Articles and updates on bank statement conversion, reconciliation and automation.
Tiller's CSV Importer cannot read PDF statements and does not remove duplicates. How to turn PDF statements into a Tiller-ready CSV, get the Amount signs right and backfill a full year.
Read articlePocketSmith will not read PDF statements, and its US bank feed reaches back 2 years at best. How to convert PDF statements to OFX, which overlap option to pick, and what each plan allows.
Read articleThe Microsoft Money replacements compared on the prices and import rules each vendor publishes: which one reads a Money file, which need a QIF export, and how to bring in the months that only exist as PDF statements.
Read articleValid8 Financial is quote only. Here is the one public price on record, a June 2026 FTC contract, what Vendr reports private buyers pay, what the platform does that a converter does not, and when a $49 converter covers the job.
Read articleHow to get years of old PDF bank statements into Actual Budget: why OFX beats CSV for duplicate detection, the import steps, the settings that matter and what conversion costs.
Read articleHow to get older transactions into Monarch Money when your bank only has them as PDF statements: the CSV format Monarch requires, the overlap option that avoids duplicates, and what the conversion costs.
Read articleSix bank statement analysis tools compared for US lenders, brokers and accounting firms: which ones detect fraud, which publish a price, what each costs at real volumes, and when a converter is all you need.
Read articleBankScan does not publish a price anywhere on its public site. Here is what it actually is, the yearly subscription and 30 day refund terms it does state, the separate OCR step buyers miss, and what the priced alternatives cost.
Read articleTwo companies sold a converter called PDF2OFX and both have retired it. ProperSoft folded its version into ProperConvert and MoneyThumb replaced its desktop app with an online subscription, while the download mirrors still offering it distribute software neither vendor licenses. Verified on their own sites in September 2026, with current prices.
Read articleTwo companies sold a converter called PDF2QBO and both have retired it. MoneyThumb now 301 redirects the product page to an online subscription and ProperSoft folded its version into ProperConvert. Verified on their own sites, with the replacement pricing for each.
Read articleGet started converting bank statements to OFX.
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