If you need to import your transactions into dedicated accounting software, the chances are you first want to convert them to the right file format.
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In case you store your transactions as PDF files and want to convert them to OFX, a software utility such as Portable PDF2OFX should be of assistance.
Just by examining the application’s name, you can see that it is a portable tool, meaning that there is no need to install it on your system. Simply run it executable, and you are good to go.
As for the user interface the program prompts you with, it should be noted that it is quite straightforward, and completing a conversion can be done in no more than a couple of minutes.
You first need to indicate the PDF file you want to convert, with the app being able to extract a multitude of details from it. To be more specific, you can find out anything ranging from the involved amount, payee, and date to description, reference, and balance, so that you can review your transaction’s specifics.
Once you are done inspecting your PDF transaction, you may want to look into the output settings and specify the bank ID and branch number as well as select the encoding type that best suits your needs. Aside from that, you can ask the app to open your newly created OFX file after the conversion, duplicate the Payee tab as Memo when missing, use default decimal separators, and more.
Depending on the type of OFX file you want to obtain, there are a series of options as regards the output file format. This means you can process you PDF transactions specifically for one of the following accounting programs: Xero, YNAB, MS Money, Sage One, Ace Money, Ariett, and more.
All in all, Portable PDF2OFX is an approachable piece of software whose purpose is to convert your PDF transaction to OFX format without raising any risks of having your data leaked. The program is easy to get accustomed to, responsive, and is far from being a memory hog, so taking it for a spin might be a good idea if you are looking for a product of its kind.
|File Size: 12.8 MB||Downloads: 5167|
|Added: August 12 2019||
User rating: 4.0
Company: ProperSoft - -
|Supported Operating System: Win XP, Win XP 64 bit, Win Vista, Win Vista 64 bit, Win 7, Win 7 64 bit, Win 8, Win 8 64 bit, Win 10, Win 10 64 bit|