CSV2QFX Converter is a Windows program that enables you to import financial transactions from CSV documents to Quicken. There is support for multiple operation types such as deposits, withdrawals and credit card payments.

Conversion instructions

Users can import the source file by dragging and dropping it into the main workspace. It is possible to preview the list of detected transactions and set a custom starting balance. The final step is to click the Create QFX button, automatically generating the output document.

Resulting packages are compatible with Quicken and a wide range of other financial management solutions. You are able to work with different CSV structures as well, including those generated by:

Banks;
Credit card companies;
Accounting software.

Data mapping

There is an option to manually assign individual CSV columns to the appropriate QXF fields, guaranteeing accurate conversion. Additionally, the application ensures that transaction details such as dates, descriptions, amounts and categories are accurately transferred. This prevents potential loss or alteration of crucial financial information.

Features

free to download and use;
offers you instruments to facilitate financial data migration from CSV to QFX files;
helpful for importing large amounts of transactions into Quicken or another similar app;
users can adjust specific columns to preserve original data structures;
compatible with modern versions of Windows.