Save time: This is the easiest and the fastest way to get your bank, credit card transactions in CSV, Excel, TXT format converted into QFX (Web Connect) format
Do it now:CSV2QFX is so easy to use, and, to convert bank, credit card transactions to QFX (Web Connect), 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 (Web Connect) 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, Excel, TXT to QFX (Web Connect) and close it until the next time you need it
Do not repeat yourself: You can load your bank, credit card transactions at once into CSV2QFX to combine and create one QFX (Web Connect) file and load it once
What can I do with CSV2QFX?
Convert bank, credit card transactions (CSV, Excel, TXT) to QFX (Web Connect) format reviewing all transactions before converting
Use it to view your original transaction files (this is free option, no purchase required)
Combine multiple CSV, Excel, TXT files into single QFX (Web Connect) file and load it once
Automate conversion using commandline mode (csv2qfx.exe input.file output.QFX (Web Connect))
Why should I trust CSV2QFX?
CSV2QFX runs on your desktop - there is no uploading, downloading, website logins. Only you, your computer, your file and CSV2QFX.
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)
Yes I'm aware I could change the date format in the created CSV file on the dates that failed to output correctly, but I believe all dates shown after conversion should all be at least in the same format, which I totally understand may not be my preferred choice.
Having said that, no problem with your customer service. In my opinion it's your software that needs some tweaking.
Your file will be fully parsed in the trial mode, so you can verify that CSV2QFX understands your transactions file correctly.
You can create fully functional and loadable QFX (Web Connect) file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).
Where is the manual how to use CSV2QFX?
Start CSV2QFX, it will show the file dialog to locate a one or more of CSV, Excel, TXT 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.
Review the Transactions tab. If you notice that certain columns should reassigned, click the Review Mapping button and assign columns from your original file to the columns on the sidebar (for the Mac version, simply assign columns on the sidebar).
Return to the Transactions tab.
Click the Save button to save loaded transactions to QFX (Web Connect) file.
Yes. Please use the following CSV file. CSV2QFX can parse your CSV file much easier with expected column names.
Which Quicken version can import QFX (Web Connect) files?
The latest version of Quicken 2017 imports QFX (Web Connect) files. Earlier Quicken versions import QFX (Web Connect) files until they becomes three years old. For example, if right now year 2016 then Quicken 2014 is the earliest version that imports QFX (Web Connect) files.
How I should import a QFX file that CSV2QFX created under Quicken 2014+ (including Quicken 2017)?
Start Quicken and click File, then File Import, then Web Connect file.
On the import screen, select existing account or create new account.
Confirm the account is updated (one time).
Review your imported transactions (Done!).
Who is ProperSoft?
ProperSoft is small software company based in Ontario, Canada.
ProperSoft makes converters between various financial formats.