pdf2qfx Convert+

pdf2qfx+-box

Want to try before you buy?

pdf2qfx Convert+ Trial Versions
pdf to qfx - get pdf into qfx
Windows | Mac | Java

Need multiple licenses?

We provide discounted multi-seat licenses for your accountancy or bookkeeping practice.
Learn more »

pdf2qfx Convert+

$59.95$119.95

Convert PDF to QFX – works with all types of bank statements

Get the power of the only .pdf file converter with OCR technology specialized for recognizing bank statements.

  • Easily convert paper or downloaded PDF statements into the QFX format necessary for import into Quicken.
  • Extract transactions from bank, credit card, and brokerage statements to quickly bring your financial records up to date.
  • Save time with automatic balance reconciliation and cleanup of transaction payee names.
  • pdf2qft Convert+ includes a one year PDF+ license (scanned image conversions) to handle all of your PDF document conversion needs.
  • pdf2qfx license options:
    • PDF+ – Lifetime license with 1 year of PDF+ (Currently Windows only)
    • Standard – Lifetime license, without PDF+
    • Express – 50-day Express License, including PDF+ (Currently Windows only)
    • See Compare PDF Convert Editions for details
Clear

SKU: N/A Categories: ,

Main Interface

PDF2QFX screenshot

click to enlarge (will open in new window)

Settings

PDF2QFX Settings

click to enlarge (will open in new window)

Mac Version

PDF2QFX screenshot Mac

click to enlarge (will open in new window)

PDF Before/After

PDF2QFX results width=

click to enlarge (will open in new window)

Product Description

Convert PDF to QFX – works with all types of bank statements

Get the power of the only .pdf file converter with OCR technology specialized for recognizing bank statements.

  • Easily convert paper or downloaded PDF statements into the QFX format necessary for import into Quicken.
  • Extract transactions from bank, credit card, and brokerage statements to quickly bring your financial records up to date.
  • pdf2qft Convert+ includes a one year PDF+ license (scanned image conversions) to handle all of your PDF document conversion needs.
  • Please note: pdf2qfx Convert+ is currently only available for Windows.
  • License Length: Lifetime pdf2qfx Convert license plus one year PDF+ license (MoneyThumb’s PinPoint OCR technology)
  • PinPoint OCR: MoneyThumb’s sophisticated OCR technology that checks its own work to ensure critical characters are converted.
  • Easy Interface: Simple-to-use and user-friendly platform.
  • One-Step Conversions: Instantly converts with the click of a button.
  • Efficient: Automatically checks formats, bypasses non-relevant errors and yields maximum data.
  • 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.
  • Worldwide Functionality: Delivers your choice of currency, as well as both U.S. and European date formats.
  • Advanced Security: Runs on the desktop without requiring direct access to your financial accounts.

pdf2qfx Convert: Data Sheet

Easily convert from PDF statements to .QFX files with pdf2qfx Convert by MoneyThumb

If you’re wondering how to convert PDF files from online banking to Quicken format, we have the answer… pdf2qfx Convert, by MoneyThumb. Quickly and easily convert PDF statements from your bank, credit card company, or brokerage firm into QFX format files for Quicken import. Perfect for professional accounting, personal finance applications, and streamlining tax filing preparation.

pdf2qfx Convert is designed to convert PDF Statements that are downloaded statements from a bank or credit card company. pdf2qfx Convert+ also includes MoneyThumb’s PDF+text recognition module and adds the ability to convert scanned paper statements, as well as downloaded statements which are images or encrypted.

pdf2qfx Convert Key Features:

  • Instant, One Step Conversion: Runs conversions easily, with the single click of a button.
  • Easy to Use: Straightforward, user friendly, and simple to use – even for beginners.
  • Advanced Security: Runs on your desktop only, without requiring any direct access to your accounts.
  • Comprehensive: Process any type of financial statement – bank, credit card, and brokerage accounts.
  • Extensive: Process both current and historical statements with ease.
  • Worldwide Functionality: Delivers both U.S. and European date formats, and allows your choice of currency.
  • Exclusive: MoneyThumb makes the only line of .PDF file converters specialized for personal finance transactions.
  • Free Trial: pdf2qfx is free to download and try.

With pdf2qfx Convert, You Can:

  • Extract transactions from downloaded PDF statements.
  • Import transactions directly into Quicken® or Quicken Essentials for Mac®
  • Download transactions from banks, credit card companies, or brokerages that do not support .QFX formats (or Quicken Direct Download).
  • Import transactions from PDF statements into Quicken, no matter how many years back they go.
  • Run automatic conversions as part of a script

pdf2qfx Convert Versions:

  • pdf2qfx+.exe – Full install for Microsoft Windows® platforms with PDF+ OCR (Optical Character Recognition) AddOn.
  • pdf2qfx.EXE – Full install for Microsoft Windows® platforms.
  • pdf2qfx.DMG – Full install for Mac OS X®.
  • pdf2qfx ZIP – Portable .ZIP file to be extracted, suitable for any platform with Java (e.g., Microsoft Windows®, Mac OS X®, Linux®, Unix®, and others).

pdf2qfx Convert System Requirements:

  • Windows
  • Mac OS
  • Java must be installed on your computer – download for free at Java.com.
  • The PDF+ AddOn is required to read scanned PDF files, otherwise files must be downloaded statements from your bank or credit card company

pdf2qfx Convert Compatibility:

MoneyThumb’s financial software converts PDF files to QFX files that are compatible with the following Intuit supported versions of Quicken:

  • Deluxe 2016
  • Premier 2016
  • Home & Business 2016
  • Rental Property Manager 2016
  • Quicken 2016 for Mac
  • Starter Edition 2016
  • Deluxe 2015
  • Premier 2015
  • Home & Business 2015

  • Rental Property Manager 2015
  • Quicken 2015 for Mac
  • Starter Edition 2015
  • Deluxe 2014
  • Premier 2014
  • Home & Business 2014
  • Rental Property Manager 2014
  • Starter Edition 2014


Need to import CSV files into an older version of Quicken? Use our pdf2qif Convert instead!

FAQs

Can I try pdf2qfx Convert before I buy it?

If you’re not ready to purchase just yet, you’re welcome to take our .pdf to .qfx converter for a test drive! pdf2qfx is free to download and try. The trial software is fully functional, and will read the entire input file and create a log of all transactions and items which were processed.

The only difference is that the trial version will only write the first 10 transactions or items to the output file. With that, you can verify that your file is read correctly, and test the first 10 converted transactions or data elements in your application. Use the trial product selector below to get the download link for Mac, Windows, or Java trial versions.

Is there any size limit on the files converted using pdf2qfx Convert?

No, there is no limit. We have tested against PDF Statements that run over 100 pages.

Should I choose the pdf2qfx convert or pdf2qif convert software?

This depends on which version of Quicken you are using. If your version allows the import of both QFX and QIF files, you should consider that QFX is generally 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 PDF to Quicken. Otherwise go with QFX.

Is pdf2qfx Convert secure to use?

Yes. Once installed MoneyThumb’s software is entirely local to your computer and does not send anything anywhere, or make anything visible to other programs.

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.



5716 Corsa Ave., Suite 110 Westlake Village, CA 91362-7354

For the fastest response to support inquiries, please use our ticketing system at: [email protected]

For other business contact us at: [email protected]