QFX or OFX for Quicken?

QFX — it's the dialect Quicken expects from Web Connect downloads. We export both, but QFX is the one Quicken imports without argument.

Quicken asks about the financial institution on import — is that normal?

Yes, on some versions, because the file didn't arrive from your bank's server. Attach it to the matching account once and Quicken remembers.

Can I rebuild years of history?

That's the standard use: convert the statement backlog in one batch — paper statements via OCR included — and import oldest-first so the register builds in order.

Do payee names come through cleanly?

Yes — descriptions are preserved in full, with wrapped lines stitched back together, so Quicken's renaming rules have something real to match.

Built for Quicken workflows

Convert bank statements for Quicken

Statement PDFs to QFX — Quicken's own flavour of OFX, imported like a bank download.

✓ No sign-up to try · originals deleted the moment conversion finishes

✓ QFX export — Quicken's native import format

PDF

Drop your statements here

or browse files · PDFs up to 20 MB each

.csv.xlsx.ofx.qfx.json

New here?

Convert the statement

Drop the PDF — verified against the statement's printed balances before export.

Download the QFX

Quicken's Web Connect flavour of OFX, with payees and signed amounts intact.

Import into Quicken

File → Import the QFX into the matching account, review and accept the transactions.

QFX, institution prompts, and old statements

Quicken's native import is QFX — OFX in the specific dialect Quicken requires. Imports carry the transaction dates, payees and signed amounts straight into the register. One honest caveat: Quicken associates imports with financial institutions, and a converted file doesn't come from your bank's server, so some Quicken versions show an institution prompt on first import. Point it at the matching account and subsequent imports are routine.

The classic Quicken job is history: years of statements from before downloads existed, or from accounts a bank no longer serves online. Scanned paper statements convert through OCR with the same balance verification as fresh PDFs, so a decade of registers can be rebuilt without retyping — each statement proven against its own printed totals first.

.qfx

Recommended for Quicken

QFX is the Web Connect format Quicken expects from a bank download — dates, payees and signed amounts arrive natively. Import it via File → Import, and Quicken treats it like a statement from your bank.

Every export format, on every plan

.csv

CSV

Opens anywhere

.xlsx

Excel

Formatted workbook

.ofx

OFX

QuickBooks & Xero

.qfx

QFX

Quicken-ready

.json

JSON

For your own stack

Balanced before it reaches Quicken

Every conversion is cross-checked against the statement's own opening and closing balances — mismatches are flagged for review, never imported silently.

Originals deleted immediately

Files are encrypted in transit and at rest, never used for training, and the uploaded PDF is deleted the moment processing finishes.

Converting for Quicken — questions

Step-by-step guide & other software

The full import guide for Quicken

Step-by-step, with the mapping details and gotchas

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