Bank statement PDF to QIF for Quicken
QIF is the older text format Quicken and many money apps still import. Get one from your PDF statement, with dates, amounts and payees.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
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Your statement never leaves your device
How to do it
- Download the statement as a PDF from online banking.
- Choose the file here and look at the check line: if the balances add up, no transaction is missing.
- Click "QIF".
- Import the file in your app: in Quicken for Mac, File › Import › QIF File; in GnuCash, File › Import › Import QIF.
Tips
- Dates are written as MM/DD/YYYY, the way Quicken reads them.
- A credit card statement is saved as a credit card account (CCard), a bank statement as a bank account.
- When the PDF has several accounts, each gets its own account block in the file.
- QIF has no transaction IDs: importing the same statement twice adds its transactions twice. For repeated imports, OFX is safer.
Questions
Quicken for Windows does not accept the QIF file in my checking account. Why?
Recent Quicken for Windows versions only import QIF into some account types. Download OFX instead, or import the QIF into a new cash account.
QIF or OFX?
OFX if your app reads it: it carries transaction IDs and the ending balance. QIF for software that only reads QIF.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and writes the file on your device. Nothing is sent to a server, and there is no account to create and no page limit.
Does it work with a scanned statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.