csv2qfx Convert

csv2qfx Convert Software Box

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csv2qfx Convert Trial Versions
csv to qfx - get csv into qfx
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csv2qfx Convert

$34.95

CSV to QFX – easily get csv into qfx!

csv2qfx CONVERT changes .CSV transaction files from your bank, credit card or brokerage firm into .QFX files for import into Quicken.

  • Easy Interface: Simple-to-use and user-friendly platform.
  • One-Step Conversions: Instantly converts with the click of a button.
  • Efficient: Automatically checks formats, bypasses non-relevant errors and yields maximum data.
  • Worldwide Functionality: Delivers your choice of currency, as well as both U.S. and European date formats.
  • Advanced Security: Runs on the desktop without requiring direct access to your financial accounts.
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Main Interface

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Settings

CSV2QFX_Settings

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Mac Version

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Product Description

csv2qfx CONVERT changes .CSV transaction files from your bank, credit card or brokerage firm into .QFX files for import into Quicken.

  • Easy Interface: Simple-to-use and user-friendly platform.
  • One-Step Conversions: Instantly converts with the click of a button.
  • Efficient: Automatically checks formats, bypasses non-relevant errors and yields maximum data.
  • Worldwide Functionality: Delivers your choice of currency, as well as both U.S. and European date formats.
  • Advanced Security: Runs on the desktop without requiring direct access to your financial accounts.

csv2qfx CONVERT: Data Sheet

Easily convert from .CSV spreadsheets to .QFX files with CSV2QFX Convert by MoneyThumb

Convert downloaded spreadsheets in .csv format to Quicken format with csv2qfx Convert, by MoneyThumb. This software makes it quick and easy to change downloaded .CSV statements from your bank, credit card company, or brokerage firm into QFX format files for Quicken import. Perfect for spreadsheet accounting, personal finance applications, and streamlining tax filing preparation.

CSV2QFX Convert Key Features:

  • Instant, One Step Conversion: Runs conversions easily, with the single click of a button.
  • Easy to Use: Straightforward, user friendly, and simple to use – even for beginners.
  • Advanced Security: Runs on your desktop only, without requiring any direct access to your accounts.
  • Comprehensive: Process any type of financial statement – bank, credit card, and brokerage accounts.
  • Extensive: Process both current and historical statements with ease.
  • Worldwide Functionality: Delivers both U.S. and European date formats, and allows your choice of currency.
  • Exclusive: MoneyThumb makes the only line of .PDF file converters specialized for personal finance transactions.
  • Free Trial: PDF2QFX is free to download and try.

With CSV2QFX Convert, You Can:

  • Extract transactions from downloaded .CSV statements.
  • Extract transactions from Excel .XLS files.
  • Extract transactions from other spreadsheet software files.
  • Import transactions directly into Quicken® or Quicken Essentials for Mac®
  • Download transactions from banks, credit card companies, or brokerages that do not support .QFX formats (or Quicken Direct Download).
  • Import transactions from CSV statements into Quicken, no matter how many years back they go.
  • Run automatic conversions as part of a script

CSV2QFX Convert Versions:

  • CSV2QFX.EXE – Full install for Microsoft Windows® platforms.
  • CSV2QFX.DMG – Full install for Mac OS X®.
  • CSV2QFX ZIP – Portable .ZIP file to be extracted, suitable for any platform with Java (e.g., Microsoft Windows®, Mac OS X®, Linux®, Unix®, and others).

CSV2QFX Convert System Requirements:

  • Windows or Mac OS
  • Java must be installed on your computer – download anytime for free at Java.com.

CSV2QFX Convert Compatibility:

MoneyThumb’s financial software converts PDF files to QFX files that are compatible with the following Intuit supported versions of Quicken:

  • Quicken 2016 for Mac
  • Starter Edition 2016
  • Deluxe 2016
  • Premier 2016
  • Home & Business 2016
  • Rental Property Manager 2016
  • Quicken 2015 for Mac
  • Starter Edition 2015
  • Deluxe 2015

  • Premier 2015
  • Home & Business 2015
  • Rental Property Manager 2015
  • Starter Edition 2014
  • Deluxe 2014
  • Premier 2014
  • Home & Business 2014
  • Rental Property Manager 2014

Need to import CSV files into an older version of Quicken? Use our CSV2QIF CONVERT instead! Need to import CSV files into QuickBooks? MoneyThumb also offers CSV2QBO Convert.

FAQs

Can I try csv2qfx Convert before I buy it?

If you’re not ready to purchase just yet, you’re welcome to take our .csv to .qfx converter for a test drive! CSV2QFX is free to download and try. The trial software is fully functional, and will read the entire input file and create a log of all transactions and items which were processed.

The only difference is that the trial version will only write the first 10 transactions or items to the output file. With that, you can verify that your file is read correctly, and test the first 10 converted transactions or data elements in your application. Use the trial product selector below to get the download link for Mac, Windows, or Java trial versions.

Is there any size limit on the files converted using csv2qfx Convert?

No, there is no limit. The converters are routinely tested with data files that are 100MB in size, and have upwards of 50,000 transactions. Those conversions take less than 30 seconds to process.

Should I choose the csv2qfx convert or csv2qif convert software?

This depends on which version of Quicken you are using. If your version allows the import of both QFX and QIF files, you should consider that QFX is generally easier to work with, but does not support categories or splits. If categories or splits are needed, the best option is using QIF to convert a CSV to Quicken. Otherwise go with QFX.

Is CSV2QFX Convert secure to use?

Yes. Once installed MoneyThumb’s software is entirely local to your computer and does not send anything anywhere, or make anything visible to other programs.



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