into for Quicken
FileInto converts a bank CSV into a Quicken .QFX Web Connect file in your browser, with the headers Quicken expects.
- Never uploaded, stays on your device
- Free preview
- Opens in Quicken
Have a different file, or need a different one? Click or above.
How to import the QFX file into Quicken
Quicken for Windows
- Go to File, then File Import, then Web Connect (.QFX) File.
- Select the .qfx file from FileInto.
- Choose Link to an existing account and pick the account, then Continue.
- Accept the downloaded transactions in the account register.
Quicken for Mac
- Go to File, then Import, then Bank or Brokerage File (OFX, QFX).
- Select the .qfx file from FileInto.
- Pick the Quicken account to add the transactions to.
- Review the new transactions in the account.
What FileInto looks for in your CSV
| Column | Examples | Notes |
|---|---|---|
| Date | 10/03/2026, 2026-10-03, Oct 3 2026, 03/10/2026 | Any common date style. If day and month are swapped, change "Dates in your file". |
| Description | STARBUCKS STORE 01234 | Payee or details. Long descriptions are kept in full in the memo. |
| Amount | -5.75, $1,234.56, (12.00), 12.00 DR | One signed amount column, or separate money out and money in columns. |
| Memo, check number, balance | Optional | Used when your file has them. The last balance becomes the statement balance. |
Problems and fixes
- Quicken says it can’t import the file or shows an OL- error
- Quicken checks the institution named in the QFX file against its own list. FileInto writes a listed institution. If Quicken still refuses, write to us with your Quicken version and the exact error code.
- Quicken asks to create a new account
- Choose Link to an existing account. Quicken matches on the account number in the file, so entering the last digits of your real account number in Settings makes linking automatic next time.
- Transactions are duplicated
- Each transaction gets a fixed id, so re-importing the same file is skipped. Overlapping exports from your bank can still duplicate; export non-overlapping date ranges.
- Dates are wrong by months
- Your bank uses day-first dates. Set "Dates in your file" to Day first.
Questions
- What is a QFX file?
- QFX is Quicken’s version of the OFX banking format, also called Web Connect. It carries transactions with ids so Quicken can skip ones it already has.
- Is my bank file uploaded?
- No. FileInto converts the file inside your browser tab. Your file never reaches our servers, and nothing about it does either: not its name, its size or how many rows it has.
- My bank stopped offering Quicken downloads. Will this work?
- Yes. Download the CSV from your bank’s website and convert it here. That is the most common reason people use FileInto.
- What are the limits?
- Files up to 25 MB. Every file gets a full preview free. Downloads up to 25 transactions are free, no account needed; a Day Pass ($9 for 24 hours) or Unlimited ($7 a month) has no row limit. It works in current versions of Chrome, Edge, Safari and Firefox, on computers and phones.
Related converters
- CSVintoQBOFor QuickBooks
- CSVintoOFXFor Xero, Moneydance and GnuCash
- CSVintoQIFFor older Quicken and other apps
- ExcelintoQFXFor Quicken
Guides: How to import a QFX file into Quicken · How to import a CSV into Quicken · What is a QFX file?
Bank-specific steps and quirks: Bank of America, Chase, Wells Fargo, Capital One and American Express.
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