PDF2CSV

PDF2CSV version 4.0.154 is an essential tool for anyone needing to convert transaction files into a format that's easy to archive or print. This software, developed by ProperSoft, stands out in the Photo & Graphics category, specifically within the Converters subcategory.

With PDF2CSV, users can effectively convert PDF to CSV/Excel and then import these files into a variety of financial applications such as Excel, QB Online, Xero, and YNAB. This functionality is notably useful for those who need to extract transaction data from text-based PDF files directly from their bank statements. To ensure optimal performance, it's crucial that the PDF statement be downloaded directly from the bank and that text within the PDF is selectable and can be copied when viewed in a PDF viewer.

Supported across Windows 7, 8, 10, and 11, PDF2CSV is accessible to a wide range of users with different operating systems. Previous iterations of the program, such as versions 4.0, 3.8, and 3.5, have established a solid foundation, continuously improving to meet users' needs. The program comes with a Shareware license, allowing potential users to try out the software before making a purchase.

For those seeking a reliable tool to convert and manage financial data, PDF2CSV offers a streamlined solution. The executable file, pdf2csv.exe, simplifies the installation process, ensuring that even less tech-savvy users can get up and running quickly.

Pros:

• Efficiently converts PDF to CSV/Excel for further use in financial applications.
• Supports a wide range of Windows operating systems.
• Allows for text extraction from bank statements, ensuring accurate data conversion.
• Well-suited for archiving and printing transaction files.

Cons:

• Requires the PDF statement to be downloaded directly from the bank.
• The PDF file's text must be selectable and allowed to be copied, limiting the use of scanned or image-based PDFs.

It is not possible to confirm if there is a free download for this software available on the developer's website. We recommend checking the downloaded files with any free antivirus.

You may want to check out more software, such as Lighten PDF Converter, which might be similar to PDF2CSV.