User guide for PDF2QFX v3 converter

How to use PDF2QFX to convert a PDF file?

  1. Start PDF2QFX, it will show the file dialog to locate a one or more of PDF files. Click on the file (or hold CTRL and click on more than one file to select multiple files) and click Open on the file dialog.
  2. Click the Save button to save loaded transactions to QFX file.

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 2018 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 2018)?

  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

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