QFX Viewer: Complete Feature Guide & Reference
🏦 Open the QFX Viewer to explore every feature described in this guide.
Open OFX Viewer →Contents
What Is the QFX Viewer?
The FinancialDataTools.com QFX Viewer is a free, browser-based tool for opening and exploring OFX bank and brokerage statement files. It parses your file entirely inside your browser using JavaScript — no file is ever transmitted to any server.
The viewer is designed for financial analysts, accountants, and anyone who regularly downloads transaction data from bank portals in OFX format.
Try the OFX Viewer — runs entirely in your browser and never uploads your files.
Open the QFX Viewer →What Is a QFX File?
QFX (Quicken Financial Exchange) is the Intuit variant of OFX specification developed by Microsoft, Intuit, and CheckFree in the 1990s. Banks and brokerages use it to deliver downloadable account statements, transaction histories, and investment data. Most major financial institutions offer OFX downloads from their online banking portals under names like "Download Transactions" or "Export to Money/Quicken."
QFX files come in two structural variants:
- Legacy SGML format (QFX/OFX 1.x): Uses a tag-based structure similar to HTML but without closing tags. Each field is written as
<FIELDNAME>valuewith no closing tag required. - XML format (QFX/OFX 2.x): Fully conformant XML with proper opening and closing tags. Both formats contain the same financial data.
The viewer handles both variants automatically — you don't need to know which version your bank exports.
Supported File Formats
| Extension | Description | Common Source |
|---|---|---|
| .qfx | Quicken Financial Exchange file (Intuit OFX variant) | Bank and brokerage download portals |
| .qfx | Quicken Financial Exchange (OFX variant) | Banks providing Quicken-compatible downloads |
| .ofc | Open Financial Connectivity (older variant) | Legacy bank export systems |
The Toolbar
| Button | Function |
|---|---|
| Open File | Opens a file picker to select your OFX, QFX, or OFC file |
| Info | Opens the file info panel showing account metadata and column overview |
| Export | Opens the export dialog to download transactions in your preferred format |
| Search box | Global text search across all transaction columns simultaneously |
You can also drag and drop a file anywhere onto the viewer to open it.
Transaction Columns Explained
The viewer extracts the following fields from QFX transaction records (<STMTTRN> blocks):
| Column | OFX Field | Description |
|---|---|---|
| TRNTYPE | TRNTYPE | Transaction type: DEBIT, CREDIT, CHECK, DEP, PAYMENT, ATM, POS, XFER, INT, DIV, FEE, or OTHER |
| DTPOSTED | DTPOSTED | Date the transaction posted to the account, normalized to YYYY-MM-DD format |
| TRNAMT | TRNAMT | Transaction amount. Positive values are credits; negative values are debits |
| NAME | NAME | Name of the payee or counterparty as provided by the financial institution |
| MEMO | MEMO | Additional description or memo text associated with the transaction |
| FITID | FITID | Financial Institution Transaction ID — a unique identifier assigned by the bank |
| DTUSER | DTUSER | Date the transaction was initiated by the user (may differ from posting date) |
| CHECKNUM | CHECKNUM | Check number for check transactions |
| REFNUM | REFNUM | Reference number for the transaction as assigned by the institution |
Only columns that contain at least one non-empty value are shown. If your QFX file does not include memo text or check numbers, those columns are omitted automatically.
Sorting Transactions
Click any column header to sort the transaction table by that column. Click once for ascending order, again for descending, and a third time to return to the original file order. A small arrow indicator shows the current sort direction.
The TRNAMT column sorts numerically, so credits and debits sort correctly by dollar value rather than alphabetically. Date columns (DTPOSTED, DTUSER) also sort correctly in chronological order.
Filtering Transactions
Click the filter icon (funnel) in any column header to open the column filter panel. Two filter modes are available:
- Values mode: A checklist of all distinct values in that column. Useful for filtering by transaction type (e.g., showing only DEBIT or only CREDIT transactions), or by specific payee names.
- Conditions mode: Apply custom conditions such as amount greater than a threshold, description contains a keyword, or date begins with a year prefix. Up to two conditions can be combined with AND or OR logic.
Multiple column filters stack with AND logic. Active filters are shown as a pink badge in the stats bar; click it to clear all filters at once.
Global Search
The search box in the toolbar performs a real-time full-text search across all visible columns simultaneously. This is useful for finding a specific transaction by payee name, memo text, amount, or transaction ID when you're not sure which column the value appears in.
File Info Panel
Click the Info button to open the file info modal. This shows the total transaction count, number of columns, account ID (if present in the QFX file), currency code, and current balance. You can copy the column list as plain text for documentation purposes.
Export Options
| Format | Best For | Notes |
|---|---|---|
| CSV | Importing into spreadsheets or accounting tools | Properly quoted fields; UTF-8 encoded; NULL as empty string |
| JSON | Developers and data processing pipelines | Array of objects with QFX field names as keys |
| Excel (.xlsx) | Sharing with stakeholders | Frozen header row; auto-sized columns; includes attribution sheet |
| TSV | Tab-separated import targets | Useful when values may contain commas (e.g., payee names) |
Two export scopes are available: Filtered view exports only currently visible rows, and Full file exports all transactions regardless of active filters.
Privacy & Security
The OFX Viewer processes your file entirely inside your browser. No file content is ever transmitted to any server. Bank statement files contain highly sensitive data — account numbers, transaction histories, and balances — and the viewer is designed with that sensitivity in mind. Closing the browser tab clears all data from memory immediately.
Use Cases for Financial Data
- Bank statement inspection: Download your bank statement in OFX format and browse transactions in a clean grid without importing to Excel or accounting software.
- Transaction reconciliation: Filter by date range or transaction type to isolate specific activity for reconciliation against a ledger.
- Converting to CSV: Many tools accept transaction data as CSV but not OFX. The viewer lets you open an QFX file and export to CSV in a few clicks.
- Brokerage statement review: Investment account OFX downloads contain dividend, interest, and trade transaction records. Browse and filter these without opening a full portfolio tool.
- Data validation: Before importing OFX transactions into accounting software, use the viewer to verify transaction counts, check for duplicates by FITID, and confirm amounts are as expected.