OFX QFX

OFX
to QFX.

Read OFX bank transaction fields into QFX with account metadata for an import check. Review the preview before downloading.

OFX bank exports carry transaction dates, signed amounts, descriptions and identifiers. FinanceConvert reads bank transactions from XML and older SGML exports. Securities, investment positions and investment transaction lists are rejected rather than flattened into bank transactions.

How your file is handled

YOUR CONVERSION WORKSPACELocal first

SourceExport to

PDF · OFX · QFX · QBO · QIF · IIF · CSV

Documents and conversion results are stored privately for 90 days to investigate errors and improve conversion quality. Temporary downloads expire after 15 minutes or first use. Storage and deletion details.

Prepare OFX bank transactions for a Quicken import check

QFX carries Web Connect metadata as well as transactions. Verify the institution and account in Quicken; investment positions and securities are outside the bank transaction reader.

Content checked against the implemented converter on 19 October 2026. Scope and editorial method.

Quicken does not support QFX files generated by third-party conversion tools. Read Quicken’s Web Connect guidance before choosing this output.

Understand OFX source files · Understand QFX output files · How to assess conversion quality

A CONCRETE EXAMPLE

What goes in.
What comes out.

These are synthetic examples, not customer data. Output excerpts illustrate the transaction mapping; download a sample through the converter to try the full workflow.

Synthetic OFX example

<OFX><BANKMSGSRSV1><STMTTRNRS><STMTRS><CURDEF>USD</CURDEF><BANKACCTFROM><BANKID>123456789</BANKID><ACCTID>DEMO-ACCOUNT</ACCTID><ACCTTYPE>CHECKING</ACCTTYPE></BANKACCTFROM><BANKTRANLIST><STMTTRN><DTPOSTED>20260115</DTPOSTED><TRNAMT>-45.00</TRNAMT><FITID>demo-1</FITID><NAME>Office supplies</NAME><BALAMT>955.00</BALAMT></STMTTRN><STMTTRN><DTPOSTED>20260116</DTPOSTED><TRNAMT>1200.00</TRNAMT><FITID>demo-2</FITID><NAME>Client payment</NAME><BALAMT>2155.00</BALAMT></STMTTRN></BANKTRANLIST></STMTRS></STMTTRNRS></BANKMSGSRSV1></OFX>

Illustrative QFX excerpt

<STMTTRN>
<DTPOSTED>20260115000000
<TRNAMT>-45.00
<NAME>Office supplies
</STMTTRN>

FIELD MAPPING

The same transactions.
A different format.

Source field	Output	Handling
DTPOSTED / DTUSER / DTAVAIL	DTPOSTED	Source dates are validated. Choose a convention when the file is ambiguous.
NAME / MEMO	NAME / MEMO	Supported text is mapped; this does not reconstruct the original accounting structure.
TRNAMT	Signed TRNAMT	Debit/credit direction is retained; amounts are not reconciled automatically.
BALAMT, when present	LEDGERBAL only if a final balance is unambiguous; checks in report	Missing balances stay missing. A balance check does not prove every transaction was extracted.

THREE STEPS

Prepare. Convert. Review.

Check the source

Upload an unlocked OFX file up to 10 MB. Choose a date order if it cannot be established from the file.This path reads transaction fields directly; no document-reading AI is needed.

Read the preview

Compare the transaction count, date range and totals with your source. Check running-balance warnings. A clean balance check does not prove every row was extracted.

Download & validate

Download the QFX output, then inspect its mapping in your destination application. The temporary download expires after first use or 15 minutes. A separate encrypted review copy is retained for 90 days.

Questions about this conversion

When should I choose another format instead of QFX?

Prefer a bank-issued QFX for Quicken Web Connect. This converter cannot establish bank certification. CSV/Excel is useful when the goal is to inspect the records rather than authorize a Web Connect import.

What should I check before using this export?

Compare row count, first and last dates, debit/credit direction and totals with the source. Review any balance warnings. Test the destination mapping with a copy or test account; a successful export does not prove importer compatibility.

Are my source and result deleted after download?

No. Temporary download links expire after first use or 15 minutes. A private encrypted source/result copy, including failed attempts, is retained for 90 days to investigate errors and evaluate conversion improvements. The upload notice explains storage, and the document receipt lets you request deletion.

OTHER WORKFLOWS

Need another format?

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OFXto QFX.