BankStatementHub

Import a bank statement into Quicken

Quicken imports CSV (Windows), QIF (older versions) or OFX (Mac and Windows). Convert the PDF to the one your Quicken reads, then import it.

Drop a PDF bank statement here

or click to browse your files

Converts toExcel·CSV·QuickBooks·Xero·Quicken·QIF·OFX

Free · no signup · up to 10 pages per statement · files are never stored

Downloaded (text-based) statements are converted right in your browser, so the file never leaves your computer. Try it with your Wi-Fi off. Scanned statements need online processing, and we ask first.

Step by step

Quicken for Windows' CSV needs the account name to match the account in Quicken exactly; type it next to the format before downloading.

  1. 1

    Convert the PDF

    Upload the statement above, check the rows, pick “Quicken for Windows (CSV)”, type the Quicken account name, and download.

  2. 2

    Start the import

    In Quicken for Windows choose File → File Import → Import from CSV file (QIF: File → File Import → QIF file).

  3. 3

    Select the file

    Pick the downloaded file and the account it belongs to.

  4. 4

    Accept the transactions

    Quicken lists the new transactions in the account register; accept them.

Quicken moves its menus now and then; if a name above has changed, look for the import or upload option on the bank account.

Good to know

  • On a Mac, use OFX: File → Import → Bank or Brokerage File (OFX).
  • Back up your Quicken file before a QIF import.

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