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ProperSoft

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Canada
1 review
0 helpful votes
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Just what i needed
June 24, 2017

I had several years worth of PDFs from my bank that I needed to get into Quicken. Anything I tried was either going to be quite expensive or quite cumbersome. Then I found this program. It's so simple to use, and so fast. Many thanks to the technical support group. I bought the wrong version initially and they were very gracious and letting me get exactly what I needed at no additional charge. Really responsive to my email heard back within minutes. If you need to get things into Quicken or any other financial software program, this is the suite of conversion packages that you need.

Date of experience: June 23, 2017
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Susan

Mexico
1 review
0 helpful votes
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Needed to convert pdf to qfx so this software sounds perfect, right? Wrong. Errors on converting pdf. Some items, like airline miles, convert into transactions. Great, so you have to go through and manually delete airline miles. But trying to reconcile accounts, blocks of transactions missing. If you have to manually spend a lot of time cleaning up airline miles, or manually entering transactions, kind

Date of experience: May 13, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Charles. The trial shows all parsing results inside the software, so you can see if your PDF file is not supported before ordering. The parser tries to find anything that looks like transactions and has some specific exclusions like interest tables or duplicate check tables. You can uncheck incorrect transactions before converting If a PDF file is image-based and poorly scanned, the parser may not see some transactions. We provide money back guarantee if your file is not converting.

Connecticut
2 reviews
0 helpful votes
Follow Patricia A.
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My credit card's bank changed and no longer downloads into Quicken. The PrioperSoft program converts CSV files so they can be imported without all that typing. Not as smooth as the direct download, (doesn't use my memorized payee list to assign categories, etc.) but still saves me a lot of work. Took me three tries to get it right the first time, but now it is fine.

Date of experience: July 29, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Patricia

New York
1 review
0 helpful votes
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Like their product
December 27, 2016

The product works great, it worked for exactly what I needed it to do. If I could suggest 1 thing that they could do to help those of us that are rookies to this new technology is to post a number that was easy to call for support questions.

Date of experience: December 27, 2016
Sergiy T. ProperSoft Rep
over a year old

Hello Mike, I checked the support records and your refund request for incorrect order was processed on the same day you placed it.

Oklahoma
3 reviews
3 helpful votes
Follow Betty S.
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No longer works well with ANY bank statements. It imports items NOT EVEN IN THE STATEMENTS! AND doesn't import other regular transactions. It does the same with other standard bank statements. WHAT HAVE YOU DONE TO YOUR SOFTWARE?! It used to work so well! Won't be using it or recommending it to CPAs and other bookkeeping entities. Using your software now is more time consuming than manual entry.

Date of experience: January 26, 2023
Sergiy T. ProperSoft Rep
over a year old

Hello Betty, thank you for your review. For specific parsing issues, please contact support at support@propersoft.net

Hong Kong
1 review
0 helpful votes
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Didnt convert more than one file
November 20, 2016

I purchased the software, when I was testing with a bank statement file. After purchasing it converted that file in full with few date mistakes and it worked fine, after that it didnt convert any file at all. I didnt pay the license fee for converting just one file.

Date of experience: November 20, 2016
Sergiy T. ProperSoft Rep
over a year old

Hello Murtaza,

Thank you for taking your time to review our software. We did receive your support request before purchase and provided you with discount by your request and then provided support to you for the issue with your PDF files.

If you are converting PDF files from non-US banks, we request to contact support@propersoft.net to review your files as PDF files especially from non-US banks come in great varieties and we add support for new PDF layouts very often.

We provide free trial, free support before and after purchase as well as money back guarantee to help you in the best way we can to convert your files or give you money back you experienced issues with specific cases and we could not help you.

Cyprus
1 review
0 helpful votes
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Super helpful. I'm using this app every day. And the developer is incredibly supportive. Made my life so much easier. It's worth more the money I paid.

Date of experience: June 8, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Nikolay.

California
1 review
0 helpful votes
Follow Joanne B.
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I needed a conversion application to be able to enter spreadsheet information from Excel to Quickbooks Desktop. I found this one, and it does the job, but it's not that easy. I had to try it several times (in a test company thankfully) to see exactly where and how things post. It has a lot of columns which I didn't need (some people will) and it's really basic.

On the positive side though, it works, and it's not expensive. So thank you!

Date of experience: June 21, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Joanne.

Spain
1 review
0 helpful votes
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Great Aftersales Support
December 3, 2017

I have been using their software for some years no - without any problems. After having to install on a new computer i ran into a problem - and their support solved the problem within an hour. Just great!

Date of experience: December 1, 2017
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Mario

Portugal
1 review
0 helpful votes
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Great support
July 28, 2020

Very useful to Import to MS Money data received when my bank changed its output format. Software is regularly updated, and
Support team is nice and very responsive so it matches any particular need.
Thank you

Date of experience: July 28, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Patrice!

New Zealand
1 review
1 helpful vote
Follow Mark M.
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I had a problem converting data from one version of a money management program to another. I was running my business on this software so this needed to be solved. I had tried numerous experts and spent months myself trying to solve this. Propersoft came up with a simple straightforward solution within a week! Very relieved and grateful.

Date of experience: April 12, 2019
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Mark.

Minnesota
2 reviews
1 helpful vote
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Very Helpful
July 29, 2018

Purchasing this software made it possible for me to convert my Excel files to Quicken format as Paypal has discontinued to allow downloads from their site making it very difficult to download transactions. Works Perfect!

Date of experience: July 29, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, JoAnn.

Washington
1 review
0 helpful votes
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ProperSoft
November 8, 2023

There isn't a better company then ProperSoft to do business with ProperSoft is a family owned business that creates software for importing transaction into Microsoft Money, Quick Books, and Quicken. I've been doing business with Sergiy the owner. And creator of this software since January 31,2011 when Microsoft discontinued Microsoft Money. If it weren't for his software I wouldn't be able to keep my accounts updated. I highly recommend ProperSoft!

Date of experience: November 7, 2023
Florida
1 review
2 helpful votes
Follow Peter D.
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Calling Intuit Tech support was worthless. They wasted almost 2 hours of my time only to find out that they didn't even have a converter in house. I e-mailed the developer after hours and got an auto reply about business hours. I figured the next day he would take care of. Much to my surprise he replied shortly thereafter with how I could rectify the problem and BLAM! It worked. Spend the cash to pay this family man for his brain power then move on with life knowing you did the right thing today my friend.

Date of experience: May 15, 2019
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Peter!

Texas
1 review
1 helpful vote
Follow Tom a.
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Too many bugs to be trusted
September 4, 2016

When the program was not pulling all of the information from my PDF statements I thought we had it functioning after a fairly good response from customer support. Only when I went back to verify that everything was coming through and populating correctly into my QuickBooks online and QuickBooks desktop did I realize that random entries were omitted entirely which throws my entire tax year into recordkeeping chaos. The time I spent worrying about the application should have been spent manually entering each of the hundreds and hundreds of transactions. Can't believe it's the only option and as recommended by intuit. They refunded me my money. I just wish the application was fully baked

Date of experience: September 4, 2016
Sergiy T. ProperSoft Rep
over a year old

Hello Tim, thank you for your review! As PDF documents are coming in endless varieties, free trial and free support are provided before and after the purchase to test the software with your PDF file, as well as refund is provided should you decide to purchase before trying and experience issues after the purchase.

GB
1 review
0 helpful votes
Follow Tim L.
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I purchased one of ProperSoft's transfer tools, which is going to save me a lot of time. On the first day I ran into problems due toa bug in Quicken. Although it was nothing to do with ProperSoft's tool Sergiy really went out of his way to help and in the end provided two possible solutions within hours of contacting support. You can tell by his responses that he genuinely wants to help.

Date of experience: September 22, 2017
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Tim

Ohio
1 review
0 helpful votes
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A Greta Tool
November 21, 2016

I love the program. As a retired financial analyst, it's just what I was looking for. Simple, yet, effective. After 45 years of doing analysis, these days, I look for something that is simple and yet will do the job. Your product fills the bill grandly. Thank you for all you do and this great product. Best wishes.

Date of experience: November 20, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Nicole

New York
1 review
0 helpful votes
Follow Victoria T.
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This product has saved me so much headache.
September 24, 2021

So many banks and credit cards QBO files don't upload all of the transactions and make the process much longer than it needs to me. With Propersoft, I can ensure all of my transactions are in CSV before converting it to a QBO file. I got this thinking, if it was helpful once it would be worth it, now I can't imagine working without it.

Date of experience: September 24, 2021
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Victoria!

Brazil
1 review
0 helpful votes
Follow Cassio B.
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I surveyed several other products to translate my bank off to input in quicken this one was the only one that worked proper and without hassle, and it can join multiple files in one output

Date of experience: June 10, 2024
Sergiy T. ProperSoft Rep
11 months ago

Thank you for your review, Cassio!

New York
1 review
0 helpful votes
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Absolutely the best
August 24, 2016

I faced having to keyboard several years of credit card details into Quicken. I knew that a work-around must exist and I found this wonderful package. With some support from Word and Excel, Propersoft saved me weeks of drudge work.
I cannot praise the product and the product support that that I received with enough stars.
Thanks so very much

Date of experience: August 24, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Richard

Overview

ProperSoft has a rating of 4.6 stars from 151 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with ProperSoft most frequently mention customer service, credit card and bank statements. ProperSoft ranks 2nd among Accounting Software sites.

service
13
value
21
shipping
9
returns
6
quality
20