PDF2OFX (PDF to OFX Converter)

3.6
(4)

PDF2OFX is a conversion solution that converts PDF to OFX and imports into MS Money, Sage One, Xero, YNAB, AccountEdge.

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PDF2OFX (PDF to OFX Converter) Reviews

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Showing 4 PDF2OFX (PDF to OFX Converter) reviews
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elizabeth r.
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content

"The most reliable tool for Transforming PDF files into QFX:PDF2QFX"

What do you like best?

This software povides full compatibility with Microsoft Windows (10/8.1/8/7/2008/2003/Vista/2000/XP), Linux, Mac OS X 10.8 or later. Also it supports transforming pdf files into QFX and then import them to the most importants financial formats: MS Money, Sage One, Xero, YNAB, AccountEdge, Banktivity, Ace Money. Aditional it allows several instalaltion languagues like english, spanish, etc.

What do you dislike?

- Scanned PDF statementsare no supported yet.

Recommendations to others considering the product:

If youre looking for tool for transforming your financial pdf files into OFX files in a secure and robust way, don't hesitate using PDF2OFX.

What problems are you solving with the product? What benefits have you realized?

Using this excellent sofware finally my organization can convert its financial pdf files obtained from the banks platforms into OFX files,in this way our financial information can be available and safe inside the organization. Only being shared discretely.

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User in Public Relations and Communications
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content

"Life saver if you in my situation ! does the job, if you try hard enough"

What do you like best?

Successfully convert 100% of my transactions in pdf

What do you dislike?

- MAC : Very slow interface. barely usable (try to resize columns for example)

- Huge bug : If there are transactions overlapping 2 years, 2016 and 2017 for example ; it bugs : it applies the same year for all transactions

- most of the time, the amount sign is in the wrong direction

What problems are you solving with the product? What benefits have you realized?

My Bank doesn't allow to export ofx transactions more than 3 months in the past .

Thanks to PSF2OFX, I can download old PDF account reports, and convert them to OFX to upload in money monitoring tools

What File Converter solution do you use?

Thanks for letting us know!
UF
User in Food & Beverages
Validated Reviewer
Review Source
content

"This converter come in handy!"

What do you like best?

I would definitely say the best thing I like about this converter is how easy to use it is.

What do you dislike?

I wouldn't say I have any dislikes about the converter.

What problems are you solving with the product? What benefits have you realized?

I'm now able to convert my bank's PDF bank statement to an OFX file which can then be imported into the accounting software that I use. This has assisted in cutting down the data entry time it takes to manually enter the data into our software, as we couldn't import PDF files into our accounting system.

Sanghoon L.
Validated Reviewer
Review Source
content

"Darren's review"

What do you like best?

The fact that it converts. :) It does it's job

What do you dislike?

The fact that not convert scanned docs. :)

What problems are you solving with the product? What benefits have you realized?

Do not need to convert manually with excel. :)

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