https://github.com/ali5ter/pdf-to-csv
🧩 A simple Bash script for macOS to convert PDF statements into a format compatible with Quicken Simplifi.
https://github.com/ali5ter/pdf-to-csv
bash financial-data quicken quicken-simplifi
Last synced: about 8 hours ago
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🧩 A simple Bash script for macOS to convert PDF statements into a format compatible with Quicken Simplifi.
- Host: GitHub
- URL: https://github.com/ali5ter/pdf-to-csv
- Owner: ali5ter
- License: mit
- Created: 2025-06-22T18:04:09.000Z (about 1 year ago)
- Default Branch: main
- Last Pushed: 2026-01-13T21:42:41.000Z (6 months ago)
- Last Synced: 2026-01-13T23:58:09.256Z (6 months ago)
- Topics: bash, financial-data, quicken, quicken-simplifi
- Language: Shell
- Homepage:
- Size: 15.6 KB
- Stars: 1
- Watchers: 0
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE.txt
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README
# pdf-to-csv
A simple Bash script for macOS to convert PDF statements into CSV format for Quicken Simplifi import.
Uses the correct Simplifi import format (which differs from their documentation).
## Features
- Extracts transaction data from PDF files
- Converts to Quicken Simplifi-compatible CSV format with proper headers and formatting
- Interactive confirmation before overwriting files
- Visual feedback with spinners and colored status messages
- Easy to use from the command line
## Requirements
- macOS
- `bash` 4.0+
- `pdftotext` (part of [poppler-utils](https://poppler.freedesktop.org/))
- `awk`, `sed`, and other standard Unix utilities
- [pfb](https://github.com/ali5ter/pfb) - terminal feedback library (must be installed and on `PATH`)
## Installation
1. Clone this repository:
```bash
git clone https://github.com/ali5ter/pdf-to-csv.git
cd pdf-to-csv
```
2. Install dependencies:
```bash
brew install poppler
```
Install [pfb](https://github.com/ali5ter/pfb) and ensure it is available on your `PATH`.
3. Make the script executable:
```bash
chmod +x pdf-to-csv.sh
```
## Usage
```bash
./pdf-to-csv.sh input.pdf
```
- `input.pdf`: The PDF statement to convert
- The resulting CSV file is created in the same directory as the input PDF with a matching name.
## Example
```bash
./pdf-to-csv.sh statement.pdf
```
This will generate `statement.csv` in the same directory.
## Output Format
The script generates CSV files in the correct Quicken Simplifi import format:
- **Headers**: Date,Payee,Amount,Category,Tags,Notes,Check_No
- **Date format**: M/D/YYYY (4-digit year required)
- **Amount format**: No `$` or commas, negative for expenses (e.g., `-50.00`)
- **All fields quoted**: Ensures compatibility with Simplifi's import
- **Category field**: Left empty (will import as "Uncategorized" in Simplifi)
**Note**: Simplifi's documentation incorrectly shows 2-digit years (M/D/YY),
but the actual import requires 4-digit years (M/D/YYYY).
## License
MIT License
## Disclaimer
This script is provided as-is. Please verify the output before importing into Simplifi.