Bank statement to Quicken
Import PDF bank statements into Quicken
Get transactions from PDF bank statements into Quicken for Windows or Mac. Convert to OFX/QFX-compatible or QIF files with reconciled balances.
Last updated
Quick answer
Quicken can't read PDF statements, but it imports OFX/QFX (Web Connect) and QIF files. Convert your statement with us, then use File › Import in Quicken. Use OFX for checking, savings and credit cards; QIF for account types that require it.
How to do it
- 1
Upload your PDF statement.
- 2
Check that the statement reconciles.
- 3
Download OFX (recommended) or QIF.
- 4
In Quicken choose File › File Import and select the file.
Typical reasons to import PDFs into Quicken
- Filling a gap when a bank connection stopped working
- Bringing in years of history before you started using Quicken
- Accounts at banks that don't support Quicken downloads
- Closed accounts whose online access has ended
Avoiding duplicates
Because our transaction IDs are stable, Quicken recognises transactions it has already imported from the same file. If you overlap with transactions downloaded directly from your bank, review the matches Quicken proposes before accepting them.
Works with statements from
Any bank or card issuer. Notes for popular institutions:
Frequently asked questions
Does this work with Quicken for Mac?
Yes. Quicken for Mac imports OFX/QFX files through File › Import › Bank or Brokerage file.
Should I use QIF or OFX for Quicken?
OFX for checking, savings and credit cards. QIF only if Quicken asks for it for the account type you're importing into.
Convert your first statement in under a minute
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