ProperSoft

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

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

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.

This ProperSoft ProperConvert software is amazing. It has saved me so much time when I needed to convert bank statement pdf transactions to Excel to use to load into Quickbooks accounting software. My secret weapon is exposed. Thanks for creating this software.

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!

Totally satisfied with the Propersoft Transactions product. The purchase was well worth it: It converts bank checking accounts and credit card accounts' statements to iif. Files that import very easily into QuickBooks desktop (in QBks, select File, Utilities, Import). This avoids having to buy new versions of QuickBooks, just to be able to download from the banks.
I also liked the interaction with the Propersoft people on the phone.

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!

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!

Really simplifies all the work processes. We struggled to put all our transitions into our accounting app and had to put everything manually. It took ages for us to put all the data in our system. But this app simplifies everything for us, and it reads all formats.

It works SO well. For some reason, my old MS Money program will not deal with the. Ofx and qfx files provided by MBNA MC online but if I dl the. Csv and use Propersoft Transactions, I just browse to the. Csv, click "convert" and then move on to the next statement. Brilliant, perfect, easy solution.

Great Program to keep your 2005 to 2019 Quicken, Quickbooks program updated indefinitely. ProperSoft allows you to convert the banking download information and PDF banking statements from any year and convert into a format that can be imported into Quicken, Quickbooks. Intuit is a 7 billion dollar company and their business model is to force people to update the program every year. I have been using Propersoft since 2012 and have saved thousands of hours of manually importing the information one line at a time into my Quicken 2008 program. I will never update my Quicken 2008 program. For PDF Bank Statements you can link to Bank2QBO at https://www.propersoft.net/products/bank2qbo

Our bank saves transaction for downloading to Quickbooks for about 6 months. When I realized my partner wasn't reconciling, I embarked on "accounting archeology" to get our books in order. I found ProperSoft which could take PDF statements and translate to QBO transactions that I could import. This saved me many stupefying hours, which I was dreading. Grateful for this tool. I didn't need it indefinitely, just for this one activity, so I rented it for a month, got the job done, and that was it.

Really like this tool. Thanks!

I surveyed several other products to translate my bank off to input in quicken this one was the only one that worked proper and without hassle, and it can join multiple files in one output

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!

Super helpful. I'm using this app every day. And the developer is incredibly supportive. Made my life so much easier. It's worth more the money I paid.

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).

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

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.