Convert a bank statement PDF to QIF

Upload a PDF or scanned statement and download a Quicken Interchange Format file. QIF is the oldest and simplest format on this list, and that is why people still ask for it. Almost every desktop finance tool reads one, and nothing about the format is licensed.

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QIF file · shape

No header row

The older, simpler format, and the only one that merges.

A section header naming the account kind, then one block per transaction, each with a date, a signed amount, and a payee, closed by a caret. A QIF carries no account block and no statement period. That is the format's weakness, and it is also why this is the one accounting file here that takes several statements at once.

Approve a document and download the QIF. Downloading an accounting file needs a paid subscription.

How to get the file

Upload the statement

Any bank or card statement, digital or scanned. Balances are reconciled before the document is marked clean, so the transactions you import are transactions that added up.
Download the QIF

A section header naming the account kind, then one block per transaction with a date, a signed amount, and a payee.
Pick the account, then import

Your tool asks which account the file belongs to, because a QIF does not say. That is the format, not the export.

Import notes

Review the file limits and import requirements.

This is the export that merges

Select several statements and you get one file. QBO and OFX both declare their account and period once at the top and have nowhere to put a second statement; QIF declares neither, so several fit. Card statements and bank statements land in separate sections of the same file, because the header is the only place QIF says which kind an account is.

There is no account identity inside a QIF

No account number, no institution, no statement period. That is why importers ask you to choose the account first, and why a QIF cannot match a re-imported transaction the way an OFX file can. Import an overlapping period twice and you get the rows twice.

Credit card statements use a different section header

An asset account is written as a bank section and a liability as a card section. Getting that wrong inverts every sign on import, so it is taken from the balance direction LedgerBox already determined rather than guessed at export time.

Planned format checks

LedgerBox will add the format after it can create and import the file in your desktop tool. The transactions must import with the correct values.

QIF export FAQ

How do I convert a bank statement to QIF?

Upload the statement PDF, review anything that came back flagged, approve it, and download the QIF. Your finance tool will ask which account it belongs to, because no QIF file names one. Downloading an accounting file needs a paid subscription.

Can I put several statements in one QIF?

Yes, and this is the only accounting export here that allows it. Select the documents and export once. Bank and credit card statements are written into separate sections of the file so the signs stay right.

Should I use QIF or OFX?

OFX, unless your tool will not take it. An OFX file carries the account, the statement period, and a stable id per transaction, so a repeated import matches rows instead of duplicating them. QIF carries none of those. Use QIF when you need several statements in one file, or when OFX is refused.

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Available and planned export formats. See all thirteen, grouped