Getting Bank Transaction Statements into Quicken

Quicken users face a big challenge when trying to import bank, credit card or brokerage transactions 6 months or older. First, many financial institutions only supply historical transaction data in .pdf format, which Quicken does not natively import. Second, users may possess paper statements they’ve saved, but have no idea how to get those transactions into Quicken, other than by manually entering them, one at a time.

MoneyThumb offers financial transaction file converters that easily solve both problems. Our pro level 2qfx Convert Pro+ and mid-grade pdf2qfx Convert+ both compare .pdf files against those supplied by hundreds of financial institutions, and then, using advanced algorithms, easily convert .pdf statements into .qfx files. Both products also include powerful OCR software customized for financial transactions, which means all you need to do for paper statements is to scan them first, and then run them through the software. The end result is a Quicken transaction file!

 

Convert From Many Formats Into Quicken

Gotta get paper or digital statements into Quicken? Move from QuickBooks to Quicken? Take a spreadsheet into Quicken? Moneythumb’s pro-level 2qfx Convert Pro+ can do all this and more. So can our individual Quicken converters like pdf2qfx Convert+, csv2qfx Convert and ofx2qbo Convert. Whatever your starting format, our tools can convert statements into Quicken..

 

 

Easily Move Transactions into Quicken Online

MoneyThumb’s Quicken converters like 2qfx Convert Pro+,best imports transactions directly into Quicken Online. Import .pdf bank statements, convert multiple files in a single step and transfer data in and out of Excel or Google Sheets for editing. You can even use Preview mode to view and edit transaction data before the actual conversion.


 


 

PinPoint OCR Guides You to Reconciliation

Our PDF+ products include optical character recognition (OCR) for scanned statements. They also use self-corrective heuristics to improve recognition of date/transaction amounts and reconcile the statement. Then, if the statement doesn’t reconcile, PinPoint OCR will highlight any remaining transactions that could contain problem characters.

 

 

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