Articles and updates on bank statement conversion, reconciliation and automation.
How far back can you get bank statements? Most US banks keep them online about 7 years, with older or closed-account copies available on request.
Read articleCiti's credit card CSV export has six columns in order: Status, Date, Description, Debit, Credit and Member Name. Here is what each holds, why the split Debit/Credit layout breaks imports, and how to get older months out of PDF statements.
Read articleLearn how to read a bank statement line by line: the header, summary box, debits and credits, the running balance, and the codes banks use. A clear guide.
Read articleExport Capital One transactions to CSV on the desktop site, or convert your statement PDFs to Excel in one batch. Step-by-step, with fixes for broken exports.
Read articleLenders verify bank statements by reading every page, confirming balances with your bank, and pulling read-only account data. Here is how the process works.
Read articleUnderwriters read bank statements to confirm income, verify reserves, source large deposits, and spot red flags like NSFs. Here is what lenders check and why.
Read articleQuicken cannot read a PDF, so convert your bank statement to a QFX, QIF, or CSV file first, then import it under File, Import. Here is the exact process.
Read articleA step-by-step way to match receipts to bank statement transactions in a spreadsheet, so every charge has proof and your books reconcile cleanly.
Read articleBank statement converter accuracy runs 95 to 99% on text PDFs and 90 to 98% on scans. Learn how to verify your converted data with a quick balance check.
Read articleImport bank statements into Xero: convert PDF statements to a Xero-ready CSV, upload them as statement lines, and reconcile, even for closed or unsupported accounts.
Read articleCancel anytime from your account settings · refund policy
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