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Thanks so much for this tool. It's the best one I've found so far for converting csv files to OFX and QFX. Really quick and easy with a great user interface. One tip for other users - if your institution provides csv files with a currency symbol (eg '£' or '$'), you'll need to 'find' and 'replace' it with a blank space in order for the tool to recognise the figures as numbers.
Coop Banking Business do not make life easy if you use Money. It took a while to get the software running, but I can now convert my bank downloads without too many errors to .QIF. Saves me a lot of time.
I have failed to use the application on your site succesfully. When I try to import the QIF file into Money, I get an error and no transactions are imported. I also have a question regarding the securityof your program. Are there any advantages (being an online application) against desktop applications like iCreateOFX (www.icreateofx.com) in terms of the security of our data?
I hoped this was going to be a lifesaver for me, since my bank only offers CSV, which most budgeting tools don't accept. But I'm having one kind of major problem - it's not processing negative numbers. All my transactions, whether positive or negative, come out as positive in the QIF. Advice?
Fantastic. There has long been a need for this and the only plugin I've found for Excel has lots of issues. This was a great help for me to get 1000's of transactions from Paypal to Quicken (Paypal's export to QIF appears to be dysfunctional). Kudos+++
Very useful. I had to do a little manual editing of my csvs, because my bank adds a comma separator for thousands (of mexican pesos, it's not like a have a lot of money). So those had to be manually removed. Also, my bank exports dates as "May" which is good and your system does get it, but "Abr" for Abril (Spanish for April) which I had to change. However, after those edits, OFX output was spot on, and clearcheckbook.com imported it flawlessly. So thank you for all your hard work on this tool. It's awesome.
I posted a long comment in "issues" bc I had some workarounds to share, but just to leave feedback in it's proper place here's my general experience (and you can get details in my other comment, same date) After looking around a bit I chose csvconverter as one of the steps in getting my MSMoney transactions, account by account, from my PC to my Quicken Essential for Mac program, which doesn't support QIF files. After some playing around I learned ***what to do with my CSV file*** - this is key, people! - so it mapped well in the converter. Once that happened I was able to use another software (QIF@QFX, unrelated to this site) to convert the new QIF to a QFX and import to Quicken. The transactions look beautiful in Quicken, have just lost some parts of some memo fields. (There were so many steps along the way, the loss could be from many other programs, not necessarily csv converter.) Finding this site was very helpful. I have 7 years back tax returns to prepare for a friend. I was thinking I have to manually enter these transactions, or track a hodgepodge of transactions in excel and the others in quicken - pain in the *** :-) Next I am going to try to get my paper PDF statements scanned and converted into a csv, then convert to QIF using this site! THat would be awesome! (Here's instructions for the curious http://www.ehow.com/print/how_12109720_convert-pdf-ofx.html) CSV is the "universal language" that allows these other formats to talk to each other - so I'm very glad someone took the time to create a good csv conversion tool. Thanks!
Hi J Thanks for sharing, I am sure other people will benefit. I am planning to add some documentation and some videos explaining how to use the mappings efficiently but time is been an issue...
Also would it be possible to have it remember your map settings - perhaps as a paid offering.
We are working on a new version of CSV Converter, which will allow users to save different mappings, store the user's country code and more... We will keep you informed.
Hi Great tool. would appreciate the country to be included in the mapped profile as I have to keep selecting this.
Thank you so much for this service. I saves me so much time. kb
This tool is so awesome. My bank made a change to their website a year ago and the download function stopped working. I can't believe I can upload this information into money again! Thank you!!!!
Thanks ever so much for saving my day (more like weeks and weeks!) One thing I would need would to be able to see the COMPLETE file name in the "enter filename" dialogue. The truncated version is problematic and there is plenty of space for it, so maybe easily "fixed"? Also could you make download automatic when user clicks on "output type" button? (The "do you want to save mapping" dialogue could occur only at the beginning and should not be seen at all when user has already selected a saved mapping)
Hi, thanks for the suggestions. Noted. Regarding the "enter filename" dialogue, can you please send me screenshots. You can create an issue in http://www.csvconverter.biz/project/issues and attach the image of the original filename and the truncated.

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News

News

Released the new version of April 2010.

  • New interface with colorful dropdown selectors;
Bugs and issues

Known issues

We are experiencing some difficulties importing certain Date fields due to incompatibility of date formats.