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into for Quicken

FileInto converts an .OFX bank download into a Quicken .QFX Web Connect file in your browser, keeping the bank's transaction ids. Nothing is uploaded.

  • Never uploaded, stays on your device
  • Free preview
  • Opens in Quicken
Drop your OFX file hereQBO, QFX or OFX file downloaded from your bank or card website.Stays on your device. Never uploaded.

Have a different file, or need a different one? Click or above.

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
Transactions<STMTTRN> ... </STMTTRN>Every transaction in the file. Older SGML files (OFX 1) and newer XML files (OFX 2) both work.
Date and amount<DTPOSTED>20261003, <TRNAMT>-5.75The posted date and the signed amount, exactly as your bank wrote them. No date or sign settings to check.
Payee and memo<NAME>, <MEMO>Kept in full.
Transaction id<FITID>SB2026100301Kept as your bank wrote it, so Quicken can still spot transactions it already has.
Account<ACCTID>, <ACCTTYPE>, <CCACCTFROM>Sets the account type (checking, savings or credit card) and the last 4 digits for you.

Problems and fixes

FileInto says it couldn’t read the file
Open the file in a text editor. A real bank download starts with OFXHEADER or <OFX>. If it starts with something else (a web page, an error), download it from your bank again.
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.
Dates are wrong by months
Your bank uses day-first dates. Set "Dates in your file" to Day first.

Questions

Why convert OFX to QFX?
Quicken imports bank downloads as QFX (Web Connect) files. An .ofx file holds the same transactions; FileInto rewrites it as QFX and keeps the bank’s transaction ids, so Quicken still skips ones it already has.
Is my OFX file uploaded?
No. FileInto converts it 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.
Will Quicken accept the file?
Usually, but it isn’t guaranteed. Quicken checks Web Connect files with its online services and says it doesn’t support QFX files made by conversion software. If yours is refused, switch "Save as" to CSV and use Quicken’s own CSV import, which Quicken supports.
Do I need to set columns or dates?
No. A bank download already says which value is the date, the payee and the amount, so there is nothing to map. Check the account type and download.
Can I get a CSV instead?
Yes. Switch "Save as" to CSV for Excel and Google Sheets.
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.

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