Guides

Practical, tool-agnostic how-tos for getting bank statement data into spreadsheets and accounting software.

• How to Convert a Bank Statement to CSV
  Get a clean CSV from a PDF bank statement: what a good CSV looks like, manual methods, common traps, and how to verify the numbers.
• Import a PDF Bank Statement into QuickBooks Online
  How to get transactions from a PDF bank statement into QuickBooks Online using CSV or QBO files, with formatting rules and checks.
• How to Import a PDF Bank Statement into Xero
  Turn a PDF bank statement into a file Xero can import. CSV template columns, OFX option, the import steps, and checks to run first.
• How to Convert a Credit Card Statement to Excel
  Convert a PDF credit card statement to Excel. Handle sign conventions, payments and refunds, foreign currency lines, and check totals.
• Password-Protected Bank Statement to Excel
  How to convert a password-protected PDF bank statement to Excel when you know the password, without sending the file or password to a server.
• How to Convert a PDF Bank Statement to Excel
  Turn a PDF bank statement into Excel: Power Query, copy-paste cleanup, and an in-browser converter that checks every balance.
• How to Reconcile a Bank Statement in Excel
  A practical bank reconciliation in Excel: running-balance checks, matching ledger to bank with formulas, timing differences, and a template layout.