Convert Quicken QFX to CSV Free for Excel and Google Sheets
Upload the QFX file your bank made for Quicken and get a CSV you can open in Excel or Google Sheets. This Quicken QFX to CSV converter keeps every date, payee and amount, one row per transaction.
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How to convert a QFX file to CSV
- 01
Upload your QFX file.
Drag the .qfx file from your bank into the box above, or click to browse. No Quicken install needed.
- 02
Set your columns and dates.
Choose one signed Amount column or separate Money out and Money in columns. Pick the output date format and separator your spreadsheet expects, then review the dates and amounts.
- 03
Download the CSV.
Click Download CSV file. Each transaction from the QFX becomes one row, ready for Excel, Google Sheets or your accountant.
QFX to CSV example
This fictional QFX includes a closing balance, so the default CSV also has a running Balance column. The output below uses YYYY-MM-DD dates, one signed Amount column and masked account details. Optional split amounts use Money out and Money in columns.
QFX input
OFXHEADER:100 DATA:OFXSGML VERSION:102 <OFX> <SIGNONMSGSRSV1><SONRS> <FI><ORG>Sample Bank<FID>00000</FI> <INTU.BID>00000 </SONRS></SIGNONMSGSRSV1> <BANKMSGSRSV1><STMTTRNRS><STMTRS> <CURDEF>USD <BANKACCTFROM><BANKID>000000000<ACCTID>0000000000<ACCTTYPE>CHECKING</BANKACCTFROM> <BANKTRANLIST><DTSTART>20260301<DTEND>20260331 <STMTTRN><TRNTYPE>CREDIT<DTPOSTED>20260302<TRNAMT>2500.00<FITID>20260302001<NAME>Client payment – Acme LLC</STMTTRN> <STMTTRN><TRNTYPE>DEBIT<DTPOSTED>20260305<TRNAMT>-84.17<FITID>20260305001<NAME>Office Depot<MEMO>Card 0000</STMTTRN> <STMTTRN><TRNTYPE>CHECK<DTPOSTED>20260311<TRNAMT>-350.00<FITID>20260311001<CHECKNUM>1042<NAME>Check 1042</STMTTRN> <STMTTRN><TRNTYPE>FEE<DTPOSTED>20260331<TRNAMT>-12.00<FITID>20260331001<NAME>Monthly service fee</STMTTRN> </BANKTRANLIST> <LEDGERBAL><BALAMT>4053.83<DTASOF>20260331</LEDGERBAL> </STMTRS></STMTTRNRS></BANKMSGSRSV1> </OFX>
CSV output
Date,Description,Payee,Memo,Amount,Balance,Type,Check Number,Reference,Transaction ID,Account,Currency 2026-03-02,Client payment – Acme LLC,Client payment – Acme LLC,,2500.00,4500.00,CREDIT,,,20260302001,****0000,USD 2026-03-05,Office Depot - Card 0000,Office Depot,Card 0000,-84.17,4415.83,DEBIT,,,20260305001,****0000,USD 2026-03-11,Check 1042,Check 1042,,-350.00,4065.83,CHECK,1042,,20260311001,****0000,USD 2026-03-31,Monthly service fee,Monthly service fee,,-12.00,4053.83,FEE,,,20260331001,****0000,USD
How QFX fields map to CSV columns
A QFX file stores each transaction as tagged text inside an STMTTRN block. The converter reads those tags and writes them as named columns. This is where each one lands.
| QFX field | CSV field | Note |
|---|---|---|
| DTPOSTED | Date | Written in your selected output date format; the default is YYYY-MM-DD. |
| NAME | Payee and Description | Payee is preserved separately and also contributes to the readable description. |
| MEMO | Memo and Description | Memo is preserved separately and may be combined with payee text in Description. |
| TRNAMT | Amount, or Money out and Money in | Signed mode keeps one Amount column. Split mode uses positive values in separate Money out and Money in columns. |
| TRNTYPE | Type | The source transaction type, such as DEBIT, CREDIT, CHECK or FEE. |
| CHECKNUM / reference | Check Number / Reference | Preserved when supplied by the source. |
| FITID | Transaction ID | The source ID, useful for checking overlaps between downloads. |
| ACCTID / CURDEF | Account / Currency | Included per row. Account numbers are masked by default; the privacy setting can reveal them. |
| LEDGERBAL or supplied closing balance | Balance | Included when Show running balance is on and a usable balance is available. |
Open your QFX to CSV file in Excel or Google Sheets
A CSV is plain text, so any spreadsheet opens it. Double-clicking works, but importing gives you control over dates and long numbers.
Excel
Excel for Microsoft 365 / supported desktop editions · Documentation checked
- Open a blank workbook in Excel.
- Go to Data › From Text/CSV and select the CSV you downloaded.
- In the preview, set File Origin to 65001: Unicode (UTF-8) and Delimiter to Comma.
- If the Transaction ID column shows as 2.03E+10, click Transform Data, set that column's type to Text, then Close & Load.
- Otherwise click Load. Your transactions appear as a table you can sort, filter and total.
Google Sheets
Google Sheets on the web · Documentation checked
- Open a spreadsheet and choose File > Import.
- Upload the downloaded CSV and choose an import location, such as a new sheet.
- Choose the separator used in your CSV, or automatic detection, and import the data.
- Review dates, amounts and long identifiers. Keep identifiers as text and do not enable formula interpretation for untrusted transaction descriptions.
Where to get a QFX file (Quicken doesn't export one)
Show me where to download it
Your QFX file comes from your bank's website, not from Quicken. Quicken imports QFX files, but it has no option to export them.
To download one:
- Sign in to your bank's online banking in a web browser.
- Open the account and find Download, Export or Download transactions.
- Choose the date range you need.
- Pick the format labeled Quicken, Quicken Web Connect or .qfx.
- Save the file. If your browser offers to open it in Quicken, choose save instead.
If Quicken already pulls transactions from your bank automatically, no QFX file is saved on your computer. Download one from the bank's site as above.
Leaving Quicken? A QFX download only holds what the bank lets you pull. Many banks limit how far back you can go, so download in date-range chunks if you need a longer history.
What are QFX and CSV files?
What is a QFX file?
A QFX file is Quicken Web Connect, used for bank and credit card downloads. It is based on OFX and adds Intuit institution details. Transaction IDs help identify previously imported entries. Acceptance depends on the institution and your Quicken edition and services.
What is a CSV file?
A CSV (comma-separated values) file is plain text in rows and columns. Banks offer it because Excel and Google Sheets open it. Every bank orders and names its columns differently, so accounting software usually asks you to map them.
QFX is built for Quicken to read, so converting it to CSV is the simplest way to see the same transactions in a spreadsheet anyone can open.
QFX to CSV problems and fixes
| Error | Cause | Fix |
|---|---|---|
| Dates show the wrong month, or stay as text | Your spreadsheet reads dates in a different order than the CSV uses. | Convert again with the date format your spreadsheet expects, or use YYYY-MM-DD, which Excel and Google Sheets both recognize. |
| Transaction IDs show as 2.03E+10 | Excel treats long numbers as numbers and switches to scientific notation. | Import with Data › From Text/CSV and set the Transaction ID column to Text before loading. |
| Payee names show odd characters like é | The file was opened with the wrong text encoding. | In Excel's import preview, set File Origin to 65001: Unicode (UTF-8). |
| The file is rejected as the wrong format | The file is a QBO, OFX or PDF, or a Quicken data file (.qdf) rather than a bank download. | Follow the link to the matching converter. For a .qdf file, download a QFX from your bank instead. |
| Fewer transactions than you expected | The bank only included the date range you picked when you downloaded. | Download again from your bank with a wider date range, then convert the new file. |
QFX to CSV converter FAQ
Yes. You can convert QFX to CSV free, with no account. Upload your file, check the preview and download.
No. Quicken reads QFX files but doesn't write them. Get the QFX from your bank's website, then convert it here.
Not in a usable way. Excel shows the raw tags as text instead of rows and columns. Convert the QFX file to CSV first, then open the CSV.
No. QuickBooks Online accepts .qfx files through Upload from file, so you can upload the QFX as it is. For QuickBooks Desktop, use our QFX to QBO converter.
It converts everything inside the QFX you upload. Your bank decides how much history that download includes. Pull several date ranges if you need more, and convert each one.
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File-converter uploads and results are temporarily stored in private storage. Uploads are deleted after a successful conversion; abandoned uploads and results are automatically deleted after about an hour. Download links are temporary.