Group By, Count, Sum, Min, Max, and Average Columns in QFX Data

Group by, count, sum, min, max, and average columns in your Quicken Financial Exchange data quickly

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Summarize Data

This tool lets you group rows in your Quicken Financial Exchange file based on the values in one or more fields--similar to the SQL GROUP BY operation. It’s perfect for summarizing data by category, generating totals, counts, or averages, and reducing large datasets into meaningful aggregates. You can group your data by any column--such as product type, location, or date--and apply functions like sum, min, max, or count to the grouped results. Whether you're analyzing survey responses, sales records, or logs, this tool helps you turn raw data into structured insights without writing any code.

Quicken Financial Exchange

QFX (Quicken Financial Exchange) is Quicken's branded flavour of OFX: a .qfx file is an Open Financial Exchange document carrying a few extra Intuit fields that identify the financial institution to Quicken. Banks offer it as the "download for Quicken" option alongside CSV and PDF statements.