CSV2QFX Convert for Windows

Used CSV2QFX Convert for Windows?

Developer’s Description

Convert .CSV files from your bank or credit card to .QFX files for Quicken.

CSV2QFX Converter for Quicken. Convert .CSV files from your bank, credit card, or brokerage firm to .QFX files suitable for Quicken.

Instant, One-Step Conversions: Runs conversions with the single click of a button. Straightforward Interface: Employs a user-friendly platform that is simple to use, even for people with no experience in computer software. Worldwide Functionality: Delivers both U.S. and European date formats, multiple currencies. Customized Conversions: Flexible conversion of selected .CSV data with our intuitive Preview Mode. Advanced Security: Runs on your desktop without requiring uploading, downloading, login information, or direct access to your accounts. Comprehensive: Process bank accounts, credit card accounts, and brokerage accounts.

What else can I do with CSV2QFX? Download transactions from banks, credit card companies, or brokerages that do not support .QFX formats (or Quicken Direct Download). Import transactions directly into Quicken, Quicken Essentials for Mac, or another financial application. Convert data from Mint.com into Quicken. Edit transactions with Microsoft Excel or another spreadsheet program, and then import selected transactions (up to several years of data, not just 90 days) into Quicken. Run automatic conversions as part of a script.

CSV2QFX Convert for Windows

Used CSV2QFX Convert for Windows?

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Full Specifications

GENERAL

Release: May 26, 2020

Latest update: May 26, 2020

Version: 12.4.12

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows XP
Windows 7
Windows 2003
Windows 8
Windows Server
Windows 10
Windows Vista

Additional Requirements: Java Runtime Environment

POPULARITY

Total Downloads: 3,861

Downloads Last Week: 7

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Last Updated

User Reviews

2.7/5

3 User Votes

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.
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
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.