Free QFX to CSV Converter

Turns your bank's Quicken download into a spreadsheet for Excel, Numbers, Google Sheets or LibreOffice. Before you download anything, the page lists the values your file carries that a spreadsheet has no column for — so you find out here rather than three weeks later. No signup, and your file never leaves your browser.

How to convert QFX to CSV

  1. Drop the .qfx file your bank gave you onto the box above.
  2. Check what was found — the transaction count, the date range and the account number come straight out of the file, not from a guess.
  3. Pick a column layout. The page shows what each one keeps and what it drops.
  4. Download the .csv and open it in your spreadsheet.

The trip only runs one way

This is the part worth knowing before you start, because nothing warns you about it later. A QFX describes a statement: which bank, which account, what kind of account, what the balance was at the end, and then the transactions. A CSV is a table of transactions and nothing else. So some of the file has somewhere to go, and some of it does not.

After you drop your file in, the page shows this with your own values in it — not a generic list. The table below is what that panel is built from.

What a QFX carries that a spreadsheet cannot

Per transaction — whether these survive depends on the layout you pick:

In the file Full detail QuickBooks 3-column QuickBooks 4-column
<DTPOSTED> dateDateDateDate
<NAME> + <MEMO>DescriptionDescriptionDescription
<TRNAMT> amountAmountAmountsplit into Credit / Debit
<TRNTYPE>Typedroppeddropped
<CHECKNUM>Check Numberdroppeddropped
<FITID>Transaction IDdroppeddropped
<ACCTID>Account (optional)droppeddropped

Note the second row: NAME and MEMO both end up in one Description column. Banks use the two inconsistently — sometimes the memo repeats the name, sometimes it is the only text with anything useful in it — so they are joined rather than one being thrown away. No text is lost; it just does not get its own column.

Per file — these have no column in any layout:

In the fileWhat it saysWhy there is nowhere to put it
<INTU.BID> the one tag that makes this a QFX rather than a plain OFX It identifies the file to Quicken. A CSV is not addressed to any program.
<FID> · <ORG> which institution the statement came from A spreadsheet row is a transaction, not a statement.
<CURDEF> the currency Amounts become plain numbers. -45.20 does not say which currency it is.
<BANKACCTFROM> / <CCACCTFROM> chequing account or credit card Both produce identical columns. Nothing in the CSV records the difference.
<LEDGERBAL> the closing balance It belongs to the statement, not to a transaction, so there is no row to put it on.

That last group is what makes the trip one-way. Turning the CSV back into a QFX means supplying all of it again by hand — which is exactly what our CSV to QFX converter has to ask you for, and why it ships with a default institution tag rather than being able to work one out.

If you plan to import the CSV somewhere later, keep the transaction id

<FITID> is the value accounting software uses to recognise a transaction it has already imported. Only the Full detail layout writes it out. Export with a three-column layout, import that CSV into QuickBooks or Quicken later, and there is nothing in the file identifying anything — so the software falls back on matching dates and amounts. That is where duplicate transactions come from, and it is much easier to avoid now than to clean up afterwards.

If the spreadsheet is the final destination and you are only reading or totalling the numbers, none of this matters and three columns is easier to look at.

Nothing is uploaded

The conversion runs in your browser. Your statement is not sent anywhere, there is no account to create, and closing the tab is the whole cleanup. This page's content security policy blocks outbound connections outright, so the file has nowhere to go even in principle — you can check that in your browser's network tab while converting.

Questions

Why did my bank give me a QFX when I wanted a spreadsheet?

Because the download button you pressed was the one aimed at Quicken. Most banks offer several formats behind similar-looking links. If a CSV or Excel export exists on your bank's site, taking it directly skips this step — though banks often put that option on a different screen from the accounting downloads, or offer it only for a shorter date range, which is how people end up holding a QFX they cannot open.

Is a QFX the same file as a QBO?

Almost. Both are OFX 1.0.2 documents in SGML form with the same tags for accounts, balances and transactions. The difference is one line: a QFX carries Intuit's private <INTU.BID> aimed at Quicken, a bank's QBO carries one aimed at QuickBooks. For reading transactions out into a spreadsheet they behave identically, which is why this page accepts .qbo and .ofx as well. If you specifically have a QBO, the QBO to CSV page is the same engine with wording aimed at that file.

My dates look wrong in Excel

A CSV carries no type information, so the spreadsheet has to guess what each column is — and you do not control the guess. It depends on the program and on the region settings of the machine opening the file, which is why the same file can look different on two computers. The date format selector above lets you match the format the reader expects; YYYY-MM-DD is read the same way most widely.

Can I convert several accounts at once?

If the QFX holds more than one statement, all of them are read and merged into a single list, and a note above the preview tells you how many were found. Turn on the Full detail layout and the Account column tells you which transaction came from which account, so you can split them after the fact in the spreadsheet.

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