Best way to convert CSV or excel download file to QFX

Harfam
Harfam Member ✭✭
edited February 2023 in Download, Add/Update Accounts (Mac)
I use Quicken for Mac and my financial institution does not allow download of data from Quicken for Mac to a QFX or OFX file. So I need to find a third party that best works to convert CSV or excel files to QFX. Any recommendations?
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Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Which bank would that be?
    Some have discontinued downloading from their website, but they still support downloading from within Quicken ...
  • gregneg
    gregneg Mac Beta Beta
    I bought bank2qfx-mac years ago. It has since updated to Transactions.app, then ProperConvert.app
    My old license still works.

    Anyway, they now have a trial license available by scrolling all the way down to the bottom of the page.

    https://www.propersoft.net/

    27" iMac 5K OS Ventura Quicken user since it was just a check register.

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