PDF2QFX: Convert PDF to QFX (Web Connect)

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Need to import transactions, but the format is not supported? Convert PDF to QFX and import into Quicken 2017, 2016, 2015, (PC/Mac). Extract transaction data from text-based PDF files from your bank. Support is available before and after purchase

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What can I do with PDF2QFX?

Why should I trust PDF2QFX?

If I need any help with conversion, can you help me?

Can I try before purchasing?

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)?

  1. Start Quicken and click File, then File Import, then Web Connect file.
    quicken-import-web-connect-qfx-file
  2. On the import screen, select existing account or create new account.
    quicken-import-qfx-select-account
  3. Confirm the account is updated (one time).
    quicken-import-account-updated
  4. Review your imported transactions (Done!).
    quicken-import-web-connect-qfx-success