Guides
Bank statement guides
How to get statements out of your bank, into spreadsheets and accounting software, and how to prove the numbers are complete.
How-to guides
- Bank Statement to CSVTurn a bank statement into a CSV that imports first time: sign conventions, date formats, encoding, QuickBooks and Xero layouts, and final c
- Bank Statements for a MortgageWhat mortgage lenders check on bank statements, why you must send untouched original PDFs, how to share them safely, and how to prepare firs
- Convert a Bank Statement PDF to Excel Without ErrorsThree ways to turn a bank statement PDF into Excel, when each one breaks, and the two formulas that prove every transaction made it into you
- Convert a Scanned Bank Statement to ExcelTell if your statement is a scan, convert it directly with a vision model or OCR it locally first, and catch misread digits with a balance c
- How to Reconcile a Bank StatementWhat footing and cross-footing mean, how to prove a converted bank statement is complete, and how to reconcile your books to the bank, worke
- Import a Bank Statement into QuickBooksGet PDF bank statement transactions into QuickBooks Online or Desktop: which file types each accepts, Intuit's CSV rules, and how to avoid d
- Import a Bank Statement into XeroImport bank statement transactions into Xero: the CSV fields, date formats and sign rules Xero requires, OFX vs CSV, and how to avoid duplic
- Open a Password-Protected Bank Statement PDFWhy banks encrypt statement PDFs, where to find the password for HDFC, Axis, SBI, ICICI cards and Monzo, and how to remove it on your own de
Bank by bank
- Axis Bank Statement to ExcelFour ways to get an Axis Bank savings statement (net banking, app, SMS, website), the password format Axis publishes, and how to convert and
- Bank of America Statement to Excel or CSVDownload Bank of America statements, including copies up to 7 years back, see how BofA lays out deposits and subtractions, and avoid the sig
- Barclays Bank Statement to Excel or CSVDownload Barclays statements as PDF in Online Banking or the app (archive back to July 2013), decode the abbreviations, then convert and rec
- Capital One Statement to Excel or CSVDownload Capital One 360 statements, why you must be on paperless to see them, how combined and quarterly statements work, and how to conver
- Chase Bank Statement to Excel or CSVDownload your Chase statement PDF from chase.com or the app, what Chase's sectioned layout means for conversion, and how to check it before
- Citibank Statement to Excel or CSVGet Citi statements (older ones take 24-72 hours), why Citi may combine several accounts on one statement, and how to convert and reconcile
- HDFC Bank Statement to ExcelDownload an HDFC Bank statement from NetBanking, learn the PDF password (your Customer ID) and 7-column layout, then convert it and check ev
- HSBC UK Statement to Excel or CSVDownload HSBC UK statements as PDF (up to 6 years), when HSBC's own Excel/CSV export is the better route, what CR and DR mean, and how to re
- ICICI Bank Statement to ExcelDownload an ICICI Bank savings statement (last 4 years) as PDF or CSV, where the PDF password comes from, the columns, and how to convert an
- Kotak Bank Statement to ExcelGet a Kotak Mahindra Bank statement via the app, Net Banking, WhatsApp or website, handle the protected PDF, and convert it with every row v
- Lloyds Bank Statement to Excel or CSVDownload a Lloyds Bank statement in the app or Internet Banking, decode UK payment codes like FPI, FPO, DD and SO, then convert and reconcil
- Monzo Bank Statement to Excel or CSVMonzo already exports statements as PDF, CSV or QIF. Here's how, when you'd still convert a Monzo PDF (closed accounts, client files), and c
- NatWest Statement to Excel or CSVDownload NatWest statements as PDF (up to 7 years) in Online Banking or the app, decode NatWest's abbreviations, and convert and reconcile t
- PNC Bank Statement to Excel or CSVDownload PNC statements and Virtual Wallet PDFs, see how long PNC keeps each type and what the summaries mean, then convert and reconcile th
- Revolut Statement to Excel or CSVGenerate a Revolut statement in PDF or Excel, why its balance includes pending transactions, per-currency statements, and when converting he
- SBI Bank Statement to ExcelDownload an SBI statement from OnlineSBI (Excel or PDF), see how SBI Quick's SMS e-statement password works, the columns, and how to verify
- TD Bank Statement to Excel or CSVDownload TD Bank (US) and TD Canada Trust EasyWeb statements, see how TD splits debits, credits and balance by date, then convert and reconc
- U.S. Bank Statement to Excel or CSVDownload U.S. Bank e-statements (up to 7 years) online or in the app, see how multi-account statements are laid out, and convert and reconci
- Wells Fargo Statement to Excel or CSVDownload Wells Fargo statements (7 years for deposit accounts), why the ending daily balance changes how you verify, and when to use activit
- Wise Statement to Excel or CSVWise exports statements as PDF, XLSX, CSV, MT940, QIF or CAMT.053, 365 days at a time. How to download them, and when converting a PDF makes