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)
• awk, sed, and other standard Unix utilities
• pfb - included as a git submodule for enhanced terminal feedback

Usage

./pdf-to-csv.sh input.pdf

• input.pdf: The PDF statement to convert
• The resulting CSV file will be created automatically in the same directory as the input PDF, with a similar name.

Installation

1. Clone this repository with submodules:

   git clone --recurse-submodules https://github.com/ali5ter/pdf-to-csv.git
   cd pdf-to-csv

   If you've already cloned without submodules, initialize them:

   git submodule update --init

2. Make the script executable:

   chmod +x pdf-to-csv.sh

Example

./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.