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Is there an easy way to convert OFX files to QFX?

tinman6557

It now looks like my credit union stopped using QFX. Is there an easy way to convert from OFX to QDF?

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Comments

Quicken Carlos

Hi @tinman6557,

Thanks for reaching out to the Quicken Community.

Quicken cannot import Excel (.xls) files, QuickBooks files, PDFs, or OFX files, and there is currently no option to convert files in Quicken. If your financial institution no longer provides QFX files and only offers OFX downloads, I suggest reviewing our support article, How do I import data into Quicken for Windows?

I recommend following the steps in our support article to import banking account data in.CSV format.

The .CSV file must follow a strict format. The file must include all required columns, in the correct order, even if some columns have no data.

The required columns, in this exact order, are:

Date*
Payee*
FI Payee
Amount*
Debit/Credit
Category
Account*
Tag
Memo
Chknum

I hope this helps!

splasher

If your financial institution (FI) dropped supporting/providing .QFX files, Quicken will not import a .OFX converted to a .QFX file because it is not a supported import method for that FI which requires a licensing agreement.