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StatementPilot

Quicken integration

PDF bank statements → Quicken

Convert PDF statements to OFX/QFX-compatible or QIF files for Quicken for Windows and Mac.

Convert a statement free 20 free pages / month · no card

Last updated

Quick answer

Export OFX for checking, savings and credit card accounts (rename to .qfx if Quicken asks) or QIF where required, then import via File › File Import.

Step by step

  • Export OFX (or QIF).
  • In Quicken choose File › File Import.
  • Pick Web Connect (.QFX/.OFX) or QIF.
  • Match to the right Quicken account and accept transactions.

Frequently asked questions

Is Quicken Simplifi supported?

Simplifi imports CSV files; use our standard CSV export.

At a glance

Export formats
OFX (QFX-compatible), QIF
Where to import
File › File Import › Web Connect / QIF

Try it on your own statement

20 free pages every month, every export format included.

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Convert your first statement in under a minute

20 free pages every month. No credit card. Every export format included.