Convert QIF files to QFX/OFX format for Quicken import
Project description
qif-to-qfx
Convert QIF transaction files to QFX (Web Connect) format for import into Quicken Mac.
Install
pip install qif-to-qfx
Why
Quicken Mac can only import QIF into new accounts. To import into an existing account, you need QFX format. This tool converts QIF → QFX in one step, handling common problems along the way:
- Strips split lines — PayPal adds $0 "Fee" splits that cause Quicken to show "Split" instead of the category
- Auto-balances — generates offsetting entries so the file nets to $0.00 (needed for PayPal-style exports)
- Adds missing headers — some QIF exports omit the
!Accountblock Quicken requires - Deduplicates — combine multiple overlapping QIF files without duplicate transactions
Usage
# PayPal export (auto-balances unmatched subscriptions)
qif-to-qfx ~/Downloads/Download.QIF ~/Downloads/PayPal.qfx --org PayPal
# Bank export that already balances
qif-to-qfx ~/Downloads/Bank.qif --no-balance --org "My Bank"
# Combine multiple files (deduplicates overlapping transactions)
qif-to-qfx jan.QIF feb.QIF mar.QIF -o combined.qfx --org PayPal
# Zip file containing QIF exports
qif-to-qfx ~/Downloads/exports.zip -o combined.qfx --org PayPal
Options
| Flag | Description |
|---|---|
-o FILE |
Output path (required for multiple inputs) |
--no-balance |
Skip auto-balancing |
--org NAME |
Institution name in QFX header (default: "Import") |
--acctid ID |
Account identifier (defaults to --org value) |
If -o is omitted with a single input, writes to <input>-clean.qfx.
Import into Quicken
- File → Import → Web Connect (.QFX)
- Change Action to "Link to existing account"
- Select the target account
- Accept All
Claude Code Skill
This is also a Claude Code skill. Install it with:
/plugin marketplace add manishie/qif-to-qfx
Then just ask Claude: "Convert my PayPal QIF download to QFX for Quicken."
Tested With
- PayPal QIF exports (handles double-entry balancing, subscription mismatches)
- Quicken Mac import (QFX/Web Connect)
Should work with any QIF source. Open an issue if you find one that doesn't.
Requirements
Python 3.6+. No external dependencies.
Author
License
MIT
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