Prepare transactions quickly in Excel and convert. Extract transaction data from CSV or Excel files from your bank.
Convert CSV/XLS/XLSX to QFX and import into Quicken.Follow the information below for the specific type of file you will be exporting and importing to learn how to make the switch. Import your finances from other personal finance apps or websites into SEE Finance by exporting your data to one or more QIF, QMTF, QFX, OFX or CSV file(s) and then import the file(s) into SEE Finance.