Get Transaction Data into Quicken
Convert any file format
Pull Data from Print Statements
Save Time with Advanced Features
We help you where the banks won't.
Getting historical transaction data from your bank into Quicken can be a big problem. Most banks only supply it in PDF, which Quicken doesn’t import. Or they offer printed statements by mail, which is worse. Both outcomes require that you enter transactions into Quicken by hand, line by line, eating up countless hours of time.
But we provide a better way!
Convert from all leading financial formats into Quicken.
Financial data can be spread across all kinds of cloud-based apps. Migrating this data hasn’t been easy for Quicken users. Fortunately, MoneyThumb converters bring transactional data into Quicken from OFX, CSV, QIF or even QBO – ensuring that it can travel from wherever it is, to where you want it to be – in Quicken. Import our .qfx files into Quicken for Windows or Quicken for Mac for any version that has an active Quicken subscription. Or import our .qif files into 2017 and older versions of Quicken for Windows.
PinPoint OCR Guides You to Reconciliation
Our PDF+ products include optical character recognition (OCR) for scanned statements. Self-corrective heuristics improve recognition of date/transaction amounts, and then attempt to reconcile the statement.
If it doesn’t reconcile, PinPoint OCR highlights which remaining transactions could contain problem characters, for easy clean-up.
Just like that, your statement is imported, and reconciled, ensuring pinpoint perfect conversion.
Choose the Right Product for your Needs
2qfx Convert Pro
$549.95 – $599.95
Powerful collection of financial file converters for pro users to extract transactions from PDF statements and other source formats into Quicken.
- Convert transactions from PDF, CSV, QIF, Excel or native QFX files into either the QIF or QFX formats.
- Optional PDF+ license lets you also extract transactions from scanned PDF statements. PDF+ is the only Optical Character Recognition (OCR) technology specialized for bank statements. And if there is a text recognition problem, PinPoint optimization either fixes it or indicates where to look.
- Advanced PDF features let you process multiple statements at once, save multiple profiles, determine which account within a PDF statement to convert and create user-specified text strings for account processing.
- Automatic balance reconciliation ensures data conversion accuracy, while auto-assisted cleanup of transaction payee names saves time and makes your Quicken data more accurate.
- Smart algorithms auto-check formats/bypass non-relevant errors and worldwide settings offer U.S. & European date formats plus major global currencies.
- Ability to convert files from PDF to CSV and use Excel or other spreadsheet for data cleansing before import into Quicken.
To renew or upgrade to PDF+ click here.
Quicken Convert Essentials
Do you prefer Pay-As-You-Go conversions?
Purchase a MoneyThumb Online conversion package starting at just $24.95 and never download any software. Our on-demand cloud app moves transaction data from PDFs to Quicken. Just upload your scanned or electronic PDF to convert into the .QFX format.