Articles and updates on bank statement conversion, reconciliation and automation.
Quicken rejecting your OFX or QFX file? Here are the common causes, from wrong import options to a missing bank ID, and how to fix each one so the transactions load.
Read articleAn OFX file is an open financial data format that personal finance software imports directly. Here is what is inside one, how to open it, and how to create an OFX from a PDF statement.
Read articleNo, Quicken cannot import a PDF directly. Convert the statement to QFX or QIF first, then use File Import to bring the transactions into Quicken.
Read articleOFX is the open interchange format, QFX is Intuit's Quicken variant, QBO is the QuickBooks variant. Pick QFX for Quicken, QBO for QuickBooks, OFX for the rest.
Read articleUpload your PDF bank statement to a converter, it extracts the transactions, and you export a QFX file that imports straight into Quicken via Web Connect.
Read articleExport Discover Card transactions to CSV from the desktop Activity page, or convert your Discover statement PDFs to clean Excel in one batch. For bookkeepers.
Read articleExport PayPal transactions to CSV from the Activity page, or convert your PayPal PDF statements to clean Excel in one batch. Step-by-step for accountants.
Read articleYes, you can export Navy Federal (NFCU) transactions to CSV on the desktop site. Here is how to export NFCU activity to Excel and convert PDF statements.
Read articleHow far back can you get bank statements? Most US banks keep them online about 7 years, with older or closed-account copies available on request.
Read articleCiti's credit card CSV export columns are Status, Date, Description, Debit and Credit. Here's how to export Citi transactions to CSV or Excel and tidy them up.
Read articleGet started converting bank statements to OFX.
USD
per month
billed as
$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
per month
billed as
$888 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
