Convert PDF Bank Statement to QFX (Quicken)

Create a QFX file from an extracted PDF statement, then review it before trying Quicken Web Connect. The current exporter uses a checking-account format and placeholder institution identifier; acceptance depends on your bank and Quicken edition.

Drop your PDF here or

browse to upload

See How It Works

2 free pages a day 1,000+ banks supported Files deleted in 24h

How to convert a PDF bank statement to QFX

Download your bank statement as a PDF from your online banking portal.
Drop the PDF into the upload box above (or click to browse). Files up to 25 MB are supported.
Wait while the converter extracts the statement. Processing time depends on the document.
Open More formats and select QFX. Your first 2 pages each day are free.

Why QFX?

QFX is used by Quicken Web Connect. A bank-issued file is preferable when available because it carries the bank’s institution information. A PDF-derived export needs account and compatibility checks before import.

QFX output available through More formats after conversion
Posted dates, signed amounts, descriptions, and generated transaction IDs
Companion Excel download for checking the extracted statement
Uses the same extracted transaction data as the other formats
Dedicated guide explains institution defaults and import limitations

What gets extracted from your statement

Transaction date (normalised to YYYY-MM-DD)
Transaction description; available details depend on the source PDF
Debit and credit amounts; Excel and CSV use separate columns, while QBO uses signed transaction amounts
Running balance, where the statement shows one
Statement period, opening balance, and closing balance
Account holder name and account number (header only)

Convert QFX for any bank

Our parser is bank-agnostic — it reads the layout of your statement directly rather than relying on a hand-written template per bank. That's how we support 1,000+ banks worldwide. Common ones below:

Chase Bank of America Wells Fargo Citibank Capital One U.S. Bank PNC Bank Truist American Express Discover HSBC Barclays View all 1,000+ →

QFX conversion FAQ

Will Quicken accept every generated QFX?

No. The exporter uses 00000 as its default institution identifier, and Quicken may reject it. Confirm your bank’s supported import options and use a bank-issued QFX where possible.

Does the export support investment and credit card accounts?

The current exporter labels the account as CHECKING. It is not a dedicated investment or credit-card exporter. Confirm a suitable workflow for those account types.

Do transaction IDs guarantee no duplicates?

No. Generated IDs depend on extracted values and row position. Changed descriptions, reordered rows, or overlapping statements can produce different IDs, so check existing transactions before re-importing.

Need a different format?

Try a free conversion