CSV Tools

Sample QFX File

Downloadable Quicken Web Connect (.qfx) samples — a bank statement and a credit-card statement carrying the same 20 signed transactions, with a parsed CSV preview and full field schema.

Personal Finance QFX (Quicken Web Connect) Text format

sample-bank-statement.qfx · sample-credit-card.qfx

Data Preview

20 rows × 7 columns
1DateAmountTypeNameMemoFITIDCheck Number
22025-01-023850.00CREDITDirect Deposit - Payroll3hdsutd88xk00
32025-01-03-87.32DEBITWhole Foods Market35lhct0j8so00
42025-01-04-52.18DEBITShell Gas Station2qrifxycz0800
52025-01-05-15.99DEBITNetflix Subscription6im3579l53k0
62025-01-06-500.00DEBITTransfer to Savings3yl23e86soq0
72025-01-07-6.45DEBITStarbucks2d16p6y5hqjo0
82025-01-08-128.50DEBITElectric CompanyMonthly electric bill1uwatnrqmon40
92025-01-09-1750.00CHECKOakwood Property ManagementJanuary rent2ac07t1v4rfo01042
102025-01-10-43.97DEBITAmazon.com2xgfwvwng3g00
112025-01-11-62.84DEBITTrader Joe's38wxrfihmj000
122025-01-12-18.50DEBITUber Ride22y5k01wi6o00
132025-01-13-85.00DEBITAT&T WirelessMonthly phone bill2ah5mpq5ylno0
142025-01-14-12.95DEBITChipotle24h72olz66g00
152025-01-15750.00CREDITFreelance PaymentInvoice #2042wflkpu5td800
162025-01-163850.00CREDITDirect Deposit - Payroll1suk9ao9m1b40
172025-01-17-94.17DEBITWhole Foods Market3k7tlcq5tq200
182025-01-18-29.99DEBITPlanet Fitness8az5h4gxvlo0
192025-01-19-156.33DEBITHome Depotk4tjrrvrsm80
202025-01-20-220.00DEBITInsurance Premium3bd27doe0ya00
212025-01-3035.00CREDITVenmo RefundRefund from friend2xp0mv4pm6w00

Raw File Contents

Download Bank Statement (.qfx)

sample-bank-statement.qfx
OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE

<OFX>
<SIGNONMSGSRSV1>
<SONRS>
<STATUS><CODE>0</CODE><SEVERITY>INFO</SEVERITY></STATUS>
<DTSERVER>20260725140250[0:GMT]</DTSERVER>
<LANGUAGE>ENG</LANGUAGE>
<FI>
<ORG>Example Bank</ORG>
<FID>3000</FID>
</FI>
<INTU.BID>3000</INTU.BID>
</SONRS>
</SIGNONMSGSRSV1>
<BANKMSGSRSV1>
<STMTTRNRS>
<TRNUID>0</TRNUID>
<STATUS><CODE>0</CODE><SEVERITY>INFO</SEVERITY></STATUS>
<STMTRS>
<CURDEF>USD</CURDEF>
<BANKACCTFROM>
<BANKID>021000021</BANKID>
<ACCTID>******7890</ACCTID>
<ACCTTYPE>CHECKING</ACCTTYPE>
</BANKACCTFROM>
<BANKTRANLIST>
<DTSTART>20250102000000[0:GMT]</DTSTART>
<DTEND>20250130000000[0:GMT]</DTEND>
<STMTTRN>
<TRNTYPE>CREDIT</TRNTYPE>
<DTPOSTED>20250102000000[0:GMT]</DTPOSTED>
<TRNAMT>3850.00</TRNAMT>
<FITID>3hdsutd88xk00</FITID>
<NAME>Direct Deposit - Payroll</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250103000000[0:GMT]</DTPOSTED>
<TRNAMT>-87.32</TRNAMT>
<FITID>35lhct0j8so00</FITID>
<NAME>Whole Foods Market</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250104000000[0:GMT]</DTPOSTED>
<TRNAMT>-52.18</TRNAMT>
<FITID>2qrifxycz0800</FITID>
<NAME>Shell Gas Station</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250105000000[0:GMT]</DTPOSTED>
<TRNAMT>-15.99</TRNAMT>
<FITID>6im3579l53k0</FITID>
<NAME>Netflix Subscription</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250106000000[0:GMT]</DTPOSTED>
<TRNAMT>-500.00</TRNAMT>
<FITID>3yl23e86soq0</FITID>
<NAME>Transfer to Savings</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250107000000[0:GMT]</DTPOSTED>
<TRNAMT>-6.45</TRNAMT>
<FITID>2d16p6y5hqjo0</FITID>
<NAME>Starbucks</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250108000000[0:GMT]</DTPOSTED>
<TRNAMT>-128.50</TRNAMT>
<FITID>1uwatnrqmon40</FITID>
<NAME>Electric Company</NAME>
<MEMO>Monthly electric bill</MEMO>
</STMTTRN>
<STMTTRN>
<TRNTYPE>CHECK</TRNTYPE>
<DTPOSTED>20250109000000[0:GMT]</DTPOSTED>
<TRNAMT>-1750.00</TRNAMT>
<FITID>2ac07t1v4rfo0</FITID>
<CHECKNUM>1042</CHECKNUM>
<NAME>Oakwood Property Management</NAME>
<MEMO>January rent</MEMO>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250110000000[0:GMT]</DTPOSTED>
<TRNAMT>-43.97</TRNAMT>
<FITID>2xgfwvwng3g00</FITID>
<NAME>Amazon.com</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250111000000[0:GMT]</DTPOSTED>
<TRNAMT>-62.84</TRNAMT>
<FITID>38wxrfihmj000</FITID>
<NAME>Trader Joe's</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250112000000[0:GMT]</DTPOSTED>
<TRNAMT>-18.50</TRNAMT>
<FITID>22y5k01wi6o00</FITID>
<NAME>Uber Ride</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250113000000[0:GMT]</DTPOSTED>
<TRNAMT>-85.00</TRNAMT>
<FITID>2ah5mpq5ylno0</FITID>
<NAME>AT&amp;T Wireless</NAME>
<MEMO>Monthly phone bill</MEMO>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250114000000[0:GMT]</DTPOSTED>
<TRNAMT>-12.95</TRNAMT>
<FITID>24h72olz66g00</FITID>
<NAME>Chipotle</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>CREDIT</TRNTYPE>
<DTPOSTED>20250115000000[0:GMT]</DTPOSTED>
<TRNAMT>750.00</TRNAMT>
<FITID>2wflkpu5td800</FITID>
<NAME>Freelance Payment</NAME>
<MEMO>Invoice #204</MEMO>
</STMTTRN>
<STMTTRN>
<TRNTYPE>CREDIT</TRNTYPE>
<DTPOSTED>20250116000000[0:GMT]</DTPOSTED>
<TRNAMT>3850.00</TRNAMT>
<FITID>1suk9ao9m1b40</FITID>
<NAME>Direct Deposit - Payroll</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250117000000[0:GMT]</DTPOSTED>
<TRNAMT>-94.17</TRNAMT>
<FITID>3k7tlcq5tq200</FITID>
<NAME>Whole Foods Market</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250118000000[0:GMT]</DTPOSTED>
<TRNAMT>-29.99</TRNAMT>
<FITID>8az5h4gxvlo0</FITID>
<NAME>Planet Fitness</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250119000000[0:GMT]</DTPOSTED>
<TRNAMT>-156.33</TRNAMT>
<FITID>k4tjrrvrsm80</FITID>
<NAME>Home Depot</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250120000000[0:GMT]</DTPOSTED>
<TRNAMT>-220.00</TRNAMT>
<FITID>3bd27doe0ya00</FITID>
<NAME>Insurance Premium</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>CREDIT</TRNTYPE>
<DTPOSTED>20250130000000[0:GMT]</DTPOSTED>
<TRNAMT>35.00</TRNAMT>
<FITID>2xp0mv4pm6w00</FITID>
<NAME>Venmo Refund</NAME>
<MEMO>Refund from friend</MEMO>
</STMTTRN>
</BANKTRANLIST>
<LEDGERBAL>
<BALAMT>9470.81</BALAMT>
<DTASOF>20250130000000[0:GMT]</DTASOF>
</LEDGERBAL>
</STMTRS>
</STMTTRNRS>
</BANKMSGSRSV1>
</OFX>

Download Credit Card (.qfx)

sample-credit-card.qfx
OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE

<OFX>
<SIGNONMSGSRSV1>
<SONRS>
<STATUS><CODE>0</CODE><SEVERITY>INFO</SEVERITY></STATUS>
<DTSERVER>20260725140250[0:GMT]</DTSERVER>
<LANGUAGE>ENG</LANGUAGE>
<FI>
<ORG>Example Card Services</ORG>
<FID>4321</FID>
</FI>
<INTU.BID>4321</INTU.BID>
</SONRS>
</SIGNONMSGSRSV1>
<CREDITCARDMSGSRSV1>
<CCSTMTTRNRS>
<TRNUID>0</TRNUID>
<STATUS><CODE>0</CODE><SEVERITY>INFO</SEVERITY></STATUS>
<CCSTMTRS>
<CURDEF>USD</CURDEF>
<CCACCTFROM>
<ACCTID>******4444</ACCTID>
</CCACCTFROM>
<BANKTRANLIST>
<DTSTART>20250102000000[0:GMT]</DTSTART>
<DTEND>20250130000000[0:GMT]</DTEND>
<STMTTRN>
<TRNTYPE>CREDIT</TRNTYPE>
<DTPOSTED>20250102000000[0:GMT]</DTPOSTED>
<TRNAMT>3850.00</TRNAMT>
<FITID>3hdsutd88xk00</FITID>
<NAME>Direct Deposit - Payroll</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250103000000[0:GMT]</DTPOSTED>
<TRNAMT>-87.32</TRNAMT>
<FITID>35lhct0j8so00</FITID>
<NAME>Whole Foods Market</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250104000000[0:GMT]</DTPOSTED>
<TRNAMT>-52.18</TRNAMT>
<FITID>2qrifxycz0800</FITID>
<NAME>Shell Gas Station</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250105000000[0:GMT]</DTPOSTED>
<TRNAMT>-15.99</TRNAMT>
<FITID>6im3579l53k0</FITID>
<NAME>Netflix Subscription</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250106000000[0:GMT]</DTPOSTED>
<TRNAMT>-500.00</TRNAMT>
<FITID>3yl23e86soq0</FITID>
<NAME>Transfer to Savings</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250107000000[0:GMT]</DTPOSTED>
<TRNAMT>-6.45</TRNAMT>
<FITID>2d16p6y5hqjo0</FITID>
<NAME>Starbucks</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250108000000[0:GMT]</DTPOSTED>
<TRNAMT>-128.50</TRNAMT>
<FITID>1uwatnrqmon40</FITID>
<NAME>Electric Company</NAME>
<MEMO>Monthly electric bill</MEMO>
</STMTTRN>
<STMTTRN>
<TRNTYPE>CHECK</TRNTYPE>
<DTPOSTED>20250109000000[0:GMT]</DTPOSTED>
<TRNAMT>-1750.00</TRNAMT>
<FITID>2ac07t1v4rfo0</FITID>
<CHECKNUM>1042</CHECKNUM>
<NAME>Oakwood Property Management</NAME>
<MEMO>January rent</MEMO>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250110000000[0:GMT]</DTPOSTED>
<TRNAMT>-43.97</TRNAMT>
<FITID>2xgfwvwng3g00</FITID>
<NAME>Amazon.com</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250111000000[0:GMT]</DTPOSTED>
<TRNAMT>-62.84</TRNAMT>
<FITID>38wxrfihmj000</FITID>
<NAME>Trader Joe's</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250112000000[0:GMT]</DTPOSTED>
<TRNAMT>-18.50</TRNAMT>
<FITID>22y5k01wi6o00</FITID>
<NAME>Uber Ride</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250113000000[0:GMT]</DTPOSTED>
<TRNAMT>-85.00</TRNAMT>
<FITID>2ah5mpq5ylno0</FITID>
<NAME>AT&amp;T Wireless</NAME>
<MEMO>Monthly phone bill</MEMO>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250114000000[0:GMT]</DTPOSTED>
<TRNAMT>-12.95</TRNAMT>
<FITID>24h72olz66g00</FITID>
<NAME>Chipotle</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>CREDIT</TRNTYPE>
<DTPOSTED>20250115000000[0:GMT]</DTPOSTED>
<TRNAMT>750.00</TRNAMT>
<FITID>2wflkpu5td800</FITID>
<NAME>Freelance Payment</NAME>
<MEMO>Invoice #204</MEMO>
</STMTTRN>
<STMTTRN>
<TRNTYPE>CREDIT</TRNTYPE>
<DTPOSTED>20250116000000[0:GMT]</DTPOSTED>
<TRNAMT>3850.00</TRNAMT>
<FITID>1suk9ao9m1b40</FITID>
<NAME>Direct Deposit - Payroll</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250117000000[0:GMT]</DTPOSTED>
<TRNAMT>-94.17</TRNAMT>
<FITID>3k7tlcq5tq200</FITID>
<NAME>Whole Foods Market</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250118000000[0:GMT]</DTPOSTED>
<TRNAMT>-29.99</TRNAMT>
<FITID>8az5h4gxvlo0</FITID>
<NAME>Planet Fitness</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250119000000[0:GMT]</DTPOSTED>
<TRNAMT>-156.33</TRNAMT>
<FITID>k4tjrrvrsm80</FITID>
<NAME>Home Depot</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250120000000[0:GMT]</DTPOSTED>
<TRNAMT>-220.00</TRNAMT>
<FITID>3bd27doe0ya00</FITID>
<NAME>Insurance Premium</NAME>
</STMTTRN>
<STMTTRN>
<TRNTYPE>CREDIT</TRNTYPE>
<DTPOSTED>20250130000000[0:GMT]</DTPOSTED>
<TRNAMT>35.00</TRNAMT>
<FITID>2xp0mv4pm6w00</FITID>
<NAME>Venmo Refund</NAME>
<MEMO>Refund from friend</MEMO>
</STMTTRN>
</BANKTRANLIST>
<LEDGERBAL>
<BALAMT>-1264.19</BALAMT>
<DTASOF>20250130000000[0:GMT]</DTASOF>
</LEDGERBAL>
</CCSTMTRS>
</CCSTMTTRNRS>
</CREDITCARDMSGSRSV1>
</OFX>

Schema

Field Type Description
Date date Posting date parsed from DTPOSTED (YYYYMMDDHHMMSS with a GMT offset in the raw file)
Amount number Signed transaction amount from TRNAMT — positive for credits, negative for debits
Type string OFX transaction type from TRNTYPE (CREDIT, DEBIT, CHECK, etc.)
Name string Payee or merchant name from the NAME element
Memo string Optional free-text note from the MEMO element (blank on most rows)
FITID string Financial Institution Transaction ID — unique per account, used by importers to skip duplicates
Check Number string Check number from CHECKNUM, present only on check transactions

About the QFX (Quicken Web Connect) Format

A .qfx file is a Quicken Web Connect statement — the format banks emit for their “Download for Quicken” button. It is OFX 1.02 with Intuit extension tags layered on top; the giveaway is <INTU.BID> in the sign-on block, which Quicken uses to look the bank up in Intuit’s directory.

File structure

Nine colon-delimited SGML header lines (OFXHEADER:100, DATA:OFXSGML, VERSION:102, …) precede the <OFX> document:

  • <SIGNONMSGSRSV1> — sign-on response containing <FI> (bank name, FID) and <INTU.BID>
  • <BANKMSGSRSV1><STMTTRNRS><STMTRS> for the bank variant; the credit-card variant swaps in <CREDITCARDMSGSRSV1><CCSTMTTRNRS><CCSTMTRS> and identifies the account with <CCACCTFROM> instead of <BANKACCTFROM>
  • <BANKTRANLIST> with <DTSTART>/<DTEND> bounds and one <STMTTRN> per transaction
  • <LEDGERBAL> with the closing balance

Every <STMTTRN> has a TRNTYPE (CREDIT, DEBIT, CHECK, …), a DTPOSTED timestamp like 20250102000000[0:GMT], a signed TRNAMT, a unique FITID, and a NAME; MEMO and CHECKNUM appear where relevant. FITID uniqueness is the contract that lets importers de-duplicate overlapping downloads.

Parsing notes

Because OFX 1.x is SGML, leaf tags are typically unclosed — <TRNAMT>-52.18 with no </TRNAMT> — so run it through an OFX library (ofxparse, ofxtools, ofx-js) rather than an XML parser. For a no-code path, QFX to CSV parses these files in the browser, and CSV to QFX generates them.

Both variants carry the same 20-transaction set as the QBO, OFX, and QIF samples — handy for diffing how the four formats encode identical data.

FAQ

4 questions
Will this sample file import into Quicken?
Possibly not, by design on Intuit's side. Quicken validates every Web Connect import against Intuit's registered-bank list, so it may reject any sample file — including this one — with an OL-221/OL-222-class error, even though the file is structurally valid OFX 1.02 that standard parsers accept. It is intended for testing parsers, converters, and import pipelines, not a production Quicken import.
What is the difference between QFX and OFX?
A .qfx file is OFX plus Intuit's Quicken extensions — chiefly the INTU.BID tag, which identifies the bank in Intuit's directory. The document structure, transaction records, and header are identical to OFX 1.02, so any OFX parser reads a QFX file unchanged.
Is anything uploaded when I download or convert this file?
No. The downloads are static files served straight from the site — nothing you do here is uploaded or processed on a server. The CSV Tools converters linked below also run entirely in your browser.
Which apps import QFX files?
Quicken is the primary consumer, but most OFX-aware software — GnuCash, Banktivity, Moneydance, and personal-finance libraries like ofxparse — reads .qfx files because they are structurally OFX. Apps that want CSV instead can use the QFX to CSV converter linked below.

Work With QFX (Quicken Web Connect) Files 7 tools