OFX2QFX Convert is a single-step financial data translation utility that reformats standard OFX (Open Financial Exchange) files into QFX (Quicken Web Connect) format. This software is essential for importing bank or credit card transaction data into personal finance programs like Quicken when your financial institution only provides standard OFX downloads.
Note: While there are a couple of popular developers offering this tool (such as ProperSoft and MoneyThumb), their installation processes share identical requirements. Requirements & Preparation
Java: Both the Windows and Mac installers require Java runtime environment to operate.
Quicken Setup: Ensure the specific account receiving the data in Quicken is temporarily disconnected from online services to allow manual file importing without conflicts. Download & Installation Steps For Microsoft Windows
Download: Obtain the OFX2QFX.exe installer file from a certified vendor library like Soft112 or the developer’s official page.
Execute: Double-click the downloaded setup file to launch the installation wizard.
Java Check: If Java is missing on your computer, the setup program will automatically prompt and download it during installation.
Finish: Complete the wizard prompts to place the software shortcut on your desktop. Download: Download the OFX2QFX.dmg disk image file.
Mount: Double-click the .dmg file in your downloads folder to open it.
Install: Run the inner installer app to add the utility to your Applications directory. (Java will be pulled automatically if required). Entering License Information
If you are upgrading from the free trial version to a full license:
Automatic Method (Windows): Copy the license file (ofx2qfx.lic) directly from your confirmation email and paste it inside the main application folder (typically located at C:\Program Files (x86)\MoneyThumb\ofx2qfx Convert).
Manual Method (Windows & Mac): Launch the program, click the License button, and copy/paste your registration code string directly into the dialogue text box. How to Convert and Import Your First File
Open File: Launch the tool and drag your bank’s .ofx file directly into the application drop zone.
Review Transactions: Verify dates, deposits, and withdrawals on the interactive screen before finalizing.
Set Bank ID: Adjust the INTU.BID value if needed (this matches the bank name label inside Quicken; leaving it as the default “Wells Fargo” code still works seamlessly).
Convert: Click Convert. The tool will automatically output a corresponding .qfx file into the exact same source folder.
Import into Quicken: Open Quicken, navigate to File > File Import > Web Connect (.QFX) File, and select your new file. ofx2qfx Convert | Help – MoneyThumb
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