Frequently Asked Questions

How to convert CSV to QIF

OPTION 1: Free conversion

You can use a free web app that converts your CSVs to QIF or QFX files. Here's how to use that app: Once the link opens -

     Step: 1 Scroll to the bottom and click on "I want to use the legacy site"

     Step: 2 Click on "Convert now" Step :3 Choose the CSV file

CSV file formatting- Step 1: List all your transactions in a CSV file

• Make sure that your CSV file has the correct column headers/titles. These should be:

• Date (MM/DD/YY format)

• Transaction Title

• Amount: The amount is where things get a little particular...

  • All amounts (regardless of debit or credit) should be in a single column titled "Amount"

  • Debits should be denoted by a - (negative sign) before the amount (for example -1500 or -99.99)

  • Do not use dollar signs or commas but you may use decimals (for example $25,000.95 would be 25000.95, a debit would be -25000.95)

• Category (for expenses.)

  • Please be sure that the categories you're using in your CSV already exist in LessAccounting.You can check by going ot DATA & SETTINGS > Settings > Expenses Categories. You can add custom categories here as well.)

  • Categories should not include ampersands (&). Please use the word "and" instead.

OPTION 2: Paid conversion

You can pay for a desktop app that converts your CSVs to QIF or QFX files. We recommend this one. With this app you can:

• Convert converts bank, credit card transactions (CSV, Excel, TXT) to QFX format reviewing all transactions before converting

• Use it to view your original transaction files (this is a free option, no purchase required)

• Combine multiple CSV, Excel, TXT files into a single QFX file and load it once

• Automate conversion using command line mode (csv2qfx.exe input.file output.QFX)