Posted by & filed under Tools for Excel, Tools For Quicken PC.

Import bank transactions into Excel (or convert to CSV and open either in Excel or other spreadsheet software). Online banking sites (as well online credit card sites or investment brokers) provide “accounting downloads” in PDF, QIF, OFX, QFX, QBO formats. To open these files in Excel (or convert to CSV), use the converters listed below. Bank2CSV and QIF2CSV converters support extended QIF format to convert data exported from Quicken as QIF format (for transactions, memorized transactions and categories).

Import bank transactions into Excel (convert to CSV).

  • Use Bank2CSV to convert QIF, QBO, OFX, QFX, QBX, OFX, ASO files to CSV format
  • PDF2CSV converts PDF files (text based) to CSV/Excel format
  • Also use QIF2CSV to convert QIF files to CSV format
  • For OFX files use OFX2CSV to convert to CSV format
  • Use QFX2CSV to convert QFX files to CSV format
  • QBO2CSV helps to convert QBO, QBX files to CSV format

Import transactions directly into Excel without saving to CSV file

  • Select the converter above, install and start it
  • On the file selection dialog, select and open your bank statement file
  • Click “Copy to clipboard” button and switch to Excel (start Excel or press CTRL+TAB)
  • Click Edit then Paste to paste your transactions

Convert bank transactions to a PDF file

  • Select the converter above, install and start it
  • Open your bank statement file
  • Click “Print” button and switch to Excel (start Excel or press CTRL+TAB)
  • Click “Export to PDF” (acrobat icon) button

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