Convert bank and credit card statements saved as PDF files to the OFX format in a couple of simple steps, with this easy-to-use application.
- Version : 188.8.131.52
- License :Trial
- OS :Windows All
- Publisher :ProperSoft
Bank statements are commonly saved to the PDF format, which offers many advantages. However, it is often difficult to load these transactions into specialized financial applications.
PDF2OFX is a lightweight utility that enables you to convert transactions stored in PDF files to the Open Financial Exchange (OFX) format. It is simple to use and features a minimalistic user interface.
Load transactions easily and combine multiple PDF files
The process of importing financial information is very straightforward, although it would have been better if drag and drop actions were supported. Even password-protected PDF files can be loaded.
Additionally, the application allows you to add two or more PDF files to the processing queue in order to merge the transaction data they contain into one OFX file. However, they must all be loaded at once, as new entries cannot be added subsequently.
Customize various output parameters and create an OFX file in seconds
Once you have added the data to be processed, you can set the account type, account number, currency, end balance and date format, as well as select the desired formatting of the output file.
Moreover, PDF2OFX allows you to set the bank ID and branch number, specify which type of character encoding should be used and choose between several types of decimal separators.
Relatively novice-friendly, but lacks in-depth documentation
Thanks to the application’s minimalistic layout, first-time users should not have too much trouble getting to grips with the available functions.
However, it would have been great if a more detailed user manual were included, as the available documentation is not what we would call extensive.
All in all, PDF2OFX is a useful app that can come to the aid of users who need to extract transactions from PDF bank statements and export them to the OFX format. It offers a decent set of features and comes with a minimalistic, novice-friendly UI.