Here at the Rules of Thumb blog from MoneyThumb, we create posts with helpful information for lenders, small business owners, and accountants. But what we don’t mention often enough is that the PDF financial file converters from MoneyThumb also have a version specifically designed for home use to help with personal finances.
Below is a list of ways that the home version of our PDF financial file converters can help improve your personal finances:
- Consolidate All Your Financial Records–MoneyThumb converters empower you to move transactions from one accounting platform to another, one at a time or as a whole. You can combine sources for tax preparation or archiving.
- Quickly Update Financial Records–When you need to enter expenses, but all you have are paper bank statements or a file format that doesn’t import, MoneyThumb’s home version has the solution.
- Migrate Financial Records to Cloud Accounting–Our home version makes cloud platform migration simple. Whether your choice of cloud accounting is QuickBooks Online, Quicken, Xero, or others, our PDF financial file converters for home use can handle migration.
- Intelligent Document Recognition–No matter which bank you use for your personal finances, our PDF financial file converters has IDR algorithms that will recognize them all.
- Pinpoint OCR–Our proprietary optical character recognition instantly reviews questionable fields in your bank statement, looking for patterns to self-correct and red flagging questionable transactions. Unlike template dependent processes, our software doesn’t need to be told what bank statement format is being used.
- Automatic Reconciliation–Conversion accuracy is ensured because our automatic reconciliation instantly compares transaction totals to summary information on your bank statement. Once everything checks out, the statement is recognized as reconciled, saving you time and manual review.
- Keep Payee Names Categorized–Our auto-assisted Payee Cleanup keeps your transactions categorized, saving you review and correction time, and keeping your personal financial records neat and understandable.
As the leader in bank statement conversion, as you can see from the bullet points above, MoneyThumb is the best choice for a PDF financial file converter to help you with your personal finances. If you’d like to take the MoneyThumb tools for a test drive, visit this link for a trial download.
We would love it if you shared this blog post on your social media page! Thanks in advance for your social share and for choosing MoneyThumb to help with your personal finances.