FinanceConvert.
CONVERTER DIRECTORY

Choose the source you actually have.

Use the bank’s structured export when available. Choose PDF extraction when your source is a statement document, then select the output your next tool accepts.

Document extraction or direct field conversion?

PDFs need their rows identified from page content. Structured exports already contain fields that can be read directly, without an AI service. An output extension alone does not establish accounting classification or bank-import eligibility.

Convert PDF bank statements

Simple text rows are tried locally. Scans and complex tables may need configured cloud extraction, a paid account and permission. Review completeness against the source. Read the PDF guide.

Convert CSV transactions

Read explicit transaction fields. Unsupported investment, account-list or company-backup structures cannot be treated as an ordinary bank transaction list. Read the CSV guide.

  • CSV to QIF converter — Read CSV bank transaction fields into QIF transaction records. Review the preview before downloading.
  • CSV to QBO converter — Read CSV bank transaction fields into QBO with account metadata for an import check. Review the preview before downloading.
  • CSV to IIF converter — Read CSV bank transaction fields into IIF transaction records. Review the preview before downloading.
  • CSV to OFX converter — Read CSV bank transaction fields into OFX with account metadata for an import check. Review the preview before downloading.

Convert IIF transactions

Read explicit transaction fields. Unsupported investment, account-list or company-backup structures cannot be treated as an ordinary bank transaction list. Read the IIF guide.

  • IIF to CSV converter — Read IIF bank transaction fields into CSV with debit, credit and identifier columns. Review the preview before downloading.
  • IIF to Excel converter — Read IIF bank transaction fields into Excel with typed dates and amounts. Review the preview before downloading.

Convert OFX transactions

Read explicit transaction fields. Unsupported investment, account-list or company-backup structures cannot be treated as an ordinary bank transaction list. Read the OFX guide.

  • OFX to PDF converter — Read OFX bank transaction fields into PDF as a readable transaction report. Review the preview before downloading.
  • OFX to CSV converter — Read OFX bank transaction fields into CSV with debit, credit and identifier columns. Review the preview before downloading.
  • OFX to Excel converter — Read OFX bank transaction fields into Excel with typed dates and amounts. Review the preview before downloading.
  • OFX to QBO converter — Read OFX bank transaction fields into QBO with account metadata for an import check. Review the preview before downloading.
  • OFX to QFX converter — Read OFX bank transaction fields into QFX with account metadata for an import check. Review the preview before downloading.

Convert QFX transactions

Read explicit transaction fields. Unsupported investment, account-list or company-backup structures cannot be treated as an ordinary bank transaction list. Read the QFX guide.

  • QFX to CSV converter — Read QFX bank transaction fields into CSV with debit, credit and identifier columns. Review the preview before downloading.
  • QFX to Excel converter — Read QFX bank transaction fields into Excel with typed dates and amounts. Review the preview before downloading.
  • QFX to OFX converter — Read QFX bank transaction fields into OFX with account metadata for an import check. Review the preview before downloading.
  • QFX to PDF converter — Read QFX bank transaction fields into PDF as a readable transaction report. Review the preview before downloading.
  • QFX to QBO converter — Read QFX bank transaction fields into QBO with account metadata for an import check. Review the preview before downloading.

Convert QIF transactions

Read explicit transaction fields. Unsupported investment, account-list or company-backup structures cannot be treated as an ordinary bank transaction list. Read the QIF guide.

  • QIF to CSV converter — Read QIF bank transaction fields into CSV with debit, credit and identifier columns. Review the preview before downloading.
  • QIF to Excel converter — Read QIF bank transaction fields into Excel with typed dates and amounts. Review the preview before downloading.
  • QIF to PDF converter — Read QIF bank transaction fields into PDF as a readable transaction report. Review the preview before downloading.
  • QIF to QBO converter — Read QIF bank transaction fields into QBO with account metadata for an import check. Review the preview before downloading.

Convert QBO transactions

Read explicit transaction fields. Unsupported investment, account-list or company-backup structures cannot be treated as an ordinary bank transaction list. Read the QBO guide.

  • QBO to CSV converter — Read QBO bank transaction fields into CSV with debit, credit and identifier columns. Review the preview before downloading.
  • QBO to Excel converter — Read QBO bank transaction fields into Excel with typed dates and amounts. Review the preview before downloading.
  • QBO to PDF converter — Read QBO bank transaction fields into PDF as a readable transaction report. Review the preview before downloading.
  • QBO to IIF converter — Read QBO bank transaction fields into IIF transaction records. Review the preview before downloading.

What is outside the conversion scope?

There is no arbitrary Excel workbook input, full company migration, securities portfolio migration or guaranteed acceptance by a bank’s import partner. IIF and Tally XML outputs require reviewed account/ledger mapping. Quicken does not support third-party-generated QFX for Web Connect; prefer your bank’s original download for that purpose.

Compare file formats · Quality checks before import · Read the upload storage notice