Need to import transactions, but the format is not supported? Convert CSV to QFX and import into Quicken 2018, 2017, 2016, 2015, (PC/Mac). Work directly in Excel and copy data into the converter and convert
What can I do with CSV2QFX?
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
Why should I trust CSV2QFX?
It runs 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.
Which Quicken version can import QFX (Web Connect) files?
The latest version of Quicken 2018 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.
You may find that 2015 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 2016+ (including Quicken 2018)?
Start Quicken and click File, then File Import, then Web Connect file.
On the import screen, select existing account or create new account.