How to convert QFX to Excel
- 1
Drop the QFX file
QFX files are read as they are: dates, payees, memos, amounts and IDs.
- 2
Review the transactions
Edit a date, a payee or an amount, flip a sign or delete a line before converting.
- 3
Download Excel
Pick the date format you need in Export settings. Any other format is one click away too.
The formats
- QFX
- Quicken Web Connect: the same OFX data as a .qbo file, labelled for Quicken. Quicken imports it with File › File Import › Web Connect (.QFX) File, and checks the Intuit bank ID like QuickBooks does.
- Excel
- An Excel workbook (.xlsx) with real dates and numbers, so sorting, filters, SUM and pivot tables work straight away. It also opens in Google Sheets, Numbers and LibreOffice.