Command Line Usage

To use the converter from the command line, run it with “java -jar”

For example to list the options

java -jar MTConvertServerFull.jar -–help

Options

--account, -a

Account number to process. Either a match for ending digits of account number, or sequence
number: -1 for all, 0 to ignore, 1 for first account, 2 for 2nd etc
Default: 1

--combinelines

Flag that multiple description lines in transaction should be combined into one string. If not set, then subsequent lines are considered to be part of the transaction memo.
Default: false

--extension, -e

Output format extension (csv, ofx, qfx, qbo, qif)

--eudates

Flag if should read EU date format dd/mm/yy, otherwise uses default of mm/dd/yy.
Default: false. Note that for dates like dd-mmm-yy the flag is ignored.

--file, -f

Input file name of the PDF file to be converted

--fixedcolumns

Flag for csv or JSON output, create a fixed column layout, rather than use the column layout from the PDF statement.
Default: false

--help

This help list

--html, -h

Flag that log file should be created in html format(true) or text (false)
Default: false

--json

Flag that a json file should be created with the summary. If the objects/pojo option is set the JSON will also include individual transactions
Default: false

--license, -l

License code String. The license code is a String approximately 90 characters long and is input as an argument to all conversion routines in PDFConvertServer.

--map

Flag to specify whether converter should generate a map of x,y coordinates of each transaction Default: false

--month, -m

Monthly statement number to process.
-1 for all, 0 to ignore, 1 for first statement, 2 for 2nd etc Default: 1

--ocr, -o

Flag that OCR should be run if the statement does not reconcile.
Default: false

--outputeudates

Flag if should output EU date format dd/mm/yy, otherwise uses default of mm/dd/yy
Default: false

--pojo, --objects

Flag for whether transactions are returned as objects rather than a csv file.
Default: false

--product, -p

Product name, generally pdfinsights, or pdfserver

--remaining

Request number of conversions remaining for a license. Does no conversion.

--statement, -s

Statement type. Valid choices are Bank, CCard, Invst
Default: Bank

--version

Display the converter version number. Does no conversion.

Typical usage

For example to convert a bank statement

java -jar -Xss2m -Xmx1100m -Djava.library.path=/usr/local/nsocr/bin /path_to-jar/MTConvertServerFull_xx.y.zz.jar -p pdfserver -s Bank -l "your_full_license_code" -f "/path_to_pdf/filename.pdf"

This will generate a log file and a csv file, with the same name as the input file, in the same folder with extensions .log and .csv.

Or to request the number of conversions remaining

java -jar -Xss2m -Xmx1100m /path_to-jar/MTConvertServerFull_xx.y.zz.jar -remaining -l "your_full_license code"

Sample Output

Command Line Summary

Got 135 transactions, 5 credits ( 31,519.54), 130 debits ( 32,849.78), startbalance of 3,086.29, endbalance of 1,756.05, Reconciled

CSV Output – not normalized

Date,Payee,Amount,Balance,Memo,Number
4/23/2018,Card Purchase 04/18 Viva Italiano Pacifica CA Card 4215,-16.88,3069.41,,
4/23/2018,Card Purchase 04/20 Sand Dollar Restaura Stinson Bea CA Card,-29.92,3039.49,4215,
4/23/2018,Card Purchase 04/21 P Town Cafe Pacifica CA Card 4215,-5.80,3033.69,,
4/23/2018,Card Purchase With Pin 04/21 Oreilly Auto PA Pacifica CA Card 4215,-32.46,3001.23,,
4/23/2018,Non-Chase ATM Withdraw 04/21 *Coastside Pacifica CA Card 4215,-102.00,2899.23,,

CSV Output – normalized

Date,Payee,Amount,Balance,Memo,Number
4/23/2018,Card Purchase 04/18 Viva Italiano Pacifica CA Card 4215,-16.88,3069.41,,
4/23/2018,Card Purchase 04/20 Sand Dollar Restaura Stinson Bea CA Card,-29.92,3039.49,4215,
4/23/2018,Card Purchase 04/21 P Town Cafe Pacifica CA Card 4215,-5.80,3033.69,,
4/23/2018,Card Purchase With Pin 04/21 Oreilly Auto PA Pacifica CA Card 4215,-32.46,3001.23,,
4/23/2018,Non-Chase ATM Withdraw 04/21 *Coastside Pacifica CA Card 4215,-102.00,2899.23,,

For csv output, the last two columns may possibly the following when doing OCR

Last-1: ‘??’ to indicate an incomplete transaction
Last: ‘##’ followed by one or more column numbers, indicating suspect values in that column

JSON Output

[{“numtransactions”:135,”reconciled”:true,”donegate”:false,”balanceValid”:true, “numcredits”:5,”numdebits”:130,”startbalance_bd”:3086.29, “endbalance_bd”:1756.05,”endbalancecalc_bd”:1756.05, “totcredits_bd”:31519.54,”totdebits_bd”:32849.78000000001,”accountnumber”:”001234567899″, “bankname”:””,”bankurl”:”Chase.com”,”accountowner”:[“SOME NAME”,”SOME ADDRESS”,”CITY ST 12345″], “nsfcount”:0,”trackingid”:”Chase checking”, “firstdate”:{“iLocalMillis”:1524441600000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “lastdate”:{“iLocalMillis”:1526860800000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “startdate”:{“iLocalMillis”:1524441600000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “enddate”:{“iLocalMillis”:1526860800000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “filepath”:”C:RalphMoneyThumbChase checking.pdf”, “nmonths”:1,”monthseq”:0,”naccounts”:1,”accountseq”:0,”isOCR”:false,”isImage”:false, “doctype”:0,”typos”:0,”address1″:”SOME ADDRESS”,”company”:”SOME NAME”, “city”:”CITY”, “state”:”ST”,”postalcode”:”12345″,”suspectcount”:0,”remaining”:10000,”imgfiles”:[], “taxforms”:[],”transactions”:[ {“date”:{“iLocalMillis”:1524441600000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “description”:”Card Purchase 04/18 Viva Italiano Pacifica CA Card 4215″,”amount”:-16.88,”checknumber”:0,”ocrmissinginfo”:false,”ocrsuspect”:false}, {“date”:{“iLocalMillis”:1524441600000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “description”:”Card Purchase 04/20 Sand Dollar Restaura Stinson Bea CA Card”,”amount”:-29.92,”memo”:”4215″,”checknumber”:0,”ocrmissinginfo”:false,”ocrsuspect”:false}, {“date”:{“iLocalMillis”:1524441600000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “description”:”Card Purchase 04/21 P Town Cafe Pacifica CA Card 4215″,”amount”:-5.80,”checknumber”:0,”ocrmissinginfo”:false,”ocrsuspect”:false}, {“date”:{“iLocalMillis”:1524441600000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “description”:”Card Purchase With Pin 04/21 Oreilly Auto PA Pacifica CA Card 4215″,”amount”:-32.46,”checknumber”:0,”ocrmissinginfo”:false,”ocrsuspect”:false}, {“date”:{“iLocalMillis”:1524441600000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “description”:”Non-Chase ATM Withdraw 04/21 *Coastside Pacifica CA Card 4215″,”amount”:-102.00,”checknumber”:0,”ocrmissinginfo”:false,”ocrsuspect”:false}, {“date”:{“iLocalMillis”:1524441600000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “description”:”Card Purchase 04/21 Granucci’s Pacifica CA Card 4215″,”amount”:-16.20,”checknumber”:0,”ocrmissinginfo”:false,”ocrsuspect”:false},
…..
{“date”:{“iLocalMillis”:1526860800000,”iChronology”:{“iBase”:{“iMinDaysInFirstWeek”:4}}}, “description”:”Interest Payment”,”amount”:0.03,”checknumber”:0,”ocrmissinginfo”:false,”ocrsuspect”:false}]}]

JSON Fields

  • numtransactions number of transactions found. If negative is an http-like error code
  • reconciled whether statement reconciled against balances or totals
  • donegate whether statement values need to be negated in order for the statement to balance, typically true for credit card statements
  • balanceValid whether the balance values are valid (a 0.00 balance could be accurate)
  • numcredits number of credits found
  • numdebits number of debits found
  • totcredits_bd total value of credits
  • totdebits_bd total value of debits
  • startbalance_bd start balance found in statement
  • endbalance_bd end balance found in statement
  • endbalancecalc_bd end balance calculated. Could be different than endbalance if the statement did not reconcile
  • accountnumber account number
  • nmonths  number of monthly statements in the PDF
  • monthseq index number of statement processed (0 is first)
  • naccounts number of accounts found in the statement
  • accountseq index number of account processed (0 is first)
  • isOCR true if processed with OCR
  • isImage true if statement looks like a scanned documents
  • doctype 0 for bank/credit card statement, 1 for tax form
  • typos number of typos fixed by PDF+ PinPoint
  • suspectcount number of currency values with a low confidence digit
  • firstdate earliest date found in a transaction
  • lastdate latest date found in a transaction
  • startdate start date of statement (defaults to firstdate if not found)
  • enddate end date of statement (defaults to lastdate if not found)
  • bankname name of bank statement is from, if looked up
  • bankurl url of bank, generally the most reliable way to identify the bank
  • accountowner owner address block from statement
  • address1 first line of address
  • city city
  • state state
  • postalcode Postal Code
  • filepath full filename of the file just processed
  • transactions list of transactions
  • date date of transaction
  • description description of payee for transaction
  • amount amount of transaction
  • memo subsequent transaction description lines (in a single line of text)
  • checknumber check number of check
  • type transaction type if the PDF statement had such a column
  • ocrmissinginfo for OCR, a flag indicating an incomplete transaction, missing either a date or an amount
  • suspectvalue for OCR, a flag indicating the currency value has one or more low confidence characters

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