PDF2QFX: Convert PDF to QFX (Web Connect)
Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert PDF to QFX and import into Quicken 2018, 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
- It does not send your transactions anywhere
- Please check our product testimonials
If I need any help with conversion, can you help me?
- Free support is available before and after the purchase
- All license options include at least 14 days of the conversion support after the purchase
- The Professional and Team licenses include ongoing conversion support
- Please use the Support page or email us at support@propersoft.net.
Can I try before purchasing?
- Yes. PDF2QFX is free to download and try.
- 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 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 2018 then Quicken 2016 is the earliest version that imports QFX (Web Connect) files. You may find that 2015 still imports QFX (Web Connect) files, please use the trial version to confirm that before purchasing.
How I should import a QFX file that PDF2QFX created under Quicken 2016+ (including Quicken 2018)?
- Start Quicken and click File, then File Import, then Web Connect file.
- On the import screen, select existing account or create new account.
- Confirm the account is updated (one time).
- Review your imported transactions (Done!).
