Convert to Spreadsheets - pdf to csv, and qif to csv

MoneyThumb's financial file converters for Spreadsheets can easily convert your financial transaction data from virtually any source into .csv format. Microsoft Excel and/or other spreadsheet programs can then easily import the transaction data for integration into your total financial picture.

Historical Transaction Data & PDFs

Microsoft Excel and general spreadsheet users have faced a challenge in importing bank, credit card or brokerage transactions that are 6 months or older. This is because a large number of financial institutions only supply historical transaction data in .pdf format, which Excel and other spreadsheet programs do not natively import. Fortunately, MoneyThumb's pdf2csv Convert+ makes use of advanced algorithms to compare your .pdf file against those supplied by hundreds of financial institutions and ensures that your .pdf to .csv file conversion is smooth and easy.

Additional Use Cases

You may want to move your personal financial data from an older version of Quicken or other program that uses the .qif format into Microsoft Excel or another spreadsheet program. Our qif2csv Convert does the trick. Or you may have financial transaction data sitting in Quicken 2007 for Mac that you need to get out to Microsoft Excel or a similar spreadsheet.

Converters that Import into Spreadsheets

Those that use spreadsheets for financial management will benefit from MoneyThumb’s convert to .csv line. The simple converter software allows for conversion into .csv format, which can then be imported into Excel and other spreadsheet software. MoneyThumb has one option for converting Quicken to Excel: .qif to .csv. It’s quick and easy to convert from QIF (Quicken Interchange Format ) to .csv spreadsheet/Excel files. Spreadsheets are often preferred because they are easy to use and readily available. Complications arise when there is a need to import a PDF into spreadsheets. Excel and other spreadsheet software options don’t accept PDFs, so the document would first need to be converted to CSV. MoneyThumb’s convert .pdf to .csv is especially helpful when downloading historical transaction data and older statements that are only available as PDF files.