knackbench.

Convert CSV to QFX for Quicken

Make a Quicken Web Connect (.qfx) file from a bank or credit card spreadsheet, so Quicken can import transactions it cannot download for you. Your file stays on this device.

  • Your file stays on this device
  • Works with Wi-Fi off. Check it yourself
  • Free, with no sign-up

  1. 1 Choose your bank export

    Drop a CSV or Excel file here, or choose a file

    CSV, TXT or XLSX from your bank or card provider

    Paste CSV text instead

    Your file is read inside this browser tab. Nothing is uploaded.

What a QFX file is

QFX is Quicken's name for a Web Connect file. It is an OFX bank statement with a few extra Intuit fields, including a bank ID that Quicken checks against its list of financial institutions. When a bank's download page offers a "Quicken" option, you get a QFX file.

Quicken for Windows imports bank and credit card transactions from QFX files. A plain OFX file, even with the same transactions, is usually refused, which is why this converter writes the Quicken-specific version.

When you need a QFX file

  • Your bank only offers CSV downloads, or stopped supporting Quicken connections.
  • You want transactions older than the range Quicken can download.
  • You are moving history from a budgeting app you no longer use, and it exported a spreadsheet.
  • A card provider gives you an Excel file and you want it in Quicken without typing it in.

How to convert a CSV to QFX

  1. Export the transactions from online banking or your old app as CSV or Excel.
  2. Drop the file into step 1 above.
  3. In step 2, check the date, description and amount columns. Choose the separate debit and credit option if your file has two amount columns.
  4. Check the preview: spending should be negative and deposits positive. Tick Reverse signs for card exports that show purchases as positive.
  5. In step 3, choose the account type, enter the last four digits of the account number and download the .qfx file.

Import the QFX file into Quicken

Quicken for Windows

  1. Back up first with File › Backup and Restore › Backup Quicken File.
  2. Choose File › File Import › Web Connect (.QFX) File and select the file.
  3. Link it to an existing account, or let Quicken create a new one.
  4. Accept the downloaded transactions in the account register, matching any you entered by hand.

Quicken for Mac

  1. Choose File › Import › Bank or Brokerage File (OFX, QFX).
  2. Select the .qfx file and pick the account to import into.
  3. Review the new transactions before you accept them.

About the Quicken bank ID

Quicken reads the bank ID in the file to decide which financial institution the download comes from. This tool fills in 3000, an ID Quicken has accepted for a long time. If Quicken reports that the financial institution is not supported or cannot be found, enter the ID of a bank Quicken does support, update Quicken, and try again. The ID does not change the transactions; it only labels the download.

Why not use QIF?

Quicken still reads QIF files for some account types, but current versions of Quicken for Windows limit QIF imports into bank and credit card accounts. Web Connect is the route Quicken supports for those accounts, and it brings transaction IDs that help Quicken skip duplicates.

Keeping your register tidy

  • Duplicates. Each transaction gets a stable ID from its date, amount and description. If you convert and import the same rows twice, Quicken can recognise the repeats.
  • Long payee names are shortened to the 32 characters Quicken accepts, with the full text kept in the memo.
  • Check numbers come across when you choose the check number column in step 2.
  • Renaming rules in Quicken apply to imported payees, so cleaning up names once in Quicken pays off on every later import.

Questions

Is my data sent to a server?

No. The file is read and converted by your own browser, and the QFX file is created on your device. Nothing about your transactions leaves this tab.

Is it free?

Yes. No account, no trial and no limit on files. The site is supported by advertising.

Can I import into an investment account?

No. This converter makes bank and credit card statements only.

Which versions of Quicken does it work with?

Quicken Classic for Windows and Quicken for Mac both import Web Connect files. If your version asks for a different file type, check its import menu for the formats it lists.

I have a QFX file already. How do I see what is in it?

Open it with the QFX to CSV and Excel converter to view it as a spreadsheet.

Check for yourself that nothing is uploaded

  1. Open this page, then turn off Wi-Fi or switch on airplane mode.
  2. Drop your file into the tool and convert it. It still works, because the conversion runs in your browser, not on a server.
  3. For a closer look, open your browser's developer tools and watch the Network tab while you choose a file. No request carries your file anywhere.

The tools work in current versions of Chrome, Edge, Safari and Firefox, on computers and phones.

Last reviewed November 11, 2026. Found a bank export this tool reads wrongly? Tell us about the layout and we will look at it.

More finance tools