PDF to QFX Converter
Turn a text-based PDF bank or credit card statement into a QFX file for Quicken, or into Quicken's own CSV layout. You check every transaction against the statement before you download.
Drop your PDF statement here or choose a file
Text-based PDF bank statement · stays on your device
No signup. Your file never leaves your computer. Works in your browser.
How to convert a PDF bank statement to QFX
- Get the statement PDF Use the PDF statement from your bank's website. Scanned or photographed statements have no text in them and can't be read.
- Drop the PDF into the converter It reads the text of every page in your browser and finds the lines that start with a date and end with an amount.
- Check the columns and the signs Make sure the date, description and amount columns are right. For a credit card statement that lists purchases as positive numbers, turn on Flip signs.
- Compare with your statement Check the number of transactions, the dates and the totals against the PDF, then tick I compared these transactions with my PDF statement.
- Choose QFX or Quicken CSV QFX for Quicken's Web Connect import (Windows and Mac), or Quicken CSV for Quicken for Windows' own CSV import.
- Download and import Click Download QFX file. The Quicken import steps appear right after the download.
How to import the file into Quicken
Back up your Quicken data file before you import. These steps come from Quicken's own help pages.
Quicken for Windows
- Open the import screen Choose File › File Import › Web Connect (.QFX) File.
- Pick the file Select the QFX file you downloaded and click OK.
- Link the account Choose Link to add the transactions to an account you already have, or create a new account.
- Accept the transactions Open the account and review or accept the downloaded transactions.
Quicken's help pages name this menu item in slightly different ways (for example "Web Connect File"). Look for the Web Connect or .QFX item under File Import.
Quicken for Mac
- Open the import screen Choose File › Import › Bank or Brokerage File (OFX, QFX).
- Pick the file Select the QFX file and click Open.
- Choose the account On the Choose Your Accounts screen, pick the account to import into.
- Check the register Make sure the transactions were added.
Quicken for Windows, with a CSV file instead
- Make a Quicken CSV In the converter, choose Quicken CSV and type the account name exactly as it appears in Quicken.
- Open the CSV import Choose File › File Import › Banking Transactions › From (.CSV) File.
- Pick the file Click Choose .CSV File to Import…, select the file and click OK.
This is Quicken's own CSV import. Quicken describes it as useful for banks that don't support downloads. It does not check for duplicates, so import each file only once.
Older transactions for Quicken
Quicken’s Web Connect downloads cover a limited window: Quicken notes that banks typically allow the last 90 to 200 days. When you start a new Quicken file, catch up an account, or move from another program, the months before that window are often available only as PDF statements. Converting those PDFs gives Quicken the older transactions in a file it can import.
How the PDF is read
The converter uses the text inside the PDF, the text you can select in a PDF reader. It rebuilds the lines of each page and keeps the ones that start with a date and end with one or more amounts:
- the statement’s column headings name the amount columns (for example Withdrawals, Deposits and Balance);
- dates without a year get the year of the statement period, with December dates in a January statement getting the year before;
- when amounts carry no signs, money out is worked out from the running balance or from headings such as “Withdrawals” or “Purchases”, and the note above the table says which;
- a second line under a description is joined to it.
Check before you import
Mistakes are easier to fix before an import than after it, so the converter makes the check part of the job: the Download button stays off until you tick I compared these transactions with my PDF statement. Compare the summary bar (number of transactions, money in and money out) with the statement’s summary, and look through Text found in the PDF for any transaction line that was missed.
Supported banks and file layouts
Which PDF statements work
Text-based PDF statements from a bank's or card company's website, where each transaction sits on its own line with the date first and the amount last. Layouts with one amount column, with separate withdrawal and deposit columns, with a running balance, or split into sections such as Deposits and Withdrawals are read. Scanned or photographed statements have no text and can't be read yet.
Common problems and fixes
- Quicken says it is "unable to verify the financial institution information for this download"
- Quicken checks the bank in every QFX file. Try another bank in the converter's bank list, check your computer's date, or use the Quicken CSV option on Windows. Quicken says it doesn't support QFX files made by conversion software, so its own CSV import is the supported route.
- "This PDF has no text in it"
- The statement is a scanned picture, which can't be read yet. Download the transactions as CSV from your bank's website and use the CSV to QFX converter.
- Transactions are missing
- Open Text found in the PDF under the file name to see every line that was read. Only lines that start with a date and end with an amount become transactions.
- The dates have the wrong year
- The year comes from the statement period, and December dates in a January statement get the year before. The note above the table says which year was used.
- Quicken shows the transactions twice
- The converter gives each transaction a stable ID made from its date, amount and description, and Quicken uses those IDs to skip repeats in a QFX file. Quicken's CSV import doesn't check for duplicates, so import a CSV only once.
QFX vs Quicken CSV for a PDF statement
| QFX | Quicken CSV | |
|---|---|---|
| Quicken for Windows | File › File Import › Web Connect (.QFX) File | File › File Import › Banking Transactions › From (.CSV) File |
| Quicken for Mac | File › Import › Bank or Brokerage File (OFX, QFX) | Not this layout |
| Skips repeats | Yes, by transaction ID | No |
| Quicken supports converted files | No, per Quicken | Yes, its own import |
Frequently asked questions
How do I convert a PDF bank statement to QFX?
Drop the PDF into the converter above, check the columns, compare the transactions with your statement, tick the check box, choose QFX and your bank, and download.
Why use a PDF statement at all?
Quicken notes that banks typically allow downloads of the last 90 to 200 days. For older months, the PDF statements are often all you have.
Will Quicken accept the QFX file?
Quicken says it does not support QFX files made by conversion software, so there is no guarantee. Quicken's own CSV import on Windows is the supported route; choose Quicken CSV before you download.
Can every PDF statement be converted?
Only text-based PDFs. Scanned or photographed statements have no text and can't be read yet.
Is the conversion accurate?
Statement layouts vary, so you compare the table with your statement, including the totals in and out, before the Download button works.
Does my PDF leave my computer?
No. It is read by your own browser and never uploaded.
Sample files
Made-up transactions you can download to see what each format looks like, or to try the converter. Open them in a text editor, or drop them into the converter above.
- Sample QFX file Quicken Web Connect (OFX 1.02) file.
sample.qfx - Sample PDF statement A text-based PDF bank statement.
sample-bank-statement.pdf
Related tools
Last updated · EmproIT