Quicken → PezzoFin
Your life crossed the border.
Your finances can too.
You've balanced your accounts in Quicken for years. But your paycheck lands in BBVA, the house rent in Banorte, and your savings are still in dollars. PezzoFin is the ledger that understands both.
Problems we solve
Where does my money go?
Where does my money go?
Upload your bank PDF, categorize in minutes and see spending by category and by class — without guessing from the bank app.
What do I owe on cards and loans?
See card and loan balances, credit utilization and an estimated payoff plan (snowball or avalanche). PezzoFin never pays for you — it only records and helps you plan.
Without giving your bank password
You upload the PDF or CSV statement you already download. Zero connection to online banking.
Categorize in minutes, not hours
Payee rules and reusable classes. Stop typing row by row in a spreadsheet.
01
Before
Fifteen years of Quicken don't go in the trash.
Tuned categories, remembered payees, a class for every house. All that history is worth keeping. You're not the problem: Quicken just stayed on the other side.
With PezzoFin you export your QIF and bring all of it: accounts, categories, subcategories, payees and classes. You review the mapping before confirming.
Quicken_2009-2026.qif
Exported from Quicken
- Accounts
- 12
- Transactions
- 18,406
- Categories
- 142
- Classes
- 6
Ready to import into PezzoFin
02
After
One day your money started living in two countries.
You send dollars to Mexico. You pay business costs in pesos. Family spending is in one currency and a trip in another.
Every transfer has an actual rate and a Banxico FIX rate. PezzoFin keeps both, locks the conversion and tells you what it really cost.
Wise transfer · Oct 23
🔒 Rate lockedOut of BofA
−1,000.00USDInto BBVA
18,245.60MXN- Actual rate
- 18.2456
- Banxico FIX
- 18.4210
- True cost
- $175.40 MXN
03
The snag
Quicken can't read your BBVA, and local apps don't understand the dollar.
You ended up with a frozen Quicken file, a huge spreadsheet and the feeling that you never know what you have in total.
What you tried
- Quicken. Can't read Mexican bank PDFs or really handle MXN.
- Mexican budgeting apps. No USD, no classes, none of your history.
- Uploading statements to any app. Gives you a list. Not a ledger.
- Excel. Works… until you have 6 accounts and 3 properties.
04
Now
One ledger. Two currencies. Your whole family.
You drop in PDFs from BBVA, Nu, Banorte, Santander and 8 more banks. PezzoFin detects the bank, the period and what you already imported. Without giving anyone your password.
You tag with classes: Negocio Familia Viaje Casa. And you see everything in pesos at the day's rate.
Drop your PDF, CSV or QIF files here
No bank username or password
- PDFReady · 64 transactions
BBVA_oct2026.pdf
BBVA
- PDFAlready imported
Banorte_Negocio_sep.pdf
Banorte
- PDFReady · 31 transactions
Santander_TDC_oct.pdf
Santander
- QIFMap 42 categories
Quicken_2009-2026.qif
Quicken
A household like yours
A sample household, at a glance
A fictional example. A small business, family spending, a trip and home — tagged with classes.
Overview
Demo household
Net worth in MXN
1,284,530.40MXN↑ 4.1% in 90 days · FIX rate 18.42
Net cash flow · Oct
42,318.20MXNDebts
−12,640.30MXNRecent transactions
See all →25
OCT
Client invoice
Banorte Negocio · Income
24
OCT
School tuition
BBVA Nómina · Family
23
OCT
Wise transfer USD→MXN
BofA Checking · Transfer
22
OCT
Cancún hotel
Santander card · Trip
Income this year · Business
203,500.00MXNTrip spending · Trips
−86,240.50MXNTrue transfer cost · 2026
−2,148.90MXNThe promise
PezzoFin records. It never moves your money.
- Never connects to your online banking
- Never initiates payments or transfers
- Never stores full card numbers
- Never estimates taxes (that's your accountant's job)
Overview
Demo household
Net worth
1,284,530.40MXNChapter 05
You write the next chapter.
Bring your QIF and your latest statement. In one afternoon you have your full history, in pesos and in dollars.