DocFig Convert a statement

CSV to QIF and OFX converter

Convert CSV to QIF or OFX in your browser: choose a bank statement CSV or Excel file and download a file that personal finance software can import. The columns are found for you, and the file never leaves your device.

Processed in your browser Your statement never leaves your device

  • No upload
  • No bank login
  • Nothing stored
How can I check?

Choose a statement file or drop it here

CSV or XLSX from any bank DocFig's own Excel files work too

Try a sample:

Have a PDF statement? Convert it to Excel first, then open the Excel file here. That step uploads the PDF to the DocFig converter; this page does not.

  • Never uploadedRead in your browser, on your device
  • CSV or ExcelAny bank layout, columns found for you
  • Any countryDecimal commas, Dr / Cr and every date order
  • Free, no accountNo bank login, on phones and computers

Three steps

How to convert CSV to QIF or OFX

  1. 1Choose the CSV or Excel fileExported from online banking, or made with the DocFig converter.
  2. 2Check the columnsDate, description and amount are picked for you. Change any that look wrong.
  3. 3Download QIF or OFXThen import it in your finance app and check the account balance.

Why convert CSV to QIF or OFX

Banks let you download transactions as CSV or Excel, but many personal finance apps import QIF or OFX more reliably than a spreadsheet. QIF is a plain text format; OFX is a structured format with an ID for each transaction. This page turns a statement file into either one, and also converts Excel (XLSX) to QIF or OFX.

How to convert a bank statement to QIF

Download the statement from online banking as CSV or Excel, choose it above, check the columns, and download QIF or OFX. Bank exports differ in every detail: the converter skips the lines about the account at the top, finds the header row, and picks the date, description and amount columns, or separate money out and money in columns. It works out whether dates run day, month, year or month, day, year, and whether the file uses a decimal point or a decimal comma. Amounts written as (12.50), 12.50-, 12.50 Dr or with Indian grouping are all read correctly. Change any choice in the Columns panel.

Files made by the DocFig bank statement to CSV and bank statement to Excel converters open without any changes, which makes a full route from a PDF statement to a finance app.

Importing the QIF or OFX file

  • GnuCash imports QIF and OFX from File, Import. For QIF, it asks whether dates are month-day-year or day-month-year, so pick the same style here.
  • Moneydance imports OFX, QFX and QIF files from File, Import, and its guide recommends OFX or QFX when you have the choice.
  • Other apps, including Quicken, support QIF and OFX import in different ways by version and account type. Check that app's help before you import.

After importing, compare the account balance in the app with your bank's balance for the same date. Each OFX transaction gets an ID built from its date, amount and description, so importing the same file twice gives the same IDs, which lets apps that check IDs skip the repeats.

Tested with real parsers

Files from this page were read back with three open-source parsers (ofxparse, ofxtools and quiffen) for sample statements from the United Kingdom, the United States, India and Germany. Every row came back with the same date, amount and description.

Your statement stays on your device

The file is read and converted in your browser and the download is made there too. Nothing is uploaded to DocFig or anyone else; the page sends only tiny counters with an event name. How to check this yourself.

Sources

Sources checked 26 October 2026.

Questions

Which apps import QIF and OFX?

GnuCash imports both QIF and OFX, and Moneydance imports OFX, QFX and QIF files from File, Import. Moneydance's own guide recommends OFX or QFX when you have the choice. Import options in other apps, including Quicken, depend on the version and account type, so check that app's help first.

Should I choose QIF or OFX?

Choose OFX when your app accepts it: this tool gives every OFX transaction a stable ID, so an app that checks IDs can skip rows it already has. Choose QIF for apps or account types that only take QIF, or for a cash account.

Which date style should a QIF file use?

Use the one your app expects. The GnuCash manual says QIF dates are generally month-day-year in the United States and day-month-year in Europe, and GnuCash asks which one a file uses when you import it.

Does it make QFX files for Quicken?

No. QFX is Quicken's own variant of OFX. This tool writes standard OFX 1.0.2 and QIF, and their import into Quicken was not tested, so check Quicken's help for your version before you import.

Does it work with DocFig's Excel and CSV files?

Yes. Files made by the bank statement converter open as they are: the signed Amount column is used, and the Balance column becomes the OFX balance.

What amount formats does it understand?

Minus signs, amounts in brackets such as (12.50), a trailing minus such as 12.50-, Dr and Cr markers, separate money out and money in columns, decimal commas such as 1.234,56 and Indian grouping such as 1,23,456.00.

Is my statement uploaded?

No. The file is read in your browser and the QIF or OFX is made there too. Nothing is sent to DocFig or anyone else.

What if my file has no balance column?

The QIF needs none. An OFX file must carry a balance, so it then says 0.00; check the account balance in your app after the import.

Only have a PDF statement?

The DocFig bank statement converter turns PDF statements, scanned and password-protected ones too, into Excel or CSV with every row checked against the balances. Then open that file here.

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