Why Finance File Formats Matter
Banks, accounting software, and financial institutions use specialized file formats that are not compatible with standard spreadsheets. When you need to reconcile transactions, import data into QuickBooks or Tally, or review bank activity in Excel, you need to convert between these formats.
Convert CSV provides dedicated finance converters for each major format, plus a Finance File Converter hub that helps you find the right tool for your source and target format.
OFX and QFX (Open Financial Exchange)
OFX (Open Financial Exchange) is the most common format for bank transaction exports in the United States. QFX is Intuit's branded variant used by QuickBooks — it is functionally identical to OFX. Both contain account information, transaction dates, amounts, descriptions, and categories.
Use the OFX to CSV or QFX to CSV converter to turn bank exports into spreadsheet rows for reconciliation, budgeting, or import into accounting software that does not natively support OFX.
QIF (Quicken Interchange Format)
QIF is an older plain-text format used by Quicken and some other personal finance applications. Each transaction is a block of lines starting with codes like D (date), T (amount), and P (payee). QIF is simpler than OFX but less standardized.
Use the QIF to CSV converter to extract transaction data from Quicken exports for analysis in a spreadsheet or import into a modern accounting system.
IIF (Intuit Interchange Format)
IIF is a tab-delimited format used for bulk imports into QuickBooks. It supports not just transactions but also customers, vendors, accounts, and other list data. IIF files have a specific header structure that QuickBooks validates strictly.
Use the IIF to Excel converter to review IIF data in a spreadsheet before importing, or to extract specific record types from a complex IIF file.
Bank Statement PDFs
Many banks provide statements as PDF files rather than structured data exports. Our bank statement converters accept pasted or extracted text from PDF statements and parse transaction rows into CSV or Excel format. For best results, copy the transaction table text from the PDF and paste it into the converter.
- Copy transaction tables directly from the PDF text layer.
- Remove page headers, footers, and account summary sections before pasting.
- Review parsed dates and amounts in the preview before downloading.
- For scanned (image-only) PDFs, use OCR software first to extract text.
Choosing the Right Finance Converter
Start at the Finance File Converter hub to browse all available finance tools. Match your source format (what the bank or software exported) to your target format (what your next tool needs). Most workflows end with CSV or Excel for review, then import into the destination accounting system.