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QFX to Excel converter

Convert a QFX (Quicken) bank download to Excel in your browser: one row per transaction, real dates and amounts you can add up. Nothing is uploaded.

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Accepts .ofx, .qfx, .qbo · Up to 20 files at a time · up to 1.4 GB each "Upload" and "download" here mean your browser reading a file from this device and writing one back to it. Your file is never sent to a server — open your browser's network panel and watch: no request carries your file.

Tested against two open-source readers

Short answer: Opened in Excel, dates are real dates and amounts are numbers: summing a 10,000-row Amount column gave exactly the total of the test file. 85 OFX files from the test suites of six open-source projects — checking, credit-card and brokerage statements, which the projects label as coming from Fidelity, Vanguard, American Express, Nubank and others — were read here and by the Python libraries ofxparse and ofxtools. Where those libraries could read a file, 1,209 of 1,212 fields across 202 transactions came out identical.
What was checkedResult
Files both reference libraries read44 files, 202 transactions: 1,209 of 1,212 fields identical (date, amount, payee, memo, transaction ID, quantity, price)
Files both libraries refused22 files — a missing header, an empty balance, a date or amount they could not parse — all read here, 75 of 76 transactions identical to a plain text search of the file
Synthetic statement with a known answer10,000 transactions, every field exact

The three differing fields are one brokerage file whose trades are stamped 20:20 Eastern time: ofxparse converts that to UTC and moves each trade to the next day, while this page keeps the date the bank wrote. The one difference in the refused files is an amount written $120, read here as 120.00 where the text search keeps the dollar sign. The other 19 of the 85 files hold no transactions at all — balance-only downloads, sign-on replies, and the damaged files libofx keeps to test for crashes — and are reported as such rather than turned into an empty table.

QFX to Excel FAQ

What is a QFX file, and why won’t Excel open it?

QFX is what banks hand out for Quicken’s Web Connect download. Inside it is OFX — the banking industry’s statement format — plus a few Intuit elements that identify the bank to Quicken. It is a text file, but a tree of tags rather than a table, and Excel has no importer for it: opened directly, it shows a column of markup. This page reads the tree and writes the table.

What will the spreadsheet contain?

One row per transaction with the columns the file actually fills — usually Date, Payee, Memo, Amount, Type and Transaction ID, plus Number when there are cheques. Columns no transaction uses are left out rather than shown empty. A QFX holding several accounts gives one sheet per account, named after the account.

Can I sort, filter and add up the result?

Yes. Dates are stored as Excel dates, shown as 2024-01-31 so day and month cannot be confused, and amounts are numbers, so SUM, sorting and filters work straight away. Money out is negative and money in positive, exactly as the bank signed it. On a 10,000-transaction test file, Excel’s own SUM of the Amount column matched the file to the cent.

Why does the date ignore the time zone in the file?

Because the bank’s date is the one that matters. OFX timestamps carry a zone, such as 20240131000000[+10:AEST]; converting that to UTC first would turn midnight on the 31st in Sydney into the 30th, and the row would no longer match the statement it came from. The day is kept as written and the time dropped.

Does it handle brokerage and retirement accounts?

Yes. Investment statements get their own columns: the action (BUYSTOCK, SELLMF, INCOME DIV, REINVEST and so on), the security by ticker where the file lists one, quantity, price, commission plus fees, and the total. Cash movements inside the account appear as CASH rows. A file that lists only current holdings, with no transactions, is reported as such.

It says the file holds no transactions — what happened?

The file is valid but contains only balances or holdings. Banks produce these when the chosen date range has no activity, or when the download is a balance check rather than a statement. Download it again with a range that includes transactions; nothing about the file is changed or sent anywhere in the meantime.

Is the result a XLSX file?

Yes. It is saved as .xlsx, which opens in any program that opens XLSX files.

Is it really free?

Yes — every conversion on this site, with no account, no watermark and no daily cap. The work happens on your own device, so there is no server bill for us to pass on to you.

Do I need to install anything?

No. It runs in any modern browser, on Windows, macOS, Linux, Android and iOS. There is nothing to install and nothing to sign up for, and once you have converted a file on the page it keeps working with the network switched off.

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