What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

CSV to QFX Converter

Drop in a CSV file and download clean QFX. AI reads the file semantically, identifies financial or business transaction rows, and converts them into an import-ready QFX file.

.csv.qfx

QBO/QFX files may need a bank-specific Intuit ID to import into QuickBooks or Quicken without a warning.

Free · no sign-up · AI-powered semantic conversion.

How to convert CSV to QFX

1
Upload your CSV file
Drag and drop your .csv file, or click to browse. Statemently sends it to the configured AI provider for semantic conversion.
2
We convert it instantly
Statemently uses AI to understand the uploaded CSV file, normalize transaction-like rows, and write a clean QFX file.
3
Download your QFX file
Your QFX (.qfx) file downloads automatically, ready to import.

Why convert CSV to QFX?

You'll usually reach for a CSV → QFX converter when a bank, marketplace, bookkeeping tool, or business export gives you a CSV file, but the tool you actually work in needs QFX.

Move transactions from Most banks offer a CSV download, and every spreadsheet and accounting app can export one into Quicken (Windows and Mac).
Avoid manual re-keying and the errors that come with it
Let AI interpret non-standard columns and normalize dates, descriptions, and amounts

Example: before and after

A sample CSV file and the exact QFX this tool produces from it.

Input · .csv

Date,Description,Amount,Balance
2026-06-02,Direct Deposit ACME Payroll,4200.00,6431.18
2026-06-04,Whole Foods Market,-86.43,6344.75

Output · .qfx

OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE

<OFX><SIGNONMSGSRSV1><SONRS><STATUS><CODE>0<SEVERITY>INFO</STATUS><DTSERVER>20260604120000<LANGUAGE>ENG<FI><ORG>Statemently<FID>10000</FI><INTU.BID>3000</SONRS></SIGNONMSGSRSV1><BANKMSGSRSV1><STMTTRNRS><TRNUID>1<STATUS><CODE>0<SEVERITY>INFO</STATUS><STMTRS><CURDEF>USD<BANKACCTFROM><BANKID>000000000<ACCTID>000000000<ACCTTYPE>CHECKING</BANKACCTFROM><BANKTRANLIST><DTSTART>20260602<DTEND>20260604<STMTTRN><TRNTYPE>CREDIT<DTPOSTED>20260602<TRNAMT>4200.00<FITID>202606020<NAME>Direct Deposit ACME Payroll<MEMO>Direct Deposit ACME Payroll</STMTTRN><STMTTRN><TRNTYPE>DEBIT<DTPOSTED>20260604<TRNAMT>-86.43<FITID>202606041<NAME>Whole Foods Market<MEMO>Whole Foods Market</STMTTRN></BANKTRANLIST><LEDGERBAL><BALAMT>6344.75<DTASOF>20260604</LEDGERBAL></STMTRS></STMTTRNRS></BANKMSGSRSV1></OFX>

What ends up in your QFX file

QFX field	Comes from
DTPOSTED	Transaction date (YYYYMMDD)
TRNAMT	Signed amount
TRNTYPE	DEBIT or CREDIT, derived from the amount sign
NAME / MEMO	Description
INTU.BID	Quicken branding block (generic by default)

About CSV and QFX

CSV (.csv)

CSV (Comma-Separated Values) is a plain-text table where each line is a transaction and each value is separated by a comma. It is the most portable financial format there is — no special software required to open or edit it.

Exported by:: Most banks offer a CSV download, and every spreadsheet and accounting app can export one.
Read by:: Excel, Google Sheets, Numbers, and virtually every bookkeeping, budgeting, and analytics tool.

QFX (.qfx)

QFX is Intuit's Quicken-flavored version of OFX. It is structurally an OFX file with extra Quicken branding tags, used specifically to import transactions into Quicken.

Created by:: Banks that offer a 'Quicken (.qfx)' download for Web Connect.
Imports into:: Quicken (Windows and Mac).

Tips

If your dates look swapped, your bank may use DD/MM/YYYY — the converter detects the order automatically from your file.
QBO/QFX files carry a generic Intuit bank ID. QuickBooks or Quicken may ask you to confirm the bank on first import.
Files up to 8 MB are supported. Very large files may be summarized before AI conversion.

Frequently asked questions

Is the CSV to QFX converter free?

Yes — it's completely free, with no sign-up required.

What is a CSV file?

CSV (comma-separated values) is a plain-text spreadsheet format that opens in Excel, Google Sheets, and nearly every accounting or analysis tool.

What can I do with the QFX file?

QFX is Intuit's Quicken-flavored OFX file, used to import transactions straight into Quicken.

Is my financial data private?

Your file is processed by the configured AI conversion provider, never sold, and not stored by this converter after the conversion runs.

Is there a file size limit?

Files up to 8 MB are supported, which covers even multi-year exports.

Will the QFX file import into QuickBooks or Quicken?

QBO/QFX files may need a bank-specific Intuit ID to import into QuickBooks or Quicken without a warning.

Other CSV conversions

CSV to Excel CSV to OFX CSV to QBO CSV to QIF CSV to PDF CSV to Tally XML

Convert other files to QFX

Any File to QFX Excel to QFX OFX to QFX QIF to QFX IIF to QFX

Got a bank statement PDF instead?

Statemently turns statement PDFs into clean Excel, CSV, and accounting exports. Free to try.

Convert a statement