CSV2QFX: Convert CSV to QFX (Web Connect)

Finally, the solution to import your transactions. Convert CSV to QFX and import into Quicken 2019, 2018, 2017, 2016, (Win/Mac). Extract transaction data from CSV or Excel files from your bank. Review transactions in a readable view before converting



What can I do with CSV2QFX (CSV to QFX Converter)?

Why should I trust CSV2QFX?

If I need any help with conversion, can you help me?

Can I try before purchasing?

Do you have a sample CSV file to help me started?

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 2018 then Quicken 2016 is the earliest version that imports QFX (Web Connect) files.


How I should import a QFX file that CSV2QFX created under Quicken 2016+ (including Quicken 2019)?

  1. Start Quicken and click File, then File Import, then Web Connect file.
    quicken-import-web-connect-qfx-file
  2. On the import screen, select existing account or create new account.
    quicken-import-qfx-select-account
  3. Confirm the account is updated (one time).
    quicken-import-account-updated
  4. Review your imported transactions (Done!).
    quicken-import-web-connect-qfx-success