Need to import transactions, but the format is not supported? Convert CSV to QFX and import into Quicken 2019, 2018, 2017, 2016, (Win/Mac). Open files in XLS and XLSX or CSV formats. Review transactions in a readable view before converting
What can I do with CSV2QFX (CSV to QFX Converter)?
Download, install and run the software
Select a file with transactions
Review transactions and click Convert to create a QFX file
Import created file to Quicken 2016-2019
Why should I trust CSV2QFX?
It runs and processes your files on your computer - no data leaves your computer
Yes. Please use the following CSV file. CSV2QFX can parse your CSV file much easier with expected column names.
I have an Excel file? Do I need to convert it to CSV?
In most cases no - all CSV converters can read Excel (XLSX and XLS) files. If you Excel file has multiple sheets and transactions are not on the first sheet, then yes, you need to convert to CSV the sheet with transactions.
What structure(layout) must a CSV/Excel file have?
The first line should be the header - column names in common English like date, amount, payee, memo, check number.
Every other line should be one transaction.
What is a transaction in a CSV file?
Transaction takes one line in the CSV file and must have date, amount, description, optional payee/r and check number.
Is there difference between bank and credit card transactions?
Which Quicken version can import QFX (Web Connect) files?
The latest version of Quicken 2019 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 2019 then Quicken 2017 is the earliest version that imports QFX (Web Connect) files.
You may find that 2016 still imports QFX (Web Connect) files, please use the trial version to confirm that before purchasing.
How I should import a QFX file that CSV2QFX created under Quicken 2017+ (including Quicken 2019)?
Start Quicken and click File, then File Import, then Web Connect file.
On the import screen, select existing account or create new account.