Export format
Bank statement to QFX converter
Quicken Web Connect file: import a PDF statement straight into Quicken without retyping. Any bank, digital or scanned PDF, with the running balance reconciled before you import anything.
What's in the QFX file
- OFX with Quicken's INTU.BID tag — Quicken for Windows and Mac import it through File → File Import → Web Connect (.QFX) file.
- Unique transaction IDs prevent duplicates when a statement overlaps one already imported.
- Includes the ending balance so Quicken's reconcile window matches the statement.
Other formats: Excel · CSV · QuickBooks · Xero · QBO · OFX · QIF
The extracted data
| A · Date | B · Description | C · Debit | D · Credit | E · Balance | |
|---|---|---|---|---|---|
| 1 | 2026-08-02 | CARD PURCHASE 08/01 STARBUCKS #2231 NEW YORK NY | 6.85 | 4,805.55 | |
| 2 | 2026-08-03 | ACH DEBIT CON EDISON UTILITY PAYMENT | 142.19 | 4,663.36 | |
| 3 | 2026-08-04 | ZELLE PAYMENT FROM J. MARTINEZ | 350.00 | 5,013.36 | |
| 4 | 2026-08-08 | DIRECT DEPOSIT ACME CORP PAYROLL | 3,240.00 | 7,664.94 | |
| 5 | 2026-08-12 | CHECK #1042Verify — read from image | 130.00 | 7,534.94 |
QFX questions
QFX vs OFX — what's the difference?
QFX is Quicken's flavour of OFX with an INTU.BID identifier. Quicken only imports files with the .qfx extension; the content is otherwise the same.
How do I import a QFX file into Quicken?
File → File Import → Web Connect (.QFX) file, choose the account, and Quicken lists the transactions for review.
Can I get a statement from a bank Quicken doesn't support?
Yes — that is the point. Download the PDF statement from any bank, convert it on Rowvert, and import the .qfx.