Turn a Quicken file into a CSV
Some brokers will only give you a .qfx. This turns one into a
spreadsheet you can read, check, and import — without it leaving your computer.
If your broker's only export option is "Download to Quicken", you end up with a file no spreadsheet will open. Drop it below and you will get back the six-column CSV FolioBright reads. Your file never leaves this computer — the conversion runs here, in this tab, and no copy of it is sent anywhere.
Drop your file here, or click to choose one
.qfx · .ofx · .qif — read in your browser, never uploaded
What it can and cannot do
A Quicken export identifies your holdings by CUSIP — a nine-character security number — and keeps the ticker symbols in a separate list at the top of the file. Most brokers include that list, and then everything resolves cleanly. Some omit it, and then the file genuinely does not record what you own, only anonymous identifiers.
When that happens this page tells you so and converts nothing. It would be easy to hand back
a CSV with 037833100 where AAPL should be — it would even import
without complaint — and you would be left with a portfolio of holdings nobody recognises. A
clear no is more use than that.
Two other things worth knowing. A .qfx downloaded from a checking or credit
card account contains no securities at all, and will be turned away with an explanation
rather than a blank file. And share transfers between accounts carry no price in the
file — Quicken does not record what you originally paid — so those rows come through without a
cost basis for you to fill in.
Then what
Open the CSV and read it. It is the same six columns as the FolioBright standard format: date, action, symbol, quantity, price, amount. If something looks wrong, it is a spreadsheet — fix it before you import rather than after.
If you already use FolioBright, bring it in the ordinary way: Import CSV → Transaction history, one account per file, as always. If your file also produced a positions CSV, that one goes in under Import CSV → Current holdings. A position list carries no cost basis — no broker puts one in — so you will be asked for it, which is the honest outcome rather than a portfolio quietly showing every holding at break-even.
If you do not, you are still ahead: your own records are now in a format nothing can lock away again, and they are yours to take anywhere. Worth knowing what a CSV still cannot answer, though, because it is usually the reason people go looking for one. What is the whole thing worth today. What has it actually returned once your own deposits and withdrawals are accounted for. How much income has it paid. What would you owe if you sold. A spreadsheet can be made to approximate some of that, and it most often gets performance wrong — time-weighted and money-weighted returns are genuinely hard, and every row you add is another chance to break a formula you will not notice is broken.
That is the part FolioBright does, and the two files this page just gave you are precisely what it wants: the history for cost basis, income and returns, and the snapshot for what you hold right now. Your data stays yours either way — you can export all of it back out, in the same six columns, whenever you like.
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