Portable Bank2QFX

Portable Bank2QFX is a lightweight software application whose purpose is to help you convert bank and credit card files to QFX format.

Portable counterpart

This is the portable version of Bank2QFX, which means you can deploy it on your system without having to go through installation steps.
You may also store it on USB flash drives and run it on the target computer without administrative privileges. It does not write entries in your Windows registry, so you can uninstall it with a simple deletion task.

Clean feature lineup

You are welcomed by a well-structure suite of features. Files can be added in the working environment using the built-in browse button (you cannot rely on the drag-and-drop support). You cannot access a help manual, only some online tips are revealed about how the program works.

Conversion options

Portable Bank2QFX is able to convert various types of bank and credit card files, namely OFX, QIF, QBO, ASO, OFC, QFX, QBX, to QFX file format.
The tool shows detailed information about transactions, such as account name, date, payee, amount, split, balance, currency, memo, reference, record type, account type, and filename.

Configuration settings

Portable Bank2QFX gives you the possibility to map source account names to account IDs, adjust the date format of the QIF files, set the currency, perform split transactions separately, and clear the working environment before loading another file.
When it comes to output settings, you are allowed to specify the bank ID or keep it as in source, and select the account type (checking, credit card, savings, credit line).

Bottom line

All things considered, Portable Bank2QFX eases the task of converting bank and credit card files to QFX format without having to spend a lot of time tweaking the entire process.