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About Mercury statements
Mercury is a business banking platform aimed at startups, so its statements are usually for company accounts rather than personal ones. The statement PDF comes from the dashboard, under the account's Statements, and it's usually a company account you're reconciling.
A Mercury statement can cover several sub-accounts, each keeping its own balance, and virtual-card transactions carry the merchant detail. That's exactly the detail that gets scrambled when you paste a PDF into a spreadsheet, and exactly what the converter preserves, column by column.
Dates come through as MM/DD/YYYY and the figures stay in USD (US dollars), so the converted file matches what you'd expect locally. If your only copy is a scan or a phone photo, that's fine — OCR handles it, and the totals still get reconciled.
You end up with a file Quicken accepts on the first try, with the PDF-wrangling taken care of before it gets there.
Why people convert Mercury to Quicken
Quicken can only download so far back, and a Mercury connection might not cover an old account or a closed one at all. Converting the statement PDF to OFX lets you load those transactions in by hand, with a unique id per line so a re-import won't double anything.
The common case is a bookkeeper handed a folder of Mercury PDFs and told to "get these into Quicken." Converting each one is far quicker than retyping, and the balance check means you trust the totals before they land in the books.
Import a Mercury statement into Quicken
Quicken reads OFX (preferred) or QIF.
- Convert the PDF above and download OFX (preferred) or QIF.
- In Quicken: File → Import → Web Connect File for OFX, or File → Import → QIF File for QIF.
- Choose the account to import into.
- Review the register and accept the new transactions.
The totals are checked first
The converter checks the maths before handing you the file — so if a transaction dropped out of the PDF, you know about it now, not when the Quicken balance is off.
Frequently asked questions
How do I get the Mercury statement into Quicken?expand_more
Yes — download OFX (best) or QIF and import it under File → Import. OFX carries a unique id per line, so re-importing the same file won't create duplicates.
What's on a Mercury statement?expand_more
A Mercury statement can cover several sub-accounts, each keeping its own balance, and virtual-card transactions carry the merchant detail. The converter reads each of those into its own column, so the OFX file imports into Quicken cleanly.
Where do I download the Mercury statement?expand_more
From the dashboard, under the account's Statements. Save the PDF, then drop it into the converter above — multi-page and multi-month statements are read in one go.
Can I use a photo of my Mercury statement?expand_more
Yes. Scanned or photographed PDFs are read with OCR into the same columns, and the balance check still runs, so a scan converts the same as a digital download.
What does it cost to start?expand_more
Converting is free to start. Excel, CSV and JSON download with no login; the Quicken file needs a free sign-in.