Articles and updates on bank statement conversion, reconciliation and automation.
Month-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...
Read articleYour bank dropped a fresh BAI2 file, and you need clean numbers in Excel like… yesterday. You open it and boom—headers mixed with transactions, weird decimals, mystery signs, and those 88 continuation...
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...
Read articleGet started converting bank statements to spreadsheets.
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