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.
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!
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.
CA Kaival Patel
CATerrible customer support Terrible customer support I installed moneythum on India trip to my home pc and now I am back to Canada and they are saying there is no way they can uninstall or deactivate license on Indian PC. I do not have access to that pc anymore and after repeated email, they told me that they can cancel my renewal. Customer support team name is Amanda.
Gordon H
GBTheir QfxToQbo software does NOT work… Their QfxToQbo software does NOT work as advertised. If the bank you are using does not pay for a QID with QuickBooks (such as US Bank), you will NOT be able to upload the QBO file that is created. Instead, you will get the following error: YOU are trying to upload the web connect file with an account type that QuickBooks does not support. Please contact your Financial Institution for details.