Tablizer

Convert QFX to Excel Online

Turn a QFX download from your bank into a spreadsheet, without sending your statement to a website. The file is read by JavaScript on this page and never uploaded.

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The output will appear here once there is a table to convert.

What QFX is

OFX is the format behind the Download Transactions button on your bank's website. Version 1 is SGML, where a leaf element has an opening tag and no closing one. Version 2 is real XML. QFX is Intuit's variant of the same thing with a few extra tags, which is why a .qfx file opens in Quicken and is refused by software that only knows plain OFX.

Retail banks, credit card issuers and brokerages, because it is what Quicken and Microsoft Money asked for and the industry standardised on.

What Excel is

An Excel workbook is a zip archive of XML parts describing sheets, cells, formulas, styles and charts. The .xlsx extension is that format; .xls is the older binary one from before 2007.

Finance, operations and anyone who received a file from finance or operations.

What changes when you convert QFX to Excel

Each STMTTRN block becomes a row: date, amount, type, payee, memo, cheque number and the bank's own transaction id. The account number and currency come from the statement header and are added to every row, so a file merged with another still says which account it came from. Both the SGML and the XML flavour are read the same way.

You get a single sheet with a header row and column widths sized to the content. Values are written as text unless type inference is on, which keeps identifiers like 0044 or 007 intact.

Each transaction becomes a row with its date, amount, type, payee, memo, cheque number and the bank's own transaction id. That id is worth keeping: it is the only field guaranteed unique, which makes it the right key when you reconcile two downloads that overlap.

Dates arrive as YYYYMMDD with a time and timezone after them, which is unambiguous, so they are reformatted to YYYY-MM-DD. That sorts correctly as text and means Excel will not reinterpret them according to whichever locale the machine is set to.

Amounts keep their sign as the bank wrote it. A debit is negative. Nothing is rounded, reformatted or converted, and the currency from the statement header is added as its own column.

What carries over from QFX to Excel

One property of the OFX has no home in Excel, and it is worth knowing which before you convert.

OFX can hold a value that is itself a list or an object. Excel has only flat cells, so nested values are flattened into one cell rather than being spread across columns.

Both formats record types, so numbers, booleans and nulls survive as themselves rather than as text.

Why your bank charges for this file

QFX is OFX with a few Intuit-specific tags added, the important one being a bank identifier that Quicken checks before it will accept the file. The transactions inside are identical to the free OFX or CSV download. Many banks charge a monthly fee for the QFX version anyway.

If your bank offers OFX, QIF or CSV as well, any of them converts here and none of them costs anything.

Questions

How do I convert QFX to Excel?

Paste your QFX into the box above or drop the file onto it. Check the table in the grid, then copy or download the Excel from the output panel. It takes one step and the data never leaves your browser.

What is the difference between OFX and QFX?

QFX is OFX with Intuit-specific tags added, most importantly a bank identifier that Quicken uses to decide whether it will accept the file. The transaction data is identical, which is why anything that reads OFX reads QFX. Banks often charge for the QFX version of the same download.

Does converting to Excel keep my formulas?

No. A table has values, not formulas. If your source came from Excel in the first place, the formulas were already resolved to their results before they reached this page. Anything that was =SUM(A1:A10) arrives as the number it produced.

Is it safe to convert a bank statement here?

The file is read by JavaScript running on this page and is never transmitted. There is no upload endpoint, so there is nothing to intercept and nothing stored. You can confirm it by opening your browser's network tab while you convert.

My bank only offers QFX. Can I open it in Excel directly?

Not directly. Excel does not read OFX or QFX. Converting it to a spreadsheet first is the usual route, which is what this page is for.

What happens to nested values?

Excel has no nested cell, so a list or object inside a OFX value is flattened into a single cell rather than expanded into extra columns. Split it before converting if the parts need to be separate.

Is there a limit on file size?

No. The work happens on your own machine, so the limit is your machine's memory rather than an upload cap. A file with tens of thousands of rows converts in a second or two.

Is my data uploaded anywhere?

No. The parsing and generating are done by JavaScript running on this page. You can watch the network tab while you convert and see that nothing is sent.

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