Open a QFX file in Excel

Quicken OFX (Web Connect) Format (QFX)

QFX files are Quicken OFX (Web Connect) Format files containing details about transactions:

• Downloaded from your bank, credit card company, investment broker

How to view or open a QFX file

• Download and install the Transactions app

• Start Transactions and locate a QFX file

• Review transactions

• Click Save to save a CSV file and then open it in Excel (or other spreadsheet application) or click Copy to clipboard and then switch to Excel and click Paste there

Supported Account types

• Bank (Checking/Savings/Credit Line)

• Credit Card

• Investment

Convert QFX to CSV with QFX2CSV Video

Here is a short video (1 min) showing the whole process of converting a QFX file to CSV format with QFX2CSV (replaced by the Transactions app):

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