MoneyThumb simplifies your lending and financial accounting through easy-to-use financial file converting and analysis tools. Our products move transaction data from where you have it to where you need it, helping speed up financial decision-making with more accuracy.PDF Insights:Enables banks and lenders to read and analyze financial documents in seconds to determine a loan applicant’s creditworthiness.Thumbprint®:Helps banks and lenders instantly evaluates and scores the authenticity of PDF financial documents giving you a fraud score so you can make more confident lending decisions.Accounting File Converters:Helps accounting professionals and small businesses convert virtually any file type into the QBO, QFX, OFX, or other formats for quick and easy import into your accounting system.
MoneyThumb (moneythumb.com) has 90 customer reviews on Five Star Index, with an average rating of 3.5 out of 5.
Also known as
moneythumb.com
Website
moneythumb.com
Category
Internet & Software
Location
Encintas, California
Listed on Five Star Index
2026
About these reviews
Replies
The company replied to 56% of reviews.
Latest
Most recent review: June 2026.
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Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
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What a great product, changed our underwriting process completely and their support staff is top-notch. Attends to problems immediately and super responsive.
Response from MoneyThumbNov 12, 2025
Hi SZ - Thank you so much for taking the time to share this! We’re thrilled to hear MoneyThumb has made such a positive impact on your underwriting process. Our team takes a lot of pride in being responsive and helpful, so it means a lot to know that’s coming through. We truly appreciate your partnership and look forward to continuing to support your success!
~ The MoneyThumb Team
MP
Mr PHILIP C.
All Conversions Failed
1st conversions with money thumb did not work properly. Support tried to help, though had pbms fixed only to import 3 accounts into quicken, and when manually tried correct errors, caused other accounts to blow up. Paid for 63 extra conversions, but conversions failed. Support offered to do the conversions and did, but turns out a month of transactions were missing. Then support complained they were taxed too much and told me to fix stuff myself manually and later to go find someone else's software to do the job because I complained too much.
Response from MoneyThumbSep 11, 2025
Hi Philip - We’re sorry this experience didn’t meet your expectations. For transparency, our support team invested substantial time working with you across many email exchanges, reconversions, and troubleshooting steps.
When you reported duplicate transactions, we confirmed they were Quicken transfer entries, not MoneyThumb conversion errors — something you later acknowledged to us. To help further, we reorganized nearly four years of your PDFs by year, reconverted three accounts multiple times (including with optional settings you later requested), and provided both QFX and CSV formats to help you simplify the reconciliations.
When you reported missing transactions, we verified they were present in the converted files and we even went a step further and researched Quicken-specific fixes for you. Our customer service manager worked directly with you to help resolve your challenges and she remained professional and patient throughout. Any feelings that we were “taxed too much” was clearly misunderstood as we are always eager and happy to provide outstanding support to our customers. Ultimately, many of the issues stemmed from Quicken’s handling of imports, which is outside of MoneyThumb’s control.
We remain confident in both our product and the professionalism of our support team and we welcome the opportunity to work with you in the future.
MO
Moflt
My purpose was to convert a .cvs file…
My purpose was to convert a .cvs file to a Quicken gfx file or a .qfi file. I loaded the .cvs file into the program and it would not let me convert without making changes to the data column headings. It is very confusing and there are no instructions. With only 5 conversions per month allowed, I wasted 2 on trial and error... I have since canceled my subscription.
(Also, no fault of MoneyThumb, but Quicken only allows a few months to be downloaded, so not very useful if you need to keep the historical records for a longer period.)
Response from MoneyThumbAug 5, 2025
Hello Moflt - we are sorry to hear that you experienced some challenges converting your .csv file to the Quicken format. We are not able to find your email address in our system, nor the name you used here. If you would please contact our support team (https://www.moneythumb.com/contact/), and send the file that you were having issues with, we can take a look. It's likely something that we can easily help you rectify. We would appreciate the opportunity to correct this for you.
Sincerely,
MoneyThumb Support
TB
Tom B.
Easy to Convert Bank & Credit Card Stmts & upload to Xero
The product is flawless in converting bank and credit card statements by our CPAs in Manila and import the results into Xero to prepare monthly bookkeeping for our US Clients.
Response from MoneyThumbAug 3, 2025
Thank you so much for the great review! We're thrilled to hear that our tools are helping your CPA team in Manila seamlessly convert statements to Xero and streamline bookkeeping for your US clients.
We appreciate your support. Thanks again for your review.
JL
Jose Luis B.
The product is excellent
The product is ecxcellent
Response from MoneyThumbJul 2, 2025
Hi Jose - thank you for taking the time to review MoneyThumb. We are so glad to hear that you're finding the product helpful. We value you as a client and truly appreciate your feedback.
The MoneyThumb team
JV
Jesus V.
response time from customer service
response time from customer service
Response from MoneyThumbJul 3, 2025
Hi Jesus,
Thank you for your feedback. After reviewing your account, we found that you submitted three separate tickets for the same issue within a 9-minute window. To prevent confusion and ensure efficient service, our support team follows a standard procedure of merging or closing duplicate tickets so that our team isn’t working on the same issue in parallel.
Your original ticket was responded to within 19 minutes—well within our typical response window and much faster than most SLAs. However, it appears you may not have seen our reply, as we never received a response from you. If that’s the case, we’re happy to resend the communication and provide timestamped records to clarify.
We take customer service very seriously and pride ourselves on fast, helpful support. Based on the facts, we believe the 1-star review is unfounded. We’d greatly appreciate if you would remove your review as it does not accurately reflect what happened. Please don’t hesitate to reach out at https://www.moneythumb.com/contact/ if you would like to walk through the timeline.
Sincerely,
The MoneyThumb Team
SK
SKarowe
Great customer service and support
Customer service before and during my subscription has been great! People are kind and knowledgeable and quickly responded to my questions and pleas for help. The software worked perfectly and was very easy to run. Definitely recommend them to anyone needing files converted to QBO files
Response from MoneyThumbJun 5, 2025
Thank you so much for the kind words! We’re thrilled to hear that your experience with our customer support—and the software itself—has been such a positive one. It's great to know that everything ran smoothly and that we could be there to help when you needed it. We truly appreciate your recommendation and look forward to continuing to support your file conversion needs! We will share your feedback with our support team.
KE
Kevin
I purchased the conversion software to…
I purchased the conversion software to convert a qfx to a qbo file. The program does not recognize the file. I've reached out to Customer Support 2x in the past 10 days with zero response. I've called their offices. The message referred me to contact them via their website. Which is zero response. I urge anyone considering doing business with the company to research other companies and look elsewhere.
Response from MoneyThumbMay 20, 2025
Hi Kevin - We’re sorry to hear about your experience. At MoneyThumb, top-notch customer service is one of our core values, and we pride ourselves on fast, reliable support.
We searched our records and couldn’t find any support tickets or messages from you, nor a purchase matching the product you mentioned with your name or email address. It’s possible there was a technical issue or a mismatch in contact info.
Please reach out to us directly at [email protected] with your order details and the email address you used to purchase the software so we can look into this right away. We’re here to help and would appreciate the chance to make it right.
Sincerely,
The MoneyThumb team
