It is only natural that you are skeptical about entrusting applications with your financial data. Still, if said programs prevent your documents from leaving your computer and do not collect data, you should be safe.
A software utility that promises to ensure this degree of security is Portable PDF2QIF, which enables you to convert your transactions from PDF to QIF so that you can subsequently import them to various accounting software.
As you have probably realized it just by reading its name, the program is portable, which means there is no need to install it on your PC. Apart from that, transferring it from one device to another via a USB stick is possible.
Regarding the software utility’s capabilities, it is worth mentioning that, before anything else, it lets you review your transactions packed as PDF documents. A multitude of details such as date, amount, deposit, payee, memo, and more, are displayed, with the possibility of preparing for conversion strictly the rows you are interested in.
Once you are done reviewing your transactions, you may want to look into some output settings. You can thus mark all transactions as cleared, limit memo to 63 characters, limit category to 40 characters, as well as select the currency and shares format. Aside from that, choosing a suitable encoding method is possible.
What you can be sure of is that your newly created QIF file can be imported to Quicken PC 2005-2017, YNAB, NetSuite, AceMoney, LessAccounting, and more, which obviously gives you considerable freedom.
On an ending note, Portable PDF2QIF is an intuitive program designed to help you transition your PDF files containing financial data to QIF while also letting you inspect their contents in the process. Figuring out the program's particularities requires no remarkable tech skills, and getting accustomed to its GUI is a matter of minutes, for which reason anyone could give it a try.
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