Jay Hansell
GBUsless - Don't buy The goal was to convert a .cvs file to a Quicken gfx file or a .qfi file. I loaded the .cvs file into the program and it would not let me convert without making changes to the data column headings. The interface is very confusing and there was no manual. I canceled my subscription. Quicken shafted its users my not allowing more than a 90-day download.
Andrew
GBThe best at what it does The best at what it does. The user experience leaves something to be desired but for converting pdfs and even CSVs to OFX, it's the right tool for the job. I have had a great experience with their customer service as well.
Prakash Patel
GBTwo Issues with what I purchased… Two Issues with what I purchased pdf2csv converter software I bought. (1) It did not work for some of the image-based pdf bank statements and I had to buy another annual subscription PDF+ (2) It is a good UI Desktop version. But, does not allow users to invoke from a common prompt with arguments to run it inside another excel based programs.
Peggy Seay
GBquick way to speed up importing to check register MoneyThumb has been a huge saving point for my company. Many clients do not send register information and we have to rely on the bank statement. This program gives us the ability to take the older statements (and the new) and import them for a variety of clients without logging into their banking portals. Plus it has a 'payee cleanup' feature to help remove the long descriptions on statements!
John Calhoon
GBI've used other, similar products. I've used other, similar products. MoneyThumb's 2qbo Convert Pro with PDF+ is not only far less expensive but conspicuously more accurate, faster, and doesn't bog down other running programs. You don't need a bookkeeper if you use it. I'd give it ten stars if I could.