Articles and updates on bank statement conversion, reconciliation and automation.
Tried to download your Zelle history into Excel? You won’t find an Export button in the Zelle app—because the data lives with your bank, not Zelle. The fix is simple: export your bank account activity...
Read articleYou’re closing the books, the auditor’s pinging you, and you need your Venmo activity in a spreadsheet—like, today. Can you export Venmo transactions to CSV or Excel? Yep. Use Venmo’s desktop site to ...
Read articleYou need your Cash App history in a spreadsheet, not stuck on a screen. Totally fair. Most folks want rows they can sort, filter, and drop into accounting—fast. So, can you export Cash App transaction...
Read articleMonth-end. Audits. Or just trying to get a quick handle on cash—whatever you’re doing, you probably need your Wise data in Excel right now. The short version: yes, you can export Wise (TransferWise) s...
Read articleIf you’re trying to get Apple Card data into Excel for month‑end, you’ve probably noticed there’s no “Export to Excel” button. Don’t worry—there’s a solid workaround. You can export Apple Card transac...
Read articleMonth-end sneaks up, the board deck is staring at you, and you just need your PayPal stuff in Excel so you can get on with it. Here’s the short version: you can export a CSV straight from PayPal for d...
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 articleMonth-end is creeping up, your bank gave you .qbo files, and Excel just shrugs. Double-click and you get weird text, scrambled columns, missing details. The fix is simple: convert QBO to CSV or Excel ...
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...
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