Convert CSV bank files or XML documents that include details about your transactions to the QFX file format to make them compatible with the Quicken finance software
Most banks provide details about your account transactions using the CSV or the XML file format, which is not compatible with all financial software applications, such as Quicken.
CSV2QFX is a simple OS X app that can read the spreadsheet files and convert the data to the Quicken Web Connect compatible file format: QFX.
Spreadsheet conversion tool that works right out of the box
The CSV2QFX user interface is represented by a single window where you get to open the CSV or XML files and navigate their content. Note that CSV2QFX automatically assigns the detected parameters to document fields, but you get to make adjustments if necessary.
Within the CSV2QFX user interface, you have the option to change the account type, the amount sign, the input encoding, and the accounting software edition. Moreover, you can modify the year or the date format.
CSV2QFX also offers you the possibility to visualize the content of the source file in a separate tab. Once the transaction details are correctly read by the app, just press the “Convert” button, and CSV2QFX will take care of the rest.
Manually assign parameters to CSV2QFX fields
CSV2QFX reads your transaction files and spreads the available information into multiple data fields: date, amount, deposit, withdrawal, payee, memo, check number, transaction ID, currency, bank ID, debit/credit, account type and number, balance, and up to 4 different splits.
Before converting the file, you must review the spreadsheet parameters that have been assigned to each field. The spreadsheet provided by your bank might use different notation standards, so examining how the data has been handled is highly advisable.
Convert CSV or XML spreadsheet files to the Quicken compatible format
Using specialized software to manage your finances can be very helpful, especially if you need to work with multiple accounts. However, your bank might not provide the transaction data in a format compatible with specific applications.
CSV2QFX is a straightforward OS X utility that can help you solve the problem if you are using the Quicken finances management software, and your bank provides CSV or XML files instead of the proprietary QFX format.
LIMITATIONS IN THE UNREGISTERED VERSION
- The output file includes only 3 transactions