Upload an OFX file and download a QFX file for Quicken. QFX is OFX with the Intuit tags Quicken expects, so this rewrites the same transactions into the form Quicken imports.
Your uploaded file is processed on our server and deleted right after the conversion. If you are signed in, the converted result is kept for 7 days so you can download it again from your account, then deleted. We never store the contents of your original file.
The output carries the Intuit bank id tag Quicken looks for, so the file is recognized as a Quicken import.
Dates, amounts, payees, and transaction ids are copied from your OFX file as they are.
The transactions are shown before download so you can confirm them first.
QFX is OFX with Intuit-specific tags. Quicken imports QFX rather than plain OFX, so a bank that hands you an OFX file often needs it converted first.
In Quicken, use File then Import and choose the downloaded QFX file, or open the file directly so Quicken picks the account.
Quicken can ask you to match the file to an account or flag an unknown institution id. This is normal for a converted file and you can point it at the right account.
Yes. Your file is processed on our server and deleted right after the conversion. This conversion is deterministic and uses no outside service.
