CSV2QIF Converter (for Quicken®)

Convert .CSV files from your bank, credit card, or brokerage firm to .QIF files (suitable for Quicken).

  • Instant, One-Step Conversions: Runs conversions with the single click of a button.
  • Straightforward Interface: Employs a user-friendly platform that is simple to use, even for people with no experience in computer software.
  • Worldwide Functionality: Delivers both U.S. and European date formats.
  • Customized Conversions: Flexible conversion of selected .CSV data with our intuitive Preview Mode.
  • Advanced Security: Runs on your desktop without requiring uploading, downloading, login information, or direct access to your accounts.
  • Comprehensive: Process bank accounts, credit card accounts, brokerage accounts, asset and liability accounts, account lists, stock lists, stock prices, splits, tags, and memorized transactions.

What else can I do with CSV2QIF?

  • Download transactions from banks, credit card companies, or brokerages that do not support .QIF formats (or Quicken Direct Download).
  • Import transactions directly into Quicken or another financial application.
  • Edit transactions with Microsoft Excel® or another spreadsheet program, and then import selected transactions (up to several years of data, not just 90 days) into Quicken.
  • Load stock price data, categories, payees, security lists, and tag lists from Microsoft Excel®, or another spreadsheet program into Quicken
  • Run automatic conversions as part of a script..

CSV2QIFScreenshot

Why import .QIF rather than .QFX?

  • Import account lists, category lists, tag lists, memorized transactions, security lists, and security prices.
  • Assign categories, tags, and splits to transaction in the .CSV file.
  • Import multiple accounts from a single .CSV file.
  • Import into any account, even for financial institutions that Quicken download does not support.

Can I try it first?

  • Yes. CSV2QIF is free to download and try. The trial version will write up to 10 transactions to the .QIF file.
  • Or try it right now in your browser and see the results with Run Live.

Free Downloads

From our new site at moneythumb.com!
  • CSV2QIF.EXE – Full install for Microsoft Windows® platforms.
  • CSV2QIF.DMG – Full install for Mac OS X®.
  • CSV2QIF ZIP – Portable .ZIP file to be extracted, suitable for any platform with Java (e.g., Microsoft Windows®, Mac OS X®, Linux®, Unix®, and others).

Software Requirements

This will take you to our new site:
moneythumb.com!

Quicken is a registered trademark of Intuit Inc. Excel is a registered trademark of Microsoft Corporation.

Last modified July 29th, 2014