Convert QFX to CSV | QFX to Spreadsheet

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Convert Complete

CSV Spreadsheet Format
valid rows

Extract all transaction fields from Quicken QFX bank files into a clean CSV spreadsheet. Every field stays in its own column for maximum flexibility. Your data never leaves your browser.

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Download Sample QFX

Valid QFX file with sample transactions

Sample QFX File

How to Convert QFX to CSV

1

Export from Banking

Accounts → Transaction History → Export

2

Upload and Configure

Upload OFX/QFX/QBO Bank Transactions CSV and choose OFX Bank Export (CSV) format

3

Preview and Download

Review converted data, download Csv-ready file

4

Open in spreadsheet

Open the CSV file in Excel, Google Sheets, or any spreadsheet application

Output is in CSV Spreadsheet format — ready to import directly, no manual reformatting needed.

Field Mapping

How Banking Ofx fields map to Csv Bank Export

Banking Ofx Source Value Csv Bank Export Target Value Note
DTPOSTED 2025-01-15 12:00:00 Date 01/15 12:00:00/2025 OFX date (YYYYMMDD) → MM/DD/YYYY
TRNTYPE DEBIT Type DEBIT Transaction type (DEBIT, CREDIT, CHECK, etc.)
TRNAMT -50.00 Amount -50.00 Signed amount (negative for debits, positive for credits)
NAME AMAZON PURCHASE Payee AMAZON PURCHASE Payee/merchant name (kept separate)
MEMO Online order #12345 Memo Online order #12345 Transaction memo (kept separate)
CHECKNUM 1001 Check Number 1001 Check number if applicable
REFNUM REF123456 Reference REF123456 Bank reference number
FITID 202501150001 Transaction ID 202501150001 Bank's unique transaction identifier

Data Transformation

Each OFX transaction becomes one CSV row with all fields separated

Input OFX Transaction (STMTTRN)

XML-based bank transaction

Key columns: FITID, DTPOSTED, TRNAMT, TRNTYPE, NAME, MEMO
1:1 — One input row creates one output row
Output CSV Row

Spreadsheet row with all fields in separate columns

Date Convert OFX date to MM/DD/YYYY
Type Transaction type as-is
Amount Keep signed amount as-is
Payee Payee name in separate column
Memo Memo in separate column
Amounts must be numeric; dates must be valid

QFX to CSV Conversion Questions

What's the difference between QFX and OFX files?

QFX is Quicken's proprietary variant of OFX. They use the same underlying XML structure, but QFX files include Quicken-specific headers. This tool handles both formats identically.

Can I open the CSV in Google Sheets?

Yes! CSV files can be imported into Google Sheets, Excel, LibreOffice, or any spreadsheet application.

Is my financial data safe?

All conversion happens entirely in your browser. Your QFX file is never uploaded to our servers.

Why Use the QFX to CSV Converter?

All Fields Separated

Each QFX field gets its own column - Payee and Memo stay separate for flexible analysis

Automatic Date Formatting

Converts QFX dates to readable MM/DD/YYYY format

Transaction IDs Preserved

Bank's unique identifiers are kept for reconciliation and deduplication

All Transaction Types

Supports DEBIT, CREDIT, CHECK, ATM, POS, and all other transaction types

Browser-Based Security

All processing happens in your browser - your financial data never leaves your computer

Quicken Compatible

Handles all QFX file variants from any bank that provides Quicken downloads

How People Use QFX to CSV

I download QFX files from all my bank accounts monthly and convert them to CSV for a master budget spreadsheet in Google Sheets. Having each field in its own column, especially Payee and Memo separated, lets me run pivot tables on spending categories without manual cleanup.

Laura H.
Personal Finance Analyst · 6 bank accounts tracked

When investigating financial records, I often receive QFX files that need to go into Excel for analysis. The converter extracts every field cleanly, and the transaction ID preservation is critical for matching entries back to source bank records during litigation support.

Andrew F.
Forensic Accountant · 3,000+ transactions reviewed

I left Quicken and needed all my bank transaction data in a universal format. The QFX to CSV converter pulled out 18 months of transactions with dates formatted correctly and check numbers preserved. I imported everything into a spreadsheet to build a clean starting point for my new accounting setup.

Tanya W.
Bookkeeper, Transitioning from Quicken · 18 months of history exported

Why Convert QFX to CSV?

QFX Files Are Locked to Quicken

QFX (Quicken Financial Exchange) files are proprietary Quicken bank statement files: - Quicken-only: QFX files are designed exclusively for Quicken software import - No spreadsheet support: Excel and Google Sheets can't open QFX files - Data migration: Leaving Quicken requires converting to a universal format Converting to CSV gives you full control over your bank data in any spreadsheet.

What This Tool Does

We extract every field from your QFX file into separate CSV columns: Output (CSV): Date,Type,Amount,Payee,Memo,Check Number,Reference,Transaction ID 01/18/2025,DEBIT,-150.50,AMAZON.COM,Order #12345,,,20250118001 Every field stays in its own column - unlike other converters that merge Payee and Memo together.

Common OFX Bank Export (CSV) Import Errors

Issues you might encounter when importing OFX/QFX/QBO Bank Transactions data to OFX Bank Export (CSV) - and how we solve them

Invalid OFX File

File is not a valid OFX/QFX format

CSV file or corrupted OFX
Valid OFX file from bank download

Ensure you're uploading an OFX/QFX file directly from your bank

Download the OFX file again from your bank's website

No Transactions Found

OFX file contains no transaction data

OFX file with empty BANKTRANLIST
OFX file with at least one STMTTRN

Ensure the date range in your bank download includes transactions

Download a different date range with transaction activity

Your QFX to CSV Conversion is Secure

Client-Side Conversion

No server round-trips. Your QFX to CSV data is processed entirely in the browser tab.

Auto-Erased on Close

The moment you close the page, all QFX to CSV data is wiped from browser memory. No traces left.

EU Privacy Standard

Meets GDPR requirements by design — no data processing on external servers, ever.

More credits - more savings

Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.

Frequently Asked Questions

You can, but free scripts and AI often miss edge cases that break real-world data: missing SKUs, currency formatting quirks, tax calculation errors, or date format mismatches. We have battle-tested validators specifically designed for accounting software imports that catch these issues before they corrupt your books. Plus, you get instant browser-based conversion without installing Python or managing dependencies.
QFX is Quicken's proprietary variant of OFX. They use the same underlying XML structure, but QFX files include Quicken-specific headers. This tool handles both formats identically.
Yes! CSV files can be imported into Google Sheets, Excel, LibreOffice, or any spreadsheet application.
The CSV includes 8 columns: Date, Type, Amount, Payee, Memo, Check Number, Reference, and Transaction ID.
All conversion happens entirely in your browser. Your QFX file is never uploaded to our servers.