CSV to QFX Converter

Convert CSV, Excel or other spreadsheet file to QFX format

CSV2QFX (CSV to QFX) converts bank, credit cardfiles to QFX format.

• Save time: This is the easiest and the fastest way to get your transactions for bank statement, credit card statement converted into QFX format
• Do it now: CSV2QFX is so easy to use, and, to convert bank statement, credit card statement to QFX, you don't have learn anything (it will ask to point to the original file, show it for review, and you just press the Save button to save a QFX file)
• Keep it simple: Download in seconds, install in seconds, no current software altering, no plugins to plug - just run the program, convert your file from CSV to QFX and close it until the next time you need it
• Do not repeat yourself: You can load your bank statement, credit card statement at once into CSV2QFX to combine and create one QFX file and load it once

What can I do with CSV2QFX?

• Convert bank statement, credit card statement (CSV) to QFX (Quicken 2005+ compatible up to the latest Quicken 2012) format reviewing all transactions before converting
  • Convert CSV to QFX
  • Convert XLS (Excel) to QFX (open the file in Excel, copy cells with transactions to the clipboard, and then click the Paste from clipboard in CSV2QFX)
  • Convert any spreadsheet data into QFX (open the file in your spreadsheet software, copy cells with transactions to the clipboard, and then click the Paste from clipboard in CSV2QFX)
  • Migrate data from Quicken Essentials for Mac to Quicken for Windows (export your data as CSV file, open in excel, copy cells with transactions to the clipboard, and then click the Paste from clipboard in CSV2QFX)
• Use it to view bank files (this is free option, no purchase required)
• Manually remap transaction data elements and access mapping profiles in one click
• Combine multiple bank statement files into single QFX file and load it once
• Automate conversion using commandline mode (csv2qfx.exe input.file output.QFX)

Why should I trust CSV2QFX?

• CSV2QFX runs on your desktop - there is no uploading, downloading, Internet interactions, website logins and email confirmations (and other things like that). Only you, your computer, your file and CSV2QFX.

Can I try before purchasing?

• Yes. CSV2QFX is free to download and try.
• Your file will be fully parsed in the trial mode, so you can verify that CSV2QFX understand your transactions file correctly.
• You can create fully functional and loadable QFX file before purchasing (with limitation to three transactions - this limitation is removed after you register).

If I need any help with conversion, can you help me?

• We will help you (30 days of premium email support is included with your order, and more support is available)
• Please use the Support page or email us at support@propersoft.net.

Where is the manual how to use CSV2QFX?

1. Start CSV2QFX, it will the file dialog to locate a one or more of CSV files. Click on the file (or hold CTRL and click on more than one file to select multiple files) and click Open on the file dialog.
2. Review transactions (optional). If CSV2QFX cannot parse and recognize your file automatically, it will open the mapping dialog to map each column for specific transaction data element
3. Click the Save button to save loaded transactions to QFX file or print them.

Here is the user guide in more details.

Do you have a sample CSV file to help me started?

• Yes. Please use the following CSV file. CSV2QFX can parse your CSV file much easier with expected column names.

How I should import a QFX file that CSV2QFX created under Quicken 2008+ (including 2012)?

1. Start Quicken and click File, then File Import, then Web Connect file.
   
2. On the import screen, select existing account or create new account.
   
3. Confirm the account is updated (one time).
   
4. Review your imported transactions (Done!).
   

Who is ProperSoft?

• ProperSoft is small software company based in Ontario, Canada.
• ProperSoft makes converters between various financial formats.