QFX to Excel Converter
Convert QFX to Excel in your browser and get one clean sheet of Quicken transactions you can filter, sort, and hand to an accountant.
Your financial data stays in your browser.
How to Convert QFX to Excel
A .qfx file is a transaction download from your bank, not a spreadsheet. Excel will not open it cleanly, and retyping a statement is not a plan. This converter reads it in your browser and hands back a workbook. If the file came from QuickBooks as a .qbo rather than Quicken as a .qfx, QBO to XLSX is the converter you need.
- 1Choose your .qfx file, or drag it onto the drop area
- 2Let the browser parse the statement; nothing is uploaded
- 3Download the .xlsx and open it in Excel, Sheets, or Calc
What you get is one worksheet named Transactions, one row per line on the statement. No sign-up, no upload, and the file stays on your machine.
What Is a QFX File?
A .qfx file is Quicken's version of OFX: the transaction file your bank, card or brokerage produces for Quicken. It is one of three names for the same kind of file. Inside is a list of transactions, each with a posted date, an amount, a payee, a type and an id. What is not inside is a table. A .qfx is a stream of tagged records, so Excel finds no rows to read. The converter reads those tags, keeps the fields it can map, and writes them out as rows. A QFX to Excel conversion is mostly that flattening job.
QFX is Quicken's dialect of OFX, the open standard maintained by the Financial Data Exchange. See the OFX Work Group.
What You Get Once It Is a Spreadsheet
Once the statement is rows, work you would do by eye becomes a column operation.
- Check the rows against the balance Quicken shows for the same account
- Total spending by month, payee, or card without opening Quicken
- Hand the accountant a workbook rather than a .qfx they may not be able to open
- Search a year of transactions for a single payee in one pass
- Keep a plain spreadsheet copy that opens anywhere, long after the Quicken file is gone
QFX, OFX and QBO: Same Family, Different Names
QFX, OFX and QBO are three names for one family of files. OFX, the Open Financial Exchange format, is the open version that banks and brokerages export; QFX is Quicken's version of it, and QBO is QuickBooks' version. The records inside have the same shape in all three: a date, an amount, a payee, a type and an id, wrapped in tags rather than columns. That is why none of them opens in Excel directly. Double-clicking a .qfx gives you a wall of tags, and Excel's XML import wants a flat document plus a hand-built mapping, which a .qfx is not. A QFX to Excel conversion removes that step: it walks the tagged records, maps them to columns, and writes the amounts as real numbers. A .qif is not one of those three names: it is Quicken's older export format, and it is plain text rather than tagged markup. If the file you have is a .qif rather than a .qfx or an .ofx, QIF to Excel reads that format instead.
What Each Column in the Workbook Means
Every QFX to Excel conversion writes the same seven columns, taken straight from the transaction records in the file.
| Column | What it holds |
|---|---|
| Date | The posted date, written as YYYY-MM-DD text, which sorts in date order. |
| Type | The transaction type from the file, such as DEBIT, CREDIT or CHECK. |
| Amount | The signed amount as a real number, negative for money out. |
| Name | The payee or counterparty, as it was written in the file. |
| Memo | The free-text note that came with the entry, when there is one. |
| Transaction ID | The FITID from the file, or the check number when the entry has no FITID. |
| Account | The account the transaction belongs to, taken from the statement. |
Output Specs
What this conversion involves, in numbers.
| Specification | Value |
|---|---|
| Fields per transaction row | 7 |
| Output formats | 2 — an XLSX workbook or a plain CSV table |
| Statement tags read | 9 OFX tags — DTPOSTED, TRNTYPE, TRNAMT, NAME, PAYEE, MEMO, FITID, CHECKNUM, ACCTID |
| Bytes of your file uploaded | 0 — the conversion runs entirely in your browser |
| Practical statement size | Tens of thousands of transactions — the output is assembled in your browser's memory, so very large files take longer |
| Excel's worksheet ceiling | 1,048,576 rows by 16,384 columns — a limit of Excel itself, not of this converter |
Microsoft lists "Total number of rows and columns on a worksheet" as 1,048,576 rows by 16,384 columns — see Excel specifications and limits.
Using the Workbook After You Download It
The workbook opens like any other. Four things are worth doing first:
- 1Open it directlyDouble-click the .xlsx. Excel, Sheets and Calc all read it without an import step.
- 2Check the Amount columnAmounts land as real numbers, so they right-align and SUM works. The date column is YYYY-MM-DD text and sorts in order.
- 3Filter to one payee or monthTurn on AutoFilter and narrow the statement the way you would in Quicken.
- 4Reconcile against QuickenCompare a running total in the sheet with the balance Quicken shows for the same account.
Questions About QFX Files
Choose your .qfx file, let the browser parse it, then download the .xlsx. There is no sign-up and nothing is uploaded.
No. A .qfx is a tagged transaction file, not a spreadsheet, so Excel shows the raw tags instead of rows. Converting it first gives Excel the columns it expects.
Quicken reads a .qfx natively, and this converter reads it in the browser. Office software, Excel included, needs the file converted first.
Yes. QFX is Quicken's version of OFX and QBO is QuickBooks' version; the records are the same, which is why one QFX to Excel converter can read a .qfx and a .ofx alike.
No. The file is parsed in your browser and never sent to a server. Close the tab and the statement is gone from memory.
Yes. A .qfx and a .ofx are the same format under different names, and this page reads both. The OFX to Excel page covers that name in detail.