Excel to QFX

From spreadsheet rows to a Quicken-ready QFX

Upload an .xlsx or .xls workbook, map the columns, and download a valid Quicken Web Connect file. Excel serial dates and formatted cells are handled automatically.

Convert Excel to QFX
Upload a Excel file, map its columns, and download a Quicken-ready QFX file. Working with CSV instead? CSV to QFX
Drop your Excel file here
or click to browse — nothing is uploaded to a server

Process

How it works

  1. 01

    Upload your workbook

    The first sheet is read in your browser. Real Excel dates, serial numbers, and text dates all parse correctly.

  2. 02

    Check the mapping

    Date, amount, and payee columns are guessed from your headers. Separate debit and credit columns are supported too.

  3. 03

    Download the QFX

    The file is generated with stable transaction IDs and validated against an OFX parser, then downloads instantly.

FAQ

Common questions

Which Excel formats are supported?
Modern .xlsx and legacy .xls files. If your workbook has multiple sheets, the first one is used — put your transactions there.
My dates show as numbers like 45870. Is that a problem?
No. Those are Excel serial dates and they convert correctly, along with real date cells and text dates in US, European, or ISO formats.
Will Quicken accept the generated file?
The output follows the OFX 1.02 spec with the Quicken-required INTU.BID identifier, and every file is re-parsed with an OFX parser before download.
Is my data uploaded anywhere?
No. The workbook is parsed entirely in your browser. Nothing is sent to a server.
Working with CSV instead?
Use the CSV to QFX converter.