Rule of Thumb:
Choose Your Tools Wisely
If you had to import years of financial transactions into one money management program, what tools would you use? A generally simple process becomes complex when historical transaction statements (generally 6 months and older, but sometimes just 90 days and older) are only offered as PDF downloads.
Anyone that has tried to utilize these PDFs knows that they are great for viewing data - but not so great at doing anything with it. That's where MoneyThumb's line of financial file converters can help! Our software family offers a variety of options to convert PDF statements into Quicken, QuickBooks, spreadsheets, and other financial file formats.
MoneyThumb's line of PDF converters make use of advanced algorithms to compare your .pdf file against those supplied by hundreds of financial institutions. This ensures that the .pdf file conversion process is smooth and easy.
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All PDF Converters
- pdf2qbo Convert (From PDF to QBO QuickBooks format)
- 2qbo Convert Pro (From PDF to QBO + advanced PDF conversion tools)
- pdf2qfx Convert (From PDF to QFX Quicken format)
- 2qfx Convert Pro (From PDF to QFX & QIF + advanced PDF conversion tools)
- pdf2qif Convert (From PDF to QIF Quicken format)
- pdf2csv Convert (From PDF to CSV spreadsheet format)
- pdf2ofx Convert (From PDF to OFX format for other financial software use)
- 2ofx Convert Pro (From PDF to OFX & QIF + advanced PDF conversion tools)
Convert PDFs into Quicken
Quicken is a leader in the field of personal finance management, so which is why we offer so many options for converting files into various Quicken formats. We even have converters to switch files from one Quicken format to another! There are two options for converting PDFs into Quicken format: pdf2qfx, and pdf2qif. Our pdf2qfx converter works with these versions of Quicken:
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- Quicken 2015 for Mac
- Quicken (Deluxe, Premier, Home & Business, Rental Property Manager) 2015 for Windows
- Starter Edition 2014
- Deluxe 2014
- Premier 2014
- Home & Business 2014
- Rental Property Manager 2014
- Starter Edition 2013[/one_half][one_half last="yes" class="" id=""]
- Deluxe 2013
- Premier 2013
- Home & Business 2013
- Rental Property Manager 2013
- Starter Edition 2012
- Deluxe 2012
- Premier 2012
- Home & Business 2012
- Rental Property Manager 2012[/one_half]
Our pdf2qif converter works with these versions of Quicken:
- Quicken Personal
- Quicken Personal Plus
- Quicken 2005 and all older versions
QIF versus QFX?
The choice between the two file formats depends on what version of Quicken you're using, and what features you need. QFX is easier to work with, but does not support categories or splits. If categories or splits are needed, the best option is using QIF to convert a file to Quicken. Otherwise go with QFX. Some people prefer to stick with their original form of Quicken, and therefore have continued to use .qif file types. If you wish to work with the latest versions of Quicken, the PDF to QFX converter is a better choice.
Convert PDFs into QuickBooks
QuickBooks has long been known as a small business essential. Personal accounting becomes even more complex when incorporating your small business, freelance, or company transactions into the program. Having everything in one place allows for a unified and complete picture of your finances, so it's a step that shouldn't be skipped.
Our pdf2qbo converters work with these versions of QuickBooks:
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- QuickBooks Online Simple Start
- QuickBooks Online Essentials
- QuickBooks Online Plus
- QuickBooks Pro 2015
- QuickBooks Premier 2015
- QuickBooks Enterprise 2015
- QuickBooks Pro 2014
- QuickBooks Premier 2014
- QuickBooks Enterprise 2014
- QuickBooks Pro 2013
- QuickBooks Premier 2013
- QuickBooks Enterprise 2013
- QuickBooks Pro 2012
- QuickBooks Premier 2012
- QuickBooks Enterprise 2012
- QuickBooks Pro 2011
- QuickBooks Premier 2011
- QuickBooks Enterprise 2011
- QuickBooks Pro 2010
- QuickBooks Premier 2010
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- QuickBooks Enterprise 2010
- QuickBooks Pro 2009
- QuickBooks Premier 2009
- QuickBooks Enterprise 2009
- QuickBooks Pro 2008
- QuickBooks Premier 2008
- QuickBooks Enterprise 2008
- QuickBooks Pro 2007
- QuickBooks Premier 2007
- QuickBooks Enterprise 2007
- QuickBooks Pro 2006
- QuickBooks Premier 2006
- QuickBooks Enterprise 2006
- QuickBooks Simple Start Desktop 2005
- QuickBooks Pro 2005
- QuickBooks Premier 2005
- QuickBooks Enterprise 2005
- QuickBooks Simple Start Desktop 2004
- QuickBooks Pro 2004
- QuickBooks Premier 2004
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pdf2qbo Convert versus 2qbo Pro Convert?
If you need a simple way to change a PDF into QuickBooks format, our pdf2qbo Convert is the best option. It's straightforward, easy to use, and does exactly what it says. If you have multiple file types that you would like to convert to QuickBooks format, or need advanced PDF conversion options, you should select 2qbo Pro Convert. This all in one tool allows for the conversion of PDFs into QuickBooks, and also includes functions to:
- Convert .csv files to .qbo format
- Convert .pdf files to .csv format
- Convert .xls files to .qbo format
Beyond that, this pro converter also offers the following advanced PDF options:
- Handling of non-standard text
- Handling of multi-lingual text
- Removal of extra text from payee names
- Clean import into QuickBooks
Convert PDFs into Spreadsheet Format
Those that use spreadsheets for personal finance management can benefit from pdf2csv Convert. This tool is also valuable if your money management program only accepts the upload of .csv files. Easily transform PDFs into functional, editable spreadsheet files with this converter software. It doesn't matter if you've made your own spreadsheet, or if you've created one using an Excel template, or if you just prefer the capabilities of using spreadsheet file formats. This tool helps with it all.
Convert PDFs into OFX
There are a handful of financial software options that work in .ofx (Open Financial Exchange) format. As you may have guessed, we also have converters that take your PDF and turn them into OFX files.
Personal software programs like GnuCash, AceMoney, and MoneyDance do not natively import PDFs. If you need to get historical PDF statements into iBank, Microsoft Money Sunset, or similar programs, you will first need to switch from PDF to OFX format. OFX is used by many personal finance platforms, including:
Tools of the Trade
Whenever Prince Charming faces off against a dragon, he knows to bring his shield and sword. When Cinderella needed a dress for the ball, she called upon the mice and birds to help. When Rapunzel needed to escape her tower, she grew out her hair until it offered a way out. Choosing the right tools just makes sense, and we're here to help with the resources you need to accomplish any financial feat.
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