2qfx Convert Pro+

2qfxpro

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2qfx Convert Pro+

$99.95$199.95

Pro Level Conversion Tools for Quicken Users

A powerhouse package of MoneyThumb financial file converters – created especially for Quicken power users who need to import transactions from PDF Statements or other sources into Quicken.

  • 2qfx Convert Pro+ easily converts PDF documents from your bank, credit card or brokerage firm into .QFX or .QIF files for import into Quicken.
  • 2qfx Convert Pro+ includes a one year PDF+ license (scanned image conversion) so that you can easily convert scanned PDF documents as well as text-based ones
  • Transform bank statement and financial files into the QFX or QIF format from PDF, CSV, Excel, QIF, and even native QFX files from banks!
  • Save time with automatic balance reconciliation and cleanup of transaction payee names.
  • The only .pdf file converter with OCR technology specialized for recognizing bank statements.
  • Convert files from PDF to CSV format and use Excel or other spreadsheet for data cleansing before importing into Quicken.
  • Advanced PDF options allow processing multiple statements at one time, saving multiple profiles, determining which account within a PDF statement to convert, and user-specified text strings for account processing.
  • 2qfx Convert Pro+ license options:
    • Pro+ – Lifetime license with 1 year of PDF+ (Currently Windows only)
    • Pro – Lifetime license, without PDF+
    • Express – 50-day Express License, including PDF+ (Currently Windows only)
    • See Compare PDF Convert Editions for details
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Main Interface

2QFX Convert Pro screenshot

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Settings

2QFX Convert Pro Settings

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Mac Version


2QFX Convert Pro Screenshot on Mac

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PDF Before/After

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Product Description

Pro Level Conversion Tools for Quicken Users

A powerhouse package of MoneyThumb financial file converters – created especially for Quicken power users who need to import transactions from PDF Statements or other sources into Quicken.

  • 2qfx Convert Pro+ easily converts PDF documents from your bank, credit card or brokerage firm into .QFX or .QIF files for import into Quicken.
  • 2qfx Convert Pro+ includes a one year PDF+ license (scanned image conversion) so that you can easily convert scanned PDF documents as well as text-based ones
  • Transform bank statement and financial files into the QFX or QIF format from PDF, CSV, Excel, QIF, and even some native QFX files from banks!
  • The only .pdf file converter with OCR technology specialized for recognizing bank statements.
  • Automatically verify that all transactions were found with reconciliation against balances or totals.
  • Use Payee Cleanup to remove extra text from transaction descriptions and create meaningful payee names.
  • Advanced PDF options allow the handling of non-standard text, selecting accounts within a PDF statement to convert and Payee Cleanup that prevents duplicate Payees and makes your reports easier to read.
  • 2qfx Convert Pro may be purchased as:
    • Pro+ – Lifetime license with 1 year of PDF+ (Currently Windows only)
    • Pro – Lifetime license, without PDF+
    • Express – 50-day Express License, including PDF+ (Currently Windows only)
    • See Compare PDF Convert Editions for details

PinPoint OCR

MoneyThumb’s PDF+ with PinPoint OCR is a must-have even if you already have other OCR software. The reason is that PinPoint OCR is specifically optimized for reading bank and credit card statements, and utilizes the expected content of the document to correct errors. No OCR process is perfect, and even the best OCR processing will occasionally get fooled by dirt or dust and transpose lookalike characters such as 1-l, 5-S, or a-g. And if the original document or scan is of poor quality, the numbers of errors goes up dramatically.

MoneyThumb’s core OCR processor is from a company that specializes in OCR and ranks with the best in terms of quality. In addition we improve results by doing a second pass with PinPoint technology. PinPoint leverages the fact that bank and credit card statements are composed of columns with dates and currency values. Therefore the converter can identify text which is in column of dates or amounts, but does not fit that format. Something simple such as an S instead of a 5 would otherwise make such a transaction unrecognizable. Or a date with a month such as Aua rather than Aug.

PinPoint Recognition

PinPoint OCR does a second recognition pass on just the text that didn’t appear to be correct, and constrains the OCR engine to only return text strings that match the expected format. By doing this, PinPoint enables the converter to correctly process many transactions that otherwise would require manual correction. The result is 100% accuracy on many documents that had frequent errors before PinPoint processing. And even if a text snippet is completely illegible, the line containing that text will be automatically flagged as a possible transaction. This highlighting capability significantly speeds workflow when processing less than perfect PDF scans, and saves you the time of otherwise hunting through a long statement for a missing transaction.

Payee Cleanup

MoneyThumb’s Payee Cleanup provides an automated way to remove extraneous text from the payee descriptions that are often found in bank and credit statements, and convert them into meaningful payee names. For example you would probably want ‘Staples’ rather than something like “Checkcard payment on 01/12 to Staples #123”. A meaningful name makes it possible to total up amounts spent at any one store, and then also categorize transactions so that your spending records are more accurate.

Payee cleanup can automatically remove phone numbers, amounts, dates, state name abbreviations, and store numbers from payee names. You can replace punctuation by spaces, and compress extra spaces. You can also specify phrases to remove such as “Checkcard payment”, “POS charge”, or “PayPal”. And you can use wildcard patterns to remove all words starting or ending with a certain prefix/suffix. Finally you can adjust the payee name to be upper case, lower case, or title case. Each cleanup option is individually selectable.

You can test which options and phrases to use interactively. The cleanup options are shown in one window, and the preview list of transactions are in a window next to it. As you click an option or type a phrase, all the payee names will instantly reflect your options. You can see exactly how your choices modify the names.

Payee Cleanup Simulation


When you accept the options and import the transactions, the payee name will be the cleaned up text. The original full descriptive text can also be duplicated into the memo field.



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