Convert a bank statement PDF to Quicken (QFX or QIF)
Turn your bank’s PDF statement into a Quicken Web Connect file (.qfx) or a QIF file, and check every transaction first. Free, no sign-up, and the PDF never leaves your device.
Beta: works with most text-based bank PDFs; always check the badge — amber or red means compare with your statement.
Never leaves your device
Checks the balances add up
Quicken .qfx and QIF files
Converter
Drop your bank statement PDFs hereDrop more PDFs here
or
Text-based PDFs from most banks. You can add several statements at once.
Your statement never leaves your device. Conversion happens in your browser; you can even disconnect from the internet after the page loads. (Only a PDF with Chinese, Japanese or Korean text may need a font table from newellabs.com; that request carries nothing from your file.)
Converter loaded: it works offline from here (Chinese, Japanese and Korean PDFs excepted).
Your files
Statement
Money in
Money out
Notes from the converter
Transactions
Click any cell to fix it. Negative amounts are money out. Press Enter to move down.
For Quicken: the .qfx file goes into checking, savings and card accounts. QIF suits GnuCash, Moneydance and older apps. Choose the Bank ID above first (it is explained below), and the Currency if the statement doesn’t print it.
For the CSV, Excel, QuickBooks CSV and Xero CSV files.
For QuickBooks, Quicken and OFX files.
For QuickBooks, Quicken and OFX files, so each account stays separate.
For QuickBooks (.qbo) and Quicken (.qfx) files; most converters use 3000. The importer checks this ID and shows that bank's name, but the rows go into the account you choose. If Quicken says it is “unable to verify the financial institution”, try the other ID.
Use the date order of the app you import the QIF file into.
The bank ID picker, explained
A .qfx file names the bank it comes from with an Intuit bank ID (the FID and INTU.BID fields). While it imports, Quicken checks that ID online against its list of banks that take part in Web Connect. The ID decides whether Quicken accepts the file, not where the transactions go.
The three bank ID choices
When to use it
What Quicken shows
3000 (default)
Start here. It is the ID most converters use.
Wells Fargo as the bank
10898
When Quicken refuses 3000. Quicken users report that 10898 verifies when another ID is refused.
Chase as the bank
My bank’s own ID
When you know your bank’s Intuit ID and want Quicken to show its name.
Your bank, if Quicken knows the ID
To find your bank’s own ID: if your bank ever gave you a .qfx file, open it in a text editor and look for <INTU.BID>; the digits after it are the ID. Whichever you pick, the transactions go into the Quicken account you link the file to.
Keep the same bank ID and the same Account value every month. Quicken links a .qfx file to an account by the account number and the bank ID together, so keeping both the same lets it recognise the account next time.
Import it into Quicken
The .qfx file (Web Connect)
Export the Quicken (.qfx) file.
Quicken for Windows: File › File Import › Web Connect (.QFX) File. Quicken for Mac: File › Import › Bank or Brokerage File.
The first time, link the file to an existing Quicken account or create one.
If Quicken says it is “unable to verify the financial institution”, export again with the other bank ID and import that file.
Quicken’s own “Web Connect Troubleshooting” page says importing needs an active subscription, a supported version and an internet connection, and that QFX files made by conversion tools are not supported. We have not yet tested an import in a real copy of Quicken, so check your first import against the statement.
The QIF file
Under Export, set QIF dates to the order your app expects: month first, day first, or 3/31’25 for older Quicken.
Export the QIF file. Card statements are written as a card account (!Type:CCard), others as a bank account.
Import it in GnuCash, Moneydance, Banktivity or another app that reads QIF.
Current Quicken for Windows imports QIF only into cash, asset and liability accounts, so use the .qfx file for checking, savings and card accounts there. Long payee names are cut at 64 characters; the full text goes into the memo. The file has no opening balance record, so it never adds a fake transaction to an existing account.
Importing twice
Every transaction in the .qfx file carries an ID made from its date, amount and description, so exporting the same statement again gives the same IDs. Quicken uses these IDs to skip transactions it already has. If you edit a row before exporting, that row gets a new ID.
Before you import
The badge above the table is green, or you have compared the rows with your statement.
The Currency is right (.qfx files must state it).
The Account is the same value you used last month.
Frequently asked questions
Which bank ID should I choose?
Start with 3000, the ID most converters use. If Quicken says it is unable to verify the financial institution, export again with 10898. If you know your bank’s own Intuit ID, choose My bank’s own ID and type it. The transactions go into the account you link the file to whichever you choose.
Why does Quicken say it is unable to verify the financial institution?
Quicken checks the bank ID in the file online, and refuses an ID it cannot match to a bank that takes part in Web Connect. Export the file again with the other bank ID and import that one.
Can I import the QIF file into a checking account in Quicken for Windows?
No. Current Quicken for Windows imports QIF only into cash, asset and liability accounts. Use the .qfx file for checking, savings and credit card accounts.
Does it work with Quicken for Mac?
The .qfx file is the one to use: in Quicken for Mac, choose File, Import, Bank or Brokerage File. We have not yet tested a real Quicken import on Mac or Windows, so check your first import against the statement.
Will importing the same statement twice create duplicates?
Each transaction in the .qfx file has an ID made from its date, amount and description, and exporting the same statement again gives the same IDs, which Quicken uses to skip transactions it already has. Rows you edited get new IDs.