Quick Start: Download OFX/QFX Files
Easily download transaction files from your bank to import into DuoSpend.
What are OFX/QFX Files?
OFX (Open Financial Exchange) and QFX (Quicken Financial Exchange) are file formats used by banks to share transaction data. These files include your account transactions and balances in a structured format.
Find Your Bank Instructions
Start typing your bank name to find download instructions
We have instructions for 51 major banks and credit unions
General Steps
- 1Log into your bank's online banking site.
- 2Go to "Account History", "Statements", or "Download" section.
- 3Select the account and date range to download. (Note: Most banks limit how far back you can download - check your bank's policy)
- 4Choose "OFX", "QFX", or "Quicken" as the file format.
- 5Download the file to your computer.
Troubleshooting
Can't find OFX/QFX download option?
Try looking for "Export", "Download transactions", "Account activity", or "Quicken" options. Some banks place this feature in different locations.
File won't open or import?
Ensure the file has a .ofx or .qfx extension. If your browser adds extra extensions like .txt, rename the file to remove them.
Bank doesn't support OFX/QFX?
Some smaller banks or credit unions might not offer OFX downloads. Contact your bank's customer service to ask about transaction export options, or consider manual entry for those accounts.
Ready to Get Started?
After downloading your OFX/QFX files, sign up for DuoSpend to start importing your transactions.
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