Articles and updates on bank statement conversion, reconciliation and automation.
Yes. Wise exports CSV or XLSX per currency balance, and its official statement is a PDF. Here is every export route on web and mobile, and how to get all your currencies into one Excel sheet.
Read articleYes. The Wallet app exports Apple Card transactions as CSV, OFX, QFX, or QBO, one statement month at a time. Here is every export route, and how to merge a year of statements into one Excel sheet.
Read articleGot a bank export with separate Debit and Credit columns, but your importer wants one signed Amount field? Happens all the time. The good news: turning those two columns into a single Amount (money ou...
Read articlePulling intraday statements and getting a CAMT.052 XML back? Yep, Excel won’t love that. ISO 20022 XML is neat for machines, not so much for people trying to reconcile by 5 p.m. Instead of a tidy...
Read articleOpen a CAMT.054 XML and it’s just walls of angle brackets. Perfect for machines, not so fun for recon. Most finance folks want tidy rows in CSV or Excel, not nested tags. Here’s a down-to-earth walkth...
Read articleA BAI2 file is fixed-width bank text, not a spreadsheet. Here is how to convert BAI to CSV or Excel with control totals checked, plus the record-type reference.
Read articleClosing the books shouldn’t mean copying and pasting. If you’re juggling monthly CSV downloads from a bunch of bank accounts, let’s fix that. I’ll show you how to combine multiple bank statement CSV f...
Read articleMT942 files are super handy for intraday insight… until you open one and it’s a wall of tags and commas. If you need to convert MT942 to CSV or Excel (XLSX) for analysis, reconciliation, or quick impo...
Read articleYour bank sends CAMT.053 XML, but you live in Excel. Same here. The data is rich and tidy, just not in a format you can pivot, filter, or hand to the auditor without a sigh. This guide shows how to co...
Read articleOpen an MT940 file and you’ll see a wall of SWIFT tags, not tidy rows. Yep, it’s normal to feel stuck. What most finance folks want is simple: clean tables you can pivot, reconcile, and push into your...
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