Read QFX bank transaction fields into PDF as a readable transaction report. Review the preview before downloading.
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.
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.
Produce a reading copy of QFX bank transactions
This creates a transaction report from the bank records. It does not reproduce Quicken screens or a bank-issued statement. Use CSV/Excel when downstream work depends on the full identifiers or Unicode text.
These are synthetic examples, not customer data. Output excerpts illustrate the transaction mapping; download a sample through the converter to try the full workflow.
Transaction report
15 Jan 2026 Office supplies debit 45.00 balance 955.00
16 Jan 2026 Client payment credit 1200.00 balance 2155.00
FIELD MAPPING
The same transactions. A different format.
Source field
Output
Handling
DTPOSTED / DTUSER / DTAVAIL
Date column
Source dates are validated. Choose a convention when the file is ambiguous.
NAME / MEMO
Description (including memo when supplied)
Supported text is mapped; this does not reconstruct the original accounting structure.
TRNAMT
Debit / Credit columns
Debit/credit direction is retained; amounts are not reconciled automatically.
BALAMT, when present
Balance column and separate validation report
Missing balances stay missing. A balance check does not prove every transaction was extracted.
THREE STEPS
Prepare. Convert. Review.
01
Check the source
Upload an unlocked QFX 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.
02
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.
03
Download & validate
Download the PDF 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 PDF?
Choose CSV or Excel when you need editable rows, identifiers or full Unicode text. A generated PDF is a reading report and does not preserve the bank's original appearance or authenticity.
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.