QFX Viewer Online

Inspect Quicken QFX statements instantly in your browser. No uploads. Just drop, explore, spotlight anomalies, and export filtered CSVs faster than legacy competitor tools.

QFX file analysis toolkit

Snapshot & exports

Transactions

Parsed QFX transaction list
Posted Type Description Amount Balance ID

About QFX Viewer Online

QFX Viewer Online is a privacy-first, browser-native analyzer for Quicken Financial Exchange files. Competitor tools often feel heavy or require uploads. This experience is tuned for speed under two seconds, readable typography inspired by Kadence layouts, and friction-free workflows for bookkeepers, fintech analysts, and anyone performing account audits. Transactions, balances, and memo fields remain in your browser’s memory, giving you the confidence to upload even sensitive statements without risk.

Beyond raw viewing, the tool automatically surfaces suspicious entries using the Smart Spotlight engine. By comparing every transaction against the rolling mean and standard deviation, the system flags two-standard-deviation outliers, so you can zero in on unexpected refunds, surprise fees, or duplicate payments before exporting a sanitized ledger.

How to Use the Viewer

Start by dragging a QFX or OFX file onto the drop zone or paste the raw SGML into the editor. Hit “Parse QFX Now” to generate the dashboard instantly. Use the keyword search to filter by payee, memo, or transaction ID, then refine by date range, type, or minimum amount. Toggle the Smart Spotlight checkbox to focus on anomalies in one click.

Once the grid matches your criteria, copy the executive-ready summary, export a filtered CSV, or create an encrypted permalink. The permalink encodes your statement locally, so you can reopen the same dataset offline or share it over a secure channel without sending the file through external servers.

Productivity Tips

  • Use the built-in demo file to practice your review workflow and verify your keyboard navigation before loading sensitive data.
  • Combine the minimum amount filter with anomaly mode to instantly reveal high-value transactions that warrant reconciliation.
  • After exporting to CSV, upload the file into Google Sheets or Excel with a pivot table to uncover category trends or quarter-over-quarter swings.
  • If you work across devices, copy the secure permalink and reopen it on any browser that supports JavaScript to pick up right where you left off.

FAQs

Is my QFX data uploaded anywhere?

No. Parsing happens entirely within your browser using JavaScript. Nothing leaves your device unless you choose to share the optional encrypted permalink.

What makes Smart Spotlight different?

Smart Spotlight benchmarks each transaction against your statement’s statistical norms. Any entry above two standard deviations is highlighted automatically, revealing anomalies in milliseconds.

Can I export only filtered results?

Yes. The “Export filtered CSV” button respects every active filter, giving you a clean dataset for reconciliation or upload into bookkeeping apps.

Does the tool handle OFX files?

Absolutely. OFX and QFX share the same SGML structure, so you can load either extension and enjoy the same instant analysis.

 

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