Synthetic QIF example
!Type:Bank D01/15/2026 T-45.00 POffice supplies ^ D01/16/2026 T1200.00 PClient payment ^
QIF EXCELQIF
QIF
to Excel.
Read QIF bank transaction fields into Excel with typed dates and amounts. Review the preview before downloading.
QIF is a text transaction format with date, signed amount, payee and optional memo/category lines. Date order is inferred from the whole file when possible. If all dates are ambiguous, choose a date order. Split/category details are retained as memo text, not reconstructed as accounting entries.
How your file is handledYOUR CONVERSION WORKSPACELocal first
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.
Inspect a QIF transaction list in Excel
Dates become typed cells after their convention is established. Categories and split details remain memo text. Compare the transaction count and debit/credit direction before applying filters or totals.
Content checked against the implemented converter on . Scope and editorial method.
Understand QIF source files · Understand Excel output files · How to assess conversion quality
A CONCRETE EXAMPLEWhat goes in.
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.
Illustrative Excel excerpt
Transactions worksheet Date Description Debit Credit Balance 2026-01-15 Office supplies 45.00 955.00 2026-01-16 Client payment 1200.00 2155.00
FIELD MAPPINGThe same transactions.
The same transactions.
A different format.
| Source field | Output | Handling |
|---|---|---|
| D date | Date cell | Source dates are validated. Choose a convention when the file is ambiguous. |
| P payee / M memo | Description / Memo text cells | Supported text is mapped; this does not reconstruct the original accounting structure. |
| T signed amount | Debit, Credit and Amount numeric cells | Debit/credit direction is retained; amounts are not reconciled automatically. |
| No bank running-balance field in this reader | Balance numeric cell 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 QIF 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 Excel 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 Excel?
Choose CSV when your destination requires a text import. Excel is useful for inspection, but a workbook is not a company backup or proof that PDF extraction is complete.
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.
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