QFX CSV

QFX
to CSV.

Read QFX bank transaction fields into CSV with debit, credit and identifier columns. Review the preview before downloading.

Supported files & extraction details

QFX is a Web Connect variant of OFX. Bank transaction fields are read directly, including FITID and account identifiers when supplied. Institution metadata is preserved; this does not establish that another application accepts the file.

How your file is handled

CONVERT A STATEMENT

SourceExport to

Free up to 3 pages · $5 per statement after that · no account

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

Files are deleted within 24 hours unless you ask us to keep a failed one. Privacy

Inspect Web Connect bank transactions without Quicken

The bank transaction fields become a CSV table with available account IDs and FITIDs. Securities/investment lists are unsupported. Check your original account export rather than treating a partial portfolio export as a bank statement.

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

Understand QFX source files · Understand CSV 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 QFX 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 CSV excerpt

Date,Description,Memo,Debit,Credit,Balance,Amount,Currency,FITID,AccountID,BankID,AccountType
2026-01-15,Office supplies,,45.00,,955.00,-45.00,USD,,,,
2026-01-16,Client payment,,,1200.00,2155.00,1200.00,USD,,,,

FIELD MAPPING

The same transactions.
A different format.

Source field	Output	Handling
DTPOSTED / DTUSER / DTAVAIL	Date (YYYY-MM-DD)	Source dates are validated. Choose a convention when the file is ambiguous.
NAME / MEMO	Description / Memo	Supported text is mapped; this does not reconstruct the original accounting structure.
TRNAMT	Debit, Credit and signed Amount	Debit/credit direction is retained; amounts are not reconciled automatically.
BALAMT, when present	Balance column and validation 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 QFX file up to 10 MB. Choose a date order if it cannot be established from the file. Bank exports are read field by field and downloaded free.

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 CSV output, then inspect its mapping in your destination application. The temporary download expires after first use or 15 minutes. Files are deleted within 24 hours unless you ask us to keep a failed one.

Questions about this conversion

When should I choose another format instead of CSV?

Choose Excel when typed date and amount cells make review easier. Choose an account import format only when the destination explicitly supports it; CSV column mapping is often more flexible.

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?

Not for long. Temporary download links expire after first use or 15 minutes, and the private encrypted copy is deleted within 24 hours. If a conversion fails, you can choose to send the file to our team; we then keep it for 30 days to fix the reader. You can delete your file sooner from the converter.

OTHER WORKFLOWS

Need another format?

All converters

QFXto CSV.