Articles and updates on bank statement conversion, reconciliation and automation.
Your 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 articleSnapped a photo of a bank statement and need it in a clean spreadsheet—without spending your afternoon retyping? You’re not stuck. You can turn a bank statement image (JPG/PNG) into Excel or CSV in a ...
Read articleBank gives you OFX or QFX files. Your spreadsheets want CSV or Excel. That gap slows everything down when you’re trying to reconcile, report, or just figure out where the money went. Let’s keep it sim...
Read articleEver double-click a bank statement CSV and watch everything smash into column A? Yep, been there. It tanks reconciliations, messes up dates and amounts, and eats time you don’t have. Here’s what’s goi...
Read articleOpen a bank statement PDF, send it to Excel, and boom—half your sheet is “Page 1 of 5,” “Statement Period,” logos, and fine print. Annoying, right? Those repeats clog up your rows, mess with formulas,...
Read articleTwo-column bank statements look neat on paper and chaotic in Excel. Debits live on one side, credits on the other, plus headers and footers sprinkled everywhere. If you’re trying to reconcile, build w...
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