Articles and updates on bank statement conversion, reconciliation and automation.
A BAI2 file is a fixed set of numbered records that carry a bank's daily balances and transactions. Here is what each record code and type code means, with a worked example you can map to a spreadsheet.
Read articleYes. A phone photo of a bank statement is an image with no selectable text, so OCR reads it into Excel. Here is how it works and how to get an accurate result from a picture.
Read articleBank statements show what money left your account, but not why, for what category, or with what receipt attached. Here is when statements are enough and when expense tracking earns its cost.
Read articleBank statement spreading is how a lender turns a borrower's raw statements into structured, categorized cash-flow data used to underwrite a loan. Here is what it means and what analysts actually pull.
Read articleACH, wire, RTP, and FedNow all move money between banks but differ in speed, cost, and finality. See how they compare and how each shows up on your statement.
Read articleNeed a year of statements as a single document, or one merged spreadsheet? Here is how to combine multiple bank statement PDFs into one file, and when merging the transactions beats merging the pages.
Read articleWhen the bank feed will not connect, only goes back 90 days, or drops a closed account, you can still get every transaction into QuickBooks Online by uploading a CSV. Here is the exact format and workflow.
Read articleConverting a folder of PDF statements one file at a time is slow and error-prone. Here is how to convert multiple bank statements to Excel or CSV in a single pass and get one clean, reconciled sheet.
Read articleNonprofits code every transaction twice: by natural category and by function (program, management, fundraising). Here is how to categorize a nonprofit's bank statement so it maps straight to the Statement of Functional Expenses and Form 990.
Read articleTo prove income from Cash App, download your monthly statements and turn them into a clean spreadsheet that totals your business payments. Here is exactly how, and what landlords and lenders actually accept.
Read articleCancel anytime from your account settings · refund policy
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