MoneyThumb

533 2nd Street, Suite 227, 92024, Encintas, United States
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3.50
Based on 20 Reviews

5

60.00%

4

0.00%

3

5.00%

2

0.00%

1

35.00%
About MoneyThumb

MoneyThumb simplifies your lending and financial accounting through easy-to-use financial file converting and analysis tools. Our products move transaction data from where you have it to where you need it, helping speed up financial decision-making with more accuracy. PDF Insights: Enables banks and lenders to read and analyze financial documents in seconds to determine a loan applicant’s creditworthiness. Thumbprint®: Helps banks and lenders instantly evaluates and scores the authenticity of PDF financial documents giving you a fraud score so you can make more confident lending decisions. Accounting File Converters: Helps accounting professionals and small businesses convert virtually any file type into the QBO, QFX, OFX, or other formats for quick and easy import into your accounting system.

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Gordon H
GB

Their 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.

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Jay Hansell
GB

Usless - 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.

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Peggy Seay
GB

quick 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!

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GLEN P
GB

Moneythumb CSV2QBO for $59.95 didn't… Moneythumb CSV2QBO for $59.95 didn't offer any additional features for me than imported a plain CSV file. The website was misleading. You can find a trial version to see if it will work before spending time & money.

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hillary
GB

Their should be and option to get a… Their should be and option to get a hold with an agent instead than email. I send my inquiry that person that help me I think she/he did not understande me or confused but what he/she sent me did not help and i try to fix it by my own by trying different things.

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