It now looks like my credit union stopped using QFX. Is there an easy way to convert from OFX to QDF?
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:
I hope this helps!
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.
Hello @tinman6557,
We haven't heard back from you in a while. Do you still need assistance? Were you able to review the responses you've received so far?
Check back and let us know! Thank you.
@tinman6557 If you name the CU, there MIGHT be alternatives. But without knowing which CU, we can't research that.
Hello again,
Checking in once more before this thread is closed. Let us know if you still need assistance.
Thank you!
Due to the lack of response, I went ahead and closed this post.
If you still require assistance, please feel free to start a new post.
