Transfer information from QIF, QFX, QBO or OFX files to PDF with this intuitive application that allows you to filter source transactions.
- Portable Bank2PDF
- Version :3.0.0.2
- License :Demo
- OS :Windows All
- Publisher :ProperSoft
Portable Bank2PDF Description
Portable Bank2PDF is a flexible converter that will transform QuickBooks and Quicken documents to PDF. Users have complete control over what items get transferred.
Navigation is performed via tabs
Users that frequently rely on specialized financial file formats, such as OFX, QIF or QBO will find this software potentially handy, as it allows conversion to commonly-used PDFs. Casual users that might keep household or personal expenses in such formats will also benefit from this utility.
The interface is well-suited to the task at hand, and tabs control most of the navigation. The few menu items available can largely be ignored, as core functions are represented by buttons. All transactions found within the source document are displayed in a large list.
Allows removing source transactions from the list
Once a valid file has been selected, all bank statements are loaded into the main window. One of the great features is that users have complete control over which items actually get transferred to the output PDF document. Simply unchecking an item will remove it from the conversion queue.
Portable Bank2PDF automatically sorts the data found in the source file according to predefined columns (e.g. currency, account name or balance). This allows users to check and double-check the items that will be transferred. After users have selected the desired entries, the transfer is performed via a simple click on the “Convert to PDF”.
Integrates with the default Clipboard
The utility allows printing output files, as well as copying content to Clipboard. Thus, pasting data into Excel or other text editors is a possibility.
To sum up, Portable Bank2PDF is an easy to use financial documents converter that supports several specialized formats.