moneythumb converts PDF to QFX

Lorita

Has anyone used moneythumb?

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

Screenshot 2023-03-18 at 11.18.09 PM.png

file

Lorita

I am working in Windows, using Parallels

splasher

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.

Ps56k2

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

BTW - what does the PDF topic title mean… —> moneythumb PDF to QFX

Lorita

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

https://community.quicken.com/discussion/comment/20348705#Comment_20348705

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

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

That's what Moneythumb does.

https://www.moneythumb.com/quicken-benefits/

Ps56k2

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

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

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.

Lorita

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

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

example of how it is done —

https://youtu.be/PNLfYHtpsHI

Chris_QPW

@Lorita Thanks for the information.