How to Convert QFX to CSV or Excel

QFX files store bank and credit card transactions in a format that accounting software like Quicken can read. Excel and Google Sheets cannot open QFX files directly. If you try, you get unreadable text instead of a clean table of transactions.

Use the ProperConvert app to convert your QFX file to CSV or Excel format.

extract transactions from QFX files

Convert QFX file to CSV or Excel

Extract transactions from a QFX file and review them before saving
ProperConvert reads QFX files from online banking, Quicken exports, and investment brokers
Supports different QFX variants, including files that other tools cannot open
Finds transaction details: date, amount, description, check number, memo
Save to CSV, Excel XLSX, or Excel XLS - or copy directly to clipboard and paste into a spreadsheet
Works on Windows and macOS
Your files stay on your computer and are not sent anywhere
Free trial available before purchase

How to convert QFX to CSV

Step 1: Download and install the ProperConvert app
Step 2: Start the app and click Browse to open your QFX file
Step 3: Review the transactions to confirm dates, amounts, and descriptions look correct
Step 4: Select the output format (CSV, Excel XLSX, or Excel XLS)
Step 5: Click Convert and save the file to your computer
Step 6: Open the saved file in Excel or Google Sheets

To paste directly into an open spreadsheet without saving a file first, select the Clipboard option in step 4, then switch to Excel or Google Sheets and press Paste.

Supported account types

Bank (Checking, Savings, Credit Line)
Credit Card
Investment

CSV output options

ProperConvert lets you choose the output layout that fits how you plan to use the data:

Regular CSV (all columns: date, amount, description, check number, memo)
Excel XLSX (all columns, modern Excel format)
Excel XLS (all columns, older Excel format)
QuickBooks Online CSV (date, description, amount)
Xero CSV (date, description, amount, payee, reference, check number)
Quicken for Mac CSV Mint (date, amount, description)
Clipboard (all columns, no file saved, paste directly into any spreadsheet)

Can I open a QFX file in Google Sheets?

Yes. Convert the QFX file to CSV first using ProperConvert, then open the CSV file in Google Sheets using File > Import. All transaction details will be available as a standard table.

What is a QFX file?

QFX (Quicken Financial Exchange) is a file format used by banks and credit card companies to provide transaction downloads. It is based on the OFX (Open Financial Exchange) standard. Banks offer QFX files so customers can import transactions directly into Quicken. The format works well for accounting software but is not readable as a table in Excel or other spreadsheet applications.

If you need to import your QFX file into Quicken instead of Excel, open it directly in Quicken through File > Import > Web Connect (.QFX) file.

Why use ProperConvert

Runs on your computer - no file uploads to a website
Free trial with full parsing so you can check results before buying
Converts QFX files for bank, credit card, and investment accounts
Handles QFX files from most banks and credit card providers
Free support before and after purchase

Learn More

QFX - What is QFX file/format and how to open it?
OFX - What Is OFX File Format and How to Open it?
Quicken - How To Import QIF or QFX into Quicken
QuickBooks - How to import transactions into Quickbooks