Be very careful reading the positives Be very careful reading the positives. This software is horrible and the customer service is worse. I cancelled, but they claimed I updated my card! I most certainly did not, but they got it from a updater service that provides updated expired cards. I’m fine with updater services but subscriptions or important auto drafts etc, but not for a company I cancelled last year. Refuse to refund my money, apparently $100 is too important. Also, the software didn’t work… very complicated to convert a PDF that my new MacBook now does without software.

The 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.

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.

I'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.

An amazing experience with Money Thumb An amazing experience with Money Thumb. The PDF Insights program does an super job and is really fast! Pricing is exceptionally low. I had a n issue that I reported to their support group and was dazzled by the turn around time to address it....immediate! Highly recommend them as a quality company that stands behind their product.