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Bank statements, into spreadsheets
Practical guides to getting statements into Excel, CSV and accounting software, and to checking the numbers once they are there.
Is it safe to upload bank statements to an online converter?
What a bank statement gives away, the questions to ask any converter before you use it, and how to check for yourself whether your file is being uploaded.
· 6 min read
Why your bank statement spreadsheet doesn’t balance
Your converted statement is off by some amount. What that amount tells you, and a one-column formula that finds the exact row where it went wrong.
· 6 min read
How to convert a PDF bank statement to Excel
Four ways to get a PDF bank statement into Excel, what goes wrong with each, and the one check that tells you whether any transactions went missing on the way.
· 7 min read