ConvertToOFX

ConvertToOFX is a Windows program that attempts to convert Quicken QFX files to an OFX format that is compatible with Microsoft Money. It is free and open source. Download the latest version here.

Currently, it works with many variations of QFX files, which are known under several names: "Quicken file" or "Quicken Web Connect" or "Quicken Direct Connect".

Download

ConvertToOFX can be downloaded from GitHub: https://github.com/jtg-github/ConvertToOFX/raw/master/ConvertToOFX.exe (If download does not work, try: Mirror)

How To Use (Step By Step Instructions)

1. Open a QFX file using this program. You can use your web browser's "Open with" feature to select this program when opening a QFX file from the internet. It will automatically display in the left window pane.

Alternatively, if you have a QFX file saved locally, click "File" and then click "Open..." and select the file you wish to open.

2. Convert the QFX to OFX by selecting "OFX Actions" from the menu and then "Convert". If it encountered any issues, it will display messages. A lot of issues can be ignored but are displayed just in case.

3. Inspect the output in the right window pane. This will be in XML. Most of the time you won't need to change anything, but if you see something wrong, go ahead and modify it.

4. Send to the Microsoft Money Import Handler by clicking "OFX Actions" from the menu and then "Send to Import Handler".

How It Works

ConvertToOFX works by editing the file in several ways. QFX files are a variation of OFX files. However, Microsoft Money stopped development around 2010 and does not support the latest formats. So the QFX files are modified to remove extra elements that would otherwise cause trouble for Microsoft Money.

After the file is automatically converted, you can manually inspect and edit the file if you want to. Then, you can either save the file or call the Microsoft Money Import Handler to import the file. The Import Handler can be called from this program, or by manually opening an OFX file with the Import Handler program.

Contact

Did you find any bugs? I cannot guarantee that I can fix all bugs, but you can contact me here: Contact. Better yet, open an issue on GitHub (but do not post any sort of sensitive information there!).

In order to fix bugs, I need a copy of the QFX file that you are encountering problems with. This file may contain sensitive information. If it does, please scrub any sensitive information when contacting me. Alternatively, you can leave an e-mail address for me to contact you at and such files can be sent through e-mail.

I can't guarantee that any bugs will get fixed.

About / Source Code

It is free and open source because so many other people contributed their time and energy into other tools and libraries that I have found useful. In continuing with that tradition, I hope you find this tool useful.

The source code can be found on Github: https://github.com/jtg-github/ConvertToOFX

If you are a C++ or Windows Developer and want to add features, see the Developer README for tips before submitting a Pull Request: https://github.com/jtg-github/ConvertToOFX/blob/master/Developer-README.md. Or, you can fork the project.

Future Ideas

Here are some features I was not able to add yet:

• Find a way to persist changes to the location of the Money Import Handler (maybe use an INI file?). Right now, the user must change the location manually every time.
• Check if there is a new version available and let the user know to update.
• The problem I ran into here was that I want to do it asynchronously. Microsoft's Async HTTP code is horrible. I worried that I would introduce crash conditions with such code. I scrapped it because this is not vital functionality and the risks were worse than the benefits.
• Add an option to convert XML tags to uppercase (and persist that option)
• Add logic to run this from the command prompt and disable all MessageBox prompts (like a "batch" mode)
• Add parsing for other statement types. Need to investigate what types Money supports.
• Add the ability to encrypt and submit un-parseable files (with explicit user permission in each case) so that I can inspect them and fix bugs.

Other Resources

Here are a few other resources that may be helpful in using Microsoft Money:

• Money MVPs: A Wealth of Information on MS Money Internals: http://moneymvps.org/
• Microsoft Money Social Forum: https://social.microsoft.com/Forums/en-US/home?forum=money

1. Last Updated: November 13, 2019:
• Initial Version