Convert BNY Mellon Statement to Quicken — Step-by-Step Guide

BNY Mellon PDF statement: Convert bank statement PDF to QFX for Quicken. Import via File → File Import → Web Connect. Works with Quicken Deluxe, Premier, Home & Business. Free.

Output format: Quicken (.qfx)

Supported account types: Institutional Custody Accounts, Cash Management Accounts, Treasury Services, Corporate Trust

How to Convert

1. Log in to bnymellon.com and download your statement as a PDF
2. Upload the PDF to Bank Statement Converter
3. Select Quicken as the output format and click Convert
4. Download your .qfx file — ready in under 20 seconds

Other formats: BNY Mellon to Excel · BNY Mellon to CSV · BNY Mellon to QuickBooks · BNY Mellon to Xero · BNY Mellon to Google Sheets

Frequently Asked Questions

What is QFX format?

QFX (Quicken Financial Exchange) is the file format Quicken uses for bank transaction imports. It is based on the OFX standard and contains structured transaction data including dates, amounts, and memo text that Quicken reads directly.

What versions of Quicken support QFX import?

All current Quicken versions support QFX import: Quicken Starter, Deluxe, Premier, Home & Business, and Quicken Classic for Mac. The import path (File → File Import → Web Connect File) is the same across all versions.

Can I import historical bank statements (from years ago) into Quicken?

Yes. There is no date restriction on QFX imports into Quicken. You can import statements from any year as long as you have the original PDF. This is useful for building a complete transaction history in Quicken.

What if my bank doesn't offer direct Quicken connectivity?

Many regional banks and credit unions do not offer direct Quicken download. Bank Statement Converter fills this gap — download your bank statement PDF and convert it to QFX for manual import into Quicken.