CSV2QFX Convert for Windows

User Reviews

• Name copycat of original CSV2QFX

  ProperSoftJanuary 27, 2016

  Pros

  not a pro - this software is a name copycat from original CSV2QFX from ProperSoft

  Cons

  there is one thing this tool will do to your Quicken import that you will not notice on the first import, but will regret on the second one.

  Summary

  name copycat from original CSV2QFX from ProperSoft.

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• Very flexible, worked perfectly

  WhatFund2BuyMarch 7, 2013

  Pros

  Great price, easy to use.

  Cons

  Must do editing in Excel, not in conversion program, but that's not a real big deal.

  Summary

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• Input file coding restictions are unworkable

  bvsmithFebruary 3, 2013

  Pros

  It's a good idea.

  Cons

  Requires personal info

  Summary

  I did not like this software. It requires personal information (institution ID and account number) to generate a complete QFX file. It requires the personal info to either be in the first line of the input file or entered into a user screen. The coding instructions for the data in the first line of the input file are vague. It's a simple line, and I tried several variations, but none worked. The result was an error message and a file that contained only a few lines but none of the transaction data. I downloaded a different program and got the results I wanted. This other program generates a complete QFX file with dummy institution and account numbers that you can edit in with Notepad.

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