moneythumb converts PDF to QFX

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Has anyone used moneythumb?

I can only download TD Bank 6 mths back, so I found moneythumb, it made the QFX file

file

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  • Lorita
    Lorita Member
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    I am working in Windows, using Parallels

  • splasher
    splasher SuperUser ✭✭✭✭✭
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    What the error message is telling you is that the .QFX file created by moneythumb does not identify the account as coming from a participating Quicken financial partner.

    So, somewhere in your moneythumb setup, you did not select the appropriate financial institution as your TD Bank. You need to contact moneythumb for help.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Ps56k2
    Ps56k2 Alumni ✭✭✭✭
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    open the QFX file with Notepad - it's just a text file - scroll down a little -

    look for the FI number - this is the Financial Institution ID for Quicken to match…..
    Here is Chase - let us know what number you find, and we can look for it in the Quicken FIDIR list -

    <FI>
    <ORG>B1
    <FID>10898
    </FI>
    <INTU.BID>10898

    10898 10898 10898 Chase https://www.chase.com/ 1-877-242-7372
    https://www.chase.com/ ACTIVE
    BANKING,CREDIT&WEB-CONNECT
    BANKING,CREDIT,ACCOUNTINFO,INVESTMENT&EXP-WEB-CONNECT

  • Ps56k2
    Ps56k2 Alumni ✭✭✭✭
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    BTW - what does the PDF topic title mean… —> moneythumb PDF to QFX

  • Lorita
    Lorita Member
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    what does the PDF topic title mean… —> moneythumb PDF to QFX

    This means taking a PDF statement and change it to a QFX file to import into Quicken

  • Ps56k2
    Ps56k2 Alumni ✭✭✭✭
    edited March 2023
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    huh ?
    a PDF file is a specially formatted file - and QFX is a plain text file with plain markup tags as above in my Chase example-

    So …. how do you "change " a PDF file into a QFX text file ?

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    edited March 2023
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    So …. how do you "change " a PDF file into a QFX text file ?

    That's what Moneythumb does.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • Ps56k2
    Ps56k2 Alumni ✭✭✭✭
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    oh wow .. @Rocket J Squirrel - tnx

    Still would be interesting to see the resulting QFX text file -

    https://www.moneythumb.com/pdf-to-quicken/

  • Lorita
    Lorita Member
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    Moneythumb was helpful, I am Cdn and I used the right bank, but it does exist in USA and thus the FID was USA.

    Changed to right one, worked like a charm.

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    It would be interesting to know how Moneythumb determined the FID. Maybe they have made a copy of the fidir.txt file and search it, but only have the US version of it. What I do in ImportQIF is just point the user at the fidir.txt file and have them put in th FID.

    Note that ImportQIF doesn't do PDF conversions. The PDF format can be extremely complicate even to the point that what you are looking at is an image that has to be read by OCR, so I don't touch that format.

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  • Lorita
    Lorita Member
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    When you load your PDF you choose whether an account, credit card . . .

    Then you choose FID, it can be the wrong institution, however, you put yr acct number in so Quicken recognizes that then just specify what acct you want to put it in.

    I use TD bank for one acct, so no issue directly loading to the correct acct, then I used the same FID for another account and just switched before it was uploaded.

    You can load several PDF statements at one time too and then upload the conversion all together as well.

  • Lorita
    Lorita Member
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    They have within the program FIDs to choose from btw, no need to actually look for it either.

    Support was very responsive as well.

  • Lorita
    Lorita Member
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    example of how it is done —

    https://youtu.be/PNLfYHtpsHI

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    @Lorita Thanks for the information.

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