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The new Banktivity supports the importing of QIF, QFX, OFX, and CSV files iOS.
OFX2QFX is an useful utility to convert OFX files to QFX (Web Connect) format. OFX2QFX is an useful utility to convert OFX files to the Qfx format. Open your bank file in format you have and convert to Qfx format. Qfx format is Web Connect file to import into Quicken, Quicken 2015 for Mac, Quicken Essentials for Mac and Quicken online. OFX2QFX is a simple utility to convert OFX to QFX format compatible with many online and desktop finance applications. With this app you can combine multiple OFX files into single QFX file and load it once. Also the app allows you to view bank credit card transactions. 1- download the file from the bank as qfx. 2-save it in a place that you know. 3-in windows sitting make sure that windows show the extention like this (acc activity.qfx) 4- rename the file as ( acc activity.qbo) 5-open bank feed. And import the file.
If the file is accessible in the Files app, either on your device’s local filesystem or on iCloud Drive, then the Files.app can send the file right to Banktivity. You can also click on an import file in a Mail.app message and “Copy to Banktivity”
To send the file to Banktivity, just tap on it.
Either Banktivity will activate immediately, or you can use the share button (box with arrow) to send the file to Banktivity. Which of these happens depends upon what other apps may be installed that have told the iOS they could do something with the same file types. If Banktivity is the only app that recognizes the format, then it activates right away.
After the import file is sent to a data file, Banktivity activates in one of two modes:
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1. If there is already an open document active, Banktivity asks into which account you want to import the data.
2. If Banktivity’s documents browser is active, you will get an alert saying there is a new [OFX/QFX/QIF/CSV] available to import in any document. When you open your document, there will be a button under the accounts list that says “Import Available”.
The waiting import file will be removed when it’s imported, or it can be swiped to delete without importing.
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That’s it!
Note: CSV files cannot be imported into Investment accounts.
In a previous article we looked at a way to hack a QFX file (Quicken’s version of OFX) to trick Qucken for Mac into letting you import at file from a bank that doesn’t pay extra money to Quicken for Mac support. Here we are going to examine a few ways to automate that process.
Since OS X is based on a form of Unix you have access to many of the Unix command line tools. Specifically, OS X supports sed, which is a utility for manipulating text files. The following two sed commands will make the necessary replacements in a QFX file.
Here is a script that will make the changes to any number of files passed in on the command line. (Shown as an image to keep wordpress from mangling the code.)
You can download the script here: sed_script.txt
You can download the script here: sed_script.txt
By using automator, you can make it so you have the ability to option click on a QFX file and tell Automator to make the necessary changes.
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Here is an example of that that looks like in the automator application:
Once this is setup correctly, you should be able to option click on your QFX file and see the following menu item to Process QFX:
After seeing my original post, Matthew Ryan sent me the following email:
Mark – I wrote to you a couple weeks ago thanking you for your QFX for Mac article on your web site, and wondering if you had an automated solution. You were kind enough to send me a shell script that handles the task.
I took your script, and wrapped it up as an AppleScript that does the following:
1 – Uses your Unix command to edit the file with the WaMu ID.
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2 – Launches Quicken and imports the QFX file.
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3 – Automatically deletes the original QFX and converted version after the import.
I am attaching the AppleScript here for your review. If you have any comments or changes, feel free to make them. And if you wish to make this available for download on your site, I give you complete permission to do so with no restrictions.
![.qfx .qfx](/uploads/1/1/9/8/119875885/762249151.png)
Mac users have been screwed by Intuit for way too long, so I appreciate you effort in coming up with a solution to the issue. I’ve been using the AppleScript daily for a week now, and it’s really convenient. ?
— Matthew Ryan
You can download a zipped copy of his file here: QFX Convert You will probably need to tweak it to make it work on your system. Thanks Matthew!
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Between the Automator method and Matthew’s Applescript, you should be able to create a solution that minimizes any extra steps to import QFX files.
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A few readers have said they had problems getting this method to work with investment accounts. It is possible that you’ll need the bank id numbers from a bank with an investment account option to make it work. If anyone finds numbers that work, please feel free to leave them in the comments.