DocumentIQ

Free tool

Convert CSV to QFX for Quicken, free

Turn your bank’s CSV export into a .qfx Web Connect file that Quicken imports. Free, no sign-up, and your file never leaves your browser.

Drop your bank’s CSV file here

CSV or TXT export from online banking · choose files

Converted in your browser. Your file is never uploaded.

How it works

  1. Export your transactions from online banking as a CSV file.
  2. Drop it in above. We find the date, description and amount columns and show you the result, so you can fix anything we guessed wrong.
  3. Pick the account type and currency, then download the file.
  4. In Quicken, go to File › Import › Web Connect (.QFX) file and choose the file.

Your file never leaves your computer

The conversion runs entirely in your browser. Nothing is uploaded, stored or logged, and it works offline once the page has loaded. No sign-up, no limits.

Only have a PDF statement?

If your bank only gives you PDFs, or you have photos of paper statements, our statement converter reads them and checks every balance before giving you a QBO, OFX, QFX, Excel or CSV file.

CSV to QBO →CSV to OFX →