A straightforward and portable program that helps you convert financial data from CSV, XLS, or TXT file to QFX file format on the breeze
Portable CSV2QFX is a lightweight software application built specifically for helping you convert CSV files to QFX file format, which represents Intuit’s proprietary version of the standard OFX and is used for storing financial information.
Its purpose is to help you convert your transactions for bank statement and credit card statement to QFX format.
The advantages of being portable
This is the portable version of the program and it is important to mention that it doesn’t leave any traces in the Windows Registry.
You can copy it on any USB flash drive or other devices, and take it with you whenever you need to convert CSV to QFX file format on the breeze, without having to go through installation steps.
Straightforward looks and supported file formats
Portable CSV2QFX reveals a clean feature lineup where most of the operations can be carried out with minimal effort. The financial information can be uploaded from CSV, XLS, or TXT file format, or pasted from the clipboard.
You can view information about each transaction directly in the primary panel, such as date, amount, payee, memo, check, reference, record type, account type, account, and others details. Data can be easily printed.
What’s more, you can view the source file in a table or check the raw data, configure the input settings related to the date format, as well as set up the output parameters by providing details about the bank ID, branch, account, and Intuit Bank ID.
Last but not least, you are allowed to pick the account type (e.g. checking, credit card, investment), choose the currency (e.g. USD, AUD, EUR, CAD, GBP), as well as open the document at the end of the conversion process.
All in all, Portable CSV2QFX combines ease of use with handy features for helping you convert financial data from CSV, XLS, or TXT file to QFX file format.