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Default Converting XLS file to QIF or to OFX

How do I safely and securely convert an excel file (xls) to a QIF or OFX file?
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Thumbs up Answer: Converting XLS file to QIF or to OFX

Converting an Excel file to QIF or OFX format
  1. Open the Excel file that you want to convert to QIF or OFX format.
  2. Ensure that the data is organized in columns and rows.
  3. Save the Excel file as a CSV file by clicking on "File" "Save As" "CSV (Comma delimited)".
  4. Use a conversion tool such as CSV2QIF or CSV2OFX to convert the CSV file to QIF or OFX format.
  5. Save the QIF or OFX file to your computer.

You can now import the QIF or OFX file into your financial software or online banking platform.
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Default Converting XLS file to QIF or to OFX



"dreamchaser" wrote:

How do I safely and securely convert an excel file (xls) to a QIF or OFX file?


In Excel, save the file to CSV and ustilise iCreateOFX Basic from:

http://icreateofx.co.uk/Convert-CSV-to-OFX

to convert the saved CSV file to OFX.
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Originally Posted by dreamchaser View Post
How do I safely and securely convert an excel file (xls) to a QIF or OFX file?
CSV2QIF at http://www.csv2qif.com/ converts CSV files ("Save as" from Excel) to the QIF format.
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Default Converting XLS file to QIF or to OFX

On Sunday, June 6, 2010 4:18:20 AM UTC+1, dreamchaser wrote:
How do I safely and securely convert an excel file (xls) to a QIF or OFX file?


1. for converting investment / brokerage csv and qif to ofx - iCreateOFX Investment from: www.icreateofx.co.uk/invest.php
2. for bank current & savings plus credit-card csv and qif to ofx - iCreateOFX Basic from www.icreateofx.co.uk/basic.php
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