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
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The company replied to 56% of reviews.
Latest
Most recent review: June 2026.
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Was not able to convert to the file that I was looking for.
Response from MoneyThumbFeb 11, 2026
Hi Makoto. Thank you for your feedback. We're sorry to hear you had trouble converting your files. Our support team is happy to help troubleshoot and get this resolved for you. Our team is able to resolve the majority of conversion issues we're alerted about. Please reach out to us at https://www.moneythumb.com/contact/ with a few details about the files you were trying to convert, and we’ll take a look right away.
Thank you for giving us the opportunity to resolve this for you.
~MoneyThumb
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
JJ
Jenny J.
Terrible customer service
Ordered the MoneyThumb PDF to QFX converter and it was not able to convert my PDF file - only gave an error message. Despite contacting their customer support immediately and requesting a refund, they instead insisted that I should just buy another (more expensive) product from them. Even though I contacted them literally minutes after discovering that their converter would not work on my file, it took me two days and sending them screenshots of the error (they admitted there was a bug) and my private financial file before they finally agreed to issue a refund. So good in the sense that they finally did issue one, but I've never had a company that gave me such a hard time about it under these kind of circumstances! Ordered ProperSoft's converter for $39.95 instead and have had no problems with it.
