Articles and updates on bank statement conversion, reconciliation and automation.
Month-end sneaks up, your bank drops a pile of PDFs, and NetSuite just shrugs unless you hand it a tidy CSV. If you’ve dealt with copy/paste spaghetti, dates flipping on you, or amounts that import ba...
Read articleIf your bank sends “combined” statements—one PDF with several accounts—you’ve felt the pain. Hours of copy/paste just to reconcile or import. No thanks. Here’s the fix: split that combined bank statem...
Read articleOpened an ACH file and got a wall of text in Excel? Yep, that’s normal. NACHA files are fixed‑width text (94 characters per line). Perfect for banks, not exactly friendly for spreadsheets. But you sti...
Read articleIf you budget in YNAB and your bank only hands you PDFs, you’ve hit a wall. YNAB can’t read a PDF, so you need a clean CSV that fits what YNAB expects. The fix isn’t hard once you know the rules. You’...
Read articleMonth-end is tough enough without wrestling with stubborn PDFs. If you’re in accounting, bookkeeping, or finance ops on Windows 10/11, you’ve probably thought: how do I get a bank statement PDF into E...
Read articleIf you handle money stuff on Linux, you’ve probably fought with bank statement PDFs when all you want is a clean spreadsheet. Copying rows by hand? Not fun, and it breaks quickly. Also, those statemen...
Read articleMonth-end sneaks up, your bank hands you PDFs, and you’re on a Chromebook where everything lives in Excel, CSV, and Google Sheets. Yep, that combo can be annoying. Good news: you don’t need Windows or...
Read articleOnly have bank statements as PDFs and need them in Xero today? You’re not alone. Xero won’t import PDFs, and typing rows by hand is slow and risky. The quick fix: turn that PDF into a clean CSV that m...
Read articleMonth-end sneaks up, reconciliations are due, and your transactions are stuck in a PDF. If you’ve ever tried retyping or messy copy/paste on a Mac, you know the pain. Here’s a simple way to turn a ban...
Read articleMonth-end shouldn’t mean digging through portals, copy‑pasting from PDFs, and babysitting cranky spreadsheets. You can absolutely automate monthly bank statement PDFs into Excel or CSV, even for multi...
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