PDF - OFX

[adrian.s...@gmail.com]

Gppd day MSMoney experts. I have used Money for years without really ever getting my head under the bonnet. I subscribe to the group but much of the info is beyond my technical expertise. However, as I regularly download the OFX file from NatWest, my UK bank, but have a credit card with Marks & Spencer, which I am loathe to give up as they have a generous reward scheme BUT don't offer OFX downloads but only PDF summaries, this means I have to check my statements manually, which is a bit of a pain. I would be most grateful for hints on which PDF to OFX converter to use, and how to trim the resulting file so Money can read it. I would be happy for a link to info where I would have to work a bit!

Doc AS

[Cal Learner]

We don't know of such a converter.

See https://groups.google.com/g/microsoft-money/c/RsVSoUJva_o including the  Dan Adkins suggestion.

[Tom Roberts]

If you can convert your transactions to csv, you may be able to convert the csv to qif which you import to Money. 

https://m.youtube.com/watch?v=B4aL7WYugC8&t=23s&pp=ygUGWGwycWlm

On Mon, 10 Feb 2025, 09:12 adrian.s...@gmail.com, <adrian.s...@gmail.com> wrote:

Gppd day MSMoney experts. I have used Money for years without really ever getting my head under the bonnet. I subscribe to the group but much of the info is beyond my technical expertise. However, as I regularly download the OFX file from NatWest, my UK bank, but have a credit card with Marks & Spencer, which I am loathe to give up as they have a generous reward scheme BUT don't offer OFX downloads but only PDF summaries, this means I have to check my statements manually, which is a bit of a pain. I would be most grateful for hints on which PDF to OFX converter to use, and how to trim the resulting file so Money can read it. I would be happy for a link to info where I would have to work a bit!

Doc AS

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[M B II]

Saw a comment that you could copy from the website and paste RECENT transactions into excel before they get PDF'd and maybe that gives you a way to get these into CSV format for 'most' of your transactions so you don't have to manually enter them.  Then manually enter the few that occurred in the few days between Recent and PDF statement that you weren't able to grab.

On Monday, February 10, 2025 at 11:12:20 AM UTC-6 adrian.s...@gmail.com wrote:

[joe dempsey]

You can retrieve data from a PDF file into Excel and then convert it to a CSV file

Use the Data/Get Data menu option

[adrian.s...@gmail.com]

Many thanks everyone. 

M&S have upgraded their app and now I can download a csv file. Huzzah! However, MSMoney cannot digest these files, I find, but requires an OFX file. I cannot find a CSV-OFX converter app, but many websites offer to do this for free if one registers. Why this coyness, I wonder? Since I don't really care who knows what I spend on groceries, and no account info appears on the CSV file, why would I be cautious?

Onward and upward.

Doc AS

[Ameridan (microsoftmoneyoffline.wordpress.com)]

see my article https://microsoftmoneyoffline.wordpress.com/2024/01/18/csv-to-ofx-converter-for-brokerage-accounts-schwab-in-particular/ for details on iCreateOFX.