ProperSoft

Man this thing is a lifesaver bc fidelity 401k stopped providing detailed info downloads. This read my statements and generated the file i needed. Wonderful and thank you!

I don't think I would have ever been able to reconcile the last 10 years of my financial portfolio. I fell behind reconciling 14 cash and investment accounts over the last 10 years. I no longer had electronic OFX access to historical account transactions, but I had 10 years worth of PDF statement files. Entering these statements into Quicken manually would have taken months if not a year. I found ProperConvert with a Google search and I gave it a try. I was amazed. This utility is nothing short of magic. I was able to bulk convert years of PDF statements by multiselecting years of PDF statements and then proofing the results in ProperConvert before automatically importing them into Quicken. Thanks ProperSoft!

This software did exactly what I needed with converting bank files into Quicken readable files. I found it easy to navigate and understand.

I am so thrilled to have come across this software that was a huge life saver to me. I needed to catch years of accounting for a client and this was just a simple as it gets process. I highly recommend anyone that needs to enter multiple transactions to give this software a try!

Having used ProperSoft products for over five years, I can tell you that they excel in great software and friendly customer service. Their products have saved me countless hours of rote transaction input. And, whenever I have had a question - or didn't understand how a product worked with my apps, they answered promptly with genuine concern for getting my issue resolved. As a family run business, I applaud them on creating unique products that are backed by excellent customer care.

Posting large numbers of stock trades took me forever before I found this software. With their fast and professional support, I had the program running perfectly and now posting complex transactions from sites that don't have Quicken integration is a breeze!

Products functions perfectly, saved lots of time and worries. After using it for few years, customer service responded quickly to my need to re-install and acquire reg. Code. I'm very satisfied overall!

Even if I only use this conversion program for a short time to initially set up my QuickBooks, the money spent was well worth it. It saved me weeks of inputting banking transactions manually from the beginning of the year.

I had an excel file with over 1000 rows that I wanted to import in quicken. After som preparation (taking out transfers, categorizing beforehand) everything went ok and is now in quicken (2012, windows).

I purchased ProperSoft's full package more than two years ago & have been very happy with it. It was a one-time purchase, cost very reasonable & it has saved me so much effort for my clients, Highly recommended!

I used Transactions to convert PDF bank statements into QFX to use in Quicken. It worked and saved me from having to enter all my transactions manually. What a relief!
It took a little bit of fiddling around to get things just right because this kind of stuff is not my area of expertise.
What really impressed me was the prompt personal support I got from Sergiy. He helped me figure things out and clearly wanted to make sure it worked for me. If I need to do convert transactions in the future I will use Transactions.
Steven C - Toronto

I needed a conversion application to be able to enter spreadsheet information from Excel to Quickbooks Desktop. I found this one, and it does the job, but it's not that easy. I had to try it several times (in a test company thankfully) to see exactly where and how things post. It has a lot of columns which I didn't need (some people will) and it's really basic.

On the positive side though, it works, and it's not expensive. So thank you!

I have been using their software for some years no - without any problems. After having to install on a new computer i ran into a problem - and their support solved the problem within an hour. Just great!

Very useful to Import to MS Money data received when my bank changed its output format. Software is regularly updated, and
Support team is nice and very responsive so it matches any particular need.
Thank you

Purchasing this software made it possible for me to convert my Excel files to Quicken format as Paypal has discontinued to allow downloads from their site making it very difficult to download transactions. Works Perfect!

I had a problem converting data from one version of a money management program to another. I was running my business on this software so this needed to be solved. I had tried numerous experts and spent months myself trying to solve this. Propersoft came up with a simple straightforward solution within a week! Very relieved and grateful.

I import transactions regularly for many clients into various accounting software, from various source files. The functionality has always been good, and has evolved with time to assist me in having the correct file for a variety of banks when I need it. For what it was designed for and what I require, it is a perfect match. Thank you, ProperSoft!

The support from ProperSoft has been brilliant each time I've contacted them, not concerning the performance of their software which is excellent, but over settings, codes etc. It's 2nd to none. Would highly recommend them.

When the program was not pulling all of the information from my PDF statements I thought we had it functioning after a fairly good response from customer support. Only when I went back to verify that everything was coming through and populating correctly into my QuickBooks online and QuickBooks desktop did I realize that random entries were omitted entirely which throws my entire tax year into recordkeeping chaos. The time I spent worrying about the application should have been spent manually entering each of the hundreds and hundreds of transactions. Can't believe it's the only option and as recommended by intuit. They refunded me my money. I just wish the application was fully baked

I had several years worth of PDFs from my bank that I needed to get into Quicken. Anything I tried was either going to be quite expensive or quite cumbersome. Then I found this program. It's so simple to use, and so fast. Many thanks to the technical support group. I bought the wrong version initially and they were very gracious and letting me get exactly what I needed at no additional charge. Really responsive to my email heard back within minutes. If you need to get things into Quicken or any other financial software program, this is the suite of conversion packages that you need.

Needed to convert pdf to qfx so this software sounds perfect, right? Wrong. Errors on converting pdf. Some items, like airline miles, convert into transactions. Great, so you have to go through and manually delete airline miles. But trying to reconcile accounts, blocks of transactions missing. If you have to manually spend a lot of time cleaning up airline miles, or manually entering transactions, kind

I purchased a simple CSV converter to import some of my transaction history into Quicken. It was a one time purchase. Be sure to read all fine print. Very difficult to get hold of the company. Software however did just what it said it would.

My credit card's bank changed and no longer downloads into Quicken. The PrioperSoft program converts CSV files so they can be imported without all that typing. Not as smooth as the direct download, (doesn't use my memorized payee list to assign categories, etc.) but still saves me a lot of work. Took me three tries to get it right the first time, but now it is fine.