Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert PDF to QFX and import into Quicken 2017, 2016, 2015, (PC/Mac). Extract transaction data from text-based PDF files from your bank
What can I do with PDF2QFX?
Download, install and run the software
Select a file with transactions
Review transactions and click Convert to create a QFX file
Import created file to Quicken
Why should I trust PDF2QFX?
It runs on your computer - no data leaves your computer
Your file will be fully parsed in the trial mode, so you can verify that PDF2QFX understands your transactions file correctly.
You can create a fully functional and loadableQFX file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).
Which PDF statements are supported?
PDF statement must downloaded directly from your bank. When you open a PDF file in a PDF viewer, the text must be selectable and allowed to be copied.
Are scanned PDF statements supported?
Not a this moment. You will spend a lot of time correcting OCRed scanned document. It is faster and easier to use Excel to enter data and use one of our CSV2* converters to convert to required format.
Which Quicken version can import QFX (Web Connect) files?
The latest version of Quicken 2017 imports QFX (Web Connect) files. Earlier Quicken versions import QFX (Web Connect) files until they becomes three years old. For example, if right now year 2017 then Quicken 2015 is the earliest version that imports QFX (Web Connect) files.
How I should import a QFX file that PDF2QFX created under Quicken 2015+ (including Quicken 2017)?
Start Quicken and click File, then File Import, then Web Connect file.
On the import screen, select existing account or create new account.