Articles and updates on bank statement conversion, reconciliation and automation.
Never trust a converted statement until it foots. Five checks, in order, that catch every common extraction error in about five minutes: the balance tie-out, the transaction count, the date boundaries, the sign convention, and a targeted spot check.
Read articleBuild a bank statement pivot table in Excel to total spending by category and by month. The setup, the four formatting problems that break it, and the fixes.
Read articleDuplicates almost always trace back to two things: overlapping date ranges and a file format that carries no unique transaction ID. Here is how to prevent both, and how to clean up the ones already in your books.
Read articleYou can build a complete expense report straight from a bank or card statement. Convert the PDF to a spreadsheet, categorize each line, drop the transfers, and total by category.
Read articleSoFi gives you a CSV of roughly the last two years, but no Excel file and no running balance. For older history, closed accounts, or a clean reconcile, convert the statement PDF instead.
Read articleEastern Bank lets you download recent transactions, but online history runs only about 13 months and the raw download drops the running balance. For older history, convert the statement PDF.
Read articleThe honest answer depends on your transaction volume, your hourly worth, and how close a tax deadline is. Here are the actual tipping points that tell a US small business owner when to hand off the books.
Read articleGnuCash imports transactions from CSV, OFX, QFX, and QIF, but never from a PDF. Here is the exact way to get a bank statement into GnuCash, whether you use the CSV column-mapping assistant or the OFX importer.
Read articleRecurring charges hide because they are small and monthly. Convert the statement to a spreadsheet, sort by merchant and amount, and the subscriptions you forgot about line up in one column ready to cancel.
Read articleTwo company entry descriptions became mandatory in March 2026. Here is exactly which entries are affected, why batching may need to change, and how to audit a file in a few minutes.
Read articleCancel anytime from your account settings · refund policy
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