Hello, willpalmer. I want to make sure you get the help you need to convert your. QFX bank files files are from Quicken, I’d. What is this? This is a web app that converts QFX (not OFX) files to QBO files for use in Quickbooks. I created the website, because I use Quickbooks regularly. This page explains how you can easily convert file to a PDF using free and easy to use tools from PDF The methods to create PDF files explained here.

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You are searching for a way to import QFX typically used for financial programs like Quicken, QuickBooks, or Microsoft Money into Excel, but have been frustrated because the only thing you seem to find is websites telling you to pay for a utility to do this conversion for you. Well, I have good news: I was spend a lot of time looking at my bills and reconciling accounts and realized something: I was putting all this effort into analyzing my spending after the fact, when what I wanted to do was proactively plan and forecast my spending.


No third party programs are needed.

Import Quicken QFX files into Excel – Lonnie West

Ti will need to do a little work converting the date strings into actual dates in Excel, but this is easily done using the built in Excel functions. If any Mac users have found a way to get XML into a spreadsheet, please let me know!

Every bank offers this capability today, so just specify the account s you want to download and the flle period, and save the QFX file to your computer.

Open the QFX file with a text editor. For Windows users, this will be Notepad.

For Mac users, this is TextEdit. It will look something like this:.

Now the start of your QFX file looks like this: For over 6 years I have received countless emails from readers who struggle with this process. In recent years there was a significant uptick in the number of users writing to report the utility was no longer working. Last week I received a sample QFX file from a user which allowed me to reverse engineer what was going on. The parser as been completely re-written.


If it finds tags that are not paired with closing tags, it will create the appropriate closing tag so the result is readable XML data. This should result in a clean XML format regardless of type of account. It will look something like this: