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BookkeepKit

Convert a Bank CSV to QIF

QIF is the older Quicken format that many personal finance and small business programs still import. Turn a bank or card CSV into a QIF file with dates, amounts, payees, memos and categories.

Drop a bank CSV or Excel file here

From online banking, a card portal or your own spreadsheet.

Processed in your browser. Your files never leave your computer.

How it works

  1. 1

    Drop the CSV or Excel file

    Columns are detected; adjust them if needed.

  2. 2

    Review the transactions

    Fix dates, descriptions or amounts in the table.

  3. 3

    Download QIF

    Import it into Quicken, Moneydance, GnuCash, Banktivity or another program.

What's in a QIF file

A QIF file is plain text. It starts with the account type (!Type:Bank or !Type:CCard), then one block per transaction: D for the date, T for the amount, P for the payee, M for the memo, N for a check number, L for the category, and ^ to close the transaction.

Importing

  • Quicken for Windows: File > File Import > QIF File, then pick the account.
  • Quicken for Mac: File > Import > Bank or Brokerage File.
  • GnuCash: File > Import > Import QIF.

QIF files have no transaction IDs, so importing the same period twice creates duplicates. Check dates before importing, or remove repeats with the duplicate finder.

Common import problems

  • Amounts with the wrong sign: in QIF, money out is negative. If your CSV has separate debit and credit columns, map both in the review step and the signs are set for you.
  • Categories that don't exist yet: most programs create them on import or ask you to match them. Use the exact category names from your file to avoid near-duplicates like "Office supplies" and "Office Supplies".
  • Dates read with month and day swapped: the file uses MM/DD/YYYY. If your program is set to a European date order, change its import setting or its regional format first.

Frequently asked questions

QIF or QFX?

Current Quicken versions prefer QFX (Web Connect) for bank accounts: use CSV to QFX. QIF is the right choice for programs that only import QIF, for older Quicken versions, and for files with categories you want to keep.

Are categories included?

Yes. If your CSV has a Category (or Account) column, its values are written as QIF categories.

Which date format does the QIF use?

MM/DD/YYYY, which US versions of Quicken and most other programs read correctly.

Can I convert a credit card export?

Yes. Set the account type to Credit card in the review step and the file is written as a card account (!Type:CCard).

Is the file uploaded?

No. It's converted in your browser.

Can I include transfers between accounts?

QIF writes transfers as a category in square brackets, like [Savings]. Put that value in the Category column and the program records it as a transfer.

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