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FileInto converts an Excel bank statement (.xlsx) into a Quicken .QFX Web Connect file in your browser.

  • Never uploaded, stays on your device
  • Free preview
  • Opens in Quicken
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How to import the QFX file into Quicken

Quicken for Windows

  1. Go to File, then File Import, then Web Connect (.QFX) File.
  2. Select the .qfx file from FileInto.
  3. Choose Link to an existing account and pick the account, then Continue.
  4. Accept the downloaded transactions in the account register.

Quicken for Mac

  1. Go to File, then Import, then Bank or Brokerage File (OFX, QFX).
  2. Select the .qfx file from FileInto.
  3. Pick the Quicken account to add the transactions to.
  4. Review the new transactions in the account.

What FileInto looks for in your file

ColumnExamplesNotes
SheetThe first sheet in the workbookMove the transactions to the first sheet if your workbook has several.
Date10/03/2026, 2026-10-03, Oct 3 2026, 03/10/2026Any common date style. If day and month are swapped, change "Dates in your file".
DescriptionSTARBUCKS STORE 01234Payee or details. Long descriptions are kept in full in the memo.
Amount-5.75, $1,234.56, (12.00), 12.00 DROne signed amount column, or separate money out and money in columns.
Memo, check number, balanceOptionalUsed when your file has them. The last balance becomes the statement balance.

Problems and fixes

Dates show up as numbers like 46298
That is how Excel stores dates. FileInto reads real Excel dates, so this only happens when the column is formatted as text. Format the column as Date in Excel and save again.
Summary rows at the top are counted
Rows without a valid date are skipped and listed under "rows skipped". Delete totals and notes at the bottom if they have dates.
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 spreadsheet uploaded?
No. FileInto opens it inside your browser tab.
Which Excel formats work?
.xlsx and older .xls files. Only the first sheet is read.
Can I convert a CSV instead?
Yes. Drop a .csv file into the same converter; it reads both.
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

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.