How to convert QFX to PDF
- Drop the
.qfxfile your bank gave you onto the box above. - Check the header details — account, institution, period and closing balance all come out of the file rather than from a guess.
- Look at the preview. It is the real PDF, not a picture of one.
- Download it.
The two ways out of a QFX, and what each one keeps
A QFX holds two different kinds of information: facts about the statement — which bank, which account, what the closing balance was — and a list of transactions. The two destinations keep opposite halves, which is the whole reason to choose between them.
| What's in the QFX | In the PDF | In a CSV |
|---|---|---|
| Account number and type | printed in the header | no column |
Institution (ORG / FID) | printed in the header | no column |
| Statement period | printed in the header | no column |
| Closing balance | printed in the header | no column |
| Every transaction | one row each, with totals | one row each |
| Machine-readable afterwards | no — a PDF is a page | yes |
So the choice is not about quality, it is about who reads it next. A person, an
auditor, an archive, an email attachment → PDF. Another program, a spreadsheet, a formula
→ CSV. Either way, keep the original .qfx:
it stays the only version a program can read back.
What the page produces
- A header block with whichever of account number, account type, institution, period and closing balance your file actually states — empty fields are left out rather than printed blank.
- One row per transaction: posted date, description, type, amount. Dates and amounts are set in a monospaced face so the decimal points line up, which is the only reason a column of figures is readable at a glance.
- Repeated column headings and a page number on every page, so a printed copy can be put back in order after it has been sitting on a desk.
- Totals at the end: transaction count, money in, money out, net.
- A footer line recording that the file was generated from your own file and nothing was uploaded — on the paper as well as on the screen.
One honest limitation: characters outside the Latin alphabet
PDFs draw text with fonts, and this page uses the three fonts every PDF reader is guaranteed to have rather than embedding one, which is what keeps the output a few kilobytes instead of a few hundred. Those fonts cover the Latin alphabet with accents — café, München, niño — plus curly quotes, dashes, the euro sign and similar punctuation. They do not cover Chinese, Japanese, Korean, Greek, Cyrillic or Arabic.
When a description contains one of those, it is replaced with a question mark and the page tells you, and names the characters involved. Amounts, dates and totals are never affected. If the text matters more than the layout, the CSV output carries any character through unchanged.
Nothing is uploaded, including the preview
The PDF is built by JavaScript on this page. The preview above is not an image of the file or a re-rendering of it in HTML — it is the same bytes the download button hands you, shown in your browser's own PDF viewer. Nothing is sent anywhere, there is no account, and this page's content security policy blocks outbound connections outright.
This is worth checking rather than believing: open your browser's network tab and convert a file. Several tools offering this conversion do upload your statement — their own privacy wording says the file is "removed right after conversion", which is only necessary if it was sent in the first place.
Questions
Can I import the PDF back into Quicken?
No. To accounting software a PDF is a page, not data. If the destination is a program rather than a person, use QFX to CSV, QFX to QBO for QuickBooks, or QFX to OFX for everything else.
Does it work for hundreds of transactions?
Yes — rows flow onto as many pages as they need, each with repeated headings and a "Page 3 of 7" footer. The totals appear once, at the end.
My file is a .qbo or .ofx, not a .qfx
Drop it in anyway. All three are the same underlying format, and the heading of the PDF uses whichever your file actually is rather than the name of this page.
Why does the PDF look plain?
Deliberately. It is meant to be read, printed and filed, so it uses the fonts every reader already has and no images. That is also why a hundred-transaction statement comes out at around twenty kilobytes rather than several megabytes.
Related
- QFX to CSV converter when a program reads it next
- QFX to QBO converter going into QuickBooks
- QFX to OFX converter for software that refuses the Intuit tag
- QBO to CSV converter same engine, QuickBooks wording
- QIF to CSV converter the older Quicken format