How to Convert CSV to QIF or OFX

By Alizarin Black

A CSV stands for comma separated value, and it is a text file containing tabulated data. The tabulated data is split into columns and rows. Open Financial Exchange, which creates files with an OFX file extension to transfer your financial information between other systems. A QIF is a Quicken software data file containing text, and the file is transferred to other the Quicken software program. If you want to convert your CSV file to open in financial software programs such as Microsoft Money, Quicken and QuickBooks, convert the file with an OFX or QIF converter.

Convert CSV to QIF

Step 1

Download, install and open QIF/Excel to OFX Converter.

Step 2

Press "Import" to load a CSV and then press "Open."

Step 3

Press the "QIF" in the "OFX Export" section to select the file format you want to convert the CSV file to.

Step 4

Open Quicken and import the QIF file. Make sure the QIF file has converted properly for use in Quicken.

Convert CSV to OFX

Step 1

Download, install and run Delimited Text to OFX Converter.

Step 2

Enter your ID or credit card number associated with your financial statement, and then enter your monthly balance in the fields provided.

Step 3

Click "Open" to load a CSV to Text to OFX Converter. Delimited Text to OFX Converter converts the CSV to OFX automatically. Your financial software program should load once the conversion process is completed.