Swiftly transfer your transactions and other financial records or data from PDF to OFX format with the help of this streamlined application.
- pdf2ofx Convert
- Version : 10.1.11
- License :Demo
- OS :Windows All
- Publisher :MoneyThumb
pdf2ofx Convert Description
The OFX format (short for Open Financial Exchange) is a probably the most widely-used format for personal finance and accounting applications worldwide.
Considering that PDFs are one of the most versatile formats to date, chances are that you might encounter situations where some financial transactions or information are stored within PDF files.
PDF to OFX converter that is both easy to use and to install
As you may have already figured out just by reading its name, pdf2ofx Convert is a simplistic piece of software that allows you to transfer financial data such as brokerage statements and transactions from PDFs directly to OFX format.
Apart from making sure that Java is present on your computer’s system, the installation process is as streamlined as they get, with the help of a typical installer.
Streamlined workflow and user-friendly interface
The app boasts a ultra-simplistic and intuitive user interface. The main element that stands out is the top toolbar that allows you to save or clear the logs, access the Settings section and, of course, to start the conversion process.
Once your PDF file has been loaded, thanks to the app’s built-in OCR engine, it should be able to recognize any financial-related data and convert the file to OFX format.
Offers a small yet useful set of options
Although the app is designed to be as novice-accessible as possible, you may be required to configure some of its parameters from the Settings section. For example, you may be required to choose the account type and number, bank routing number and the currency.
Furthermore, the app provides you with a set of additional options, such as the possibility to only convert certain pages from your PDF file, to allow dates without any separator and to process statements as a single currency column.
Transfer all your financial data from PDF to OFX format with just a few clicks
All in all, pdf2ofx Convert is a user-friendly and very useful application for all users who find themselves wanting to load their financial records or transactions into specialized accounting applications that might not have PDF support.