accepts Web Connect files for, so the file imports into any account you pick. If your own bank supports Web Connect, its ID works too and keeps Quicken's online matching tidy.
Will Quicken create duplicates if I import the same month twice?
No. Every transaction gets an ID built from its date, amount and description, so the same row converted again gets the same ID and Quicken skips it.
Can I convert an Excel file to QFX?
Yes. Drop the .xlsx file the same way; the first worksheet is read as the transaction table.
Does this work with Quicken for Mac?
Yes. Quicken for Mac imports QFX under File > Import > Bank or Brokerage File (QFX, OFX, QBO). Quicken for Windows uses File > File Import > Web Connect (.QFX) File.
My bank only gives me a PDF statement.
Then there's no CSV to convert. A PDF statement converter reads the transactions out of the PDF first; drop the PDF above and you'll get a link to one.