MyCase Accounting Bank Reconciliation: Convert PDF Bank Statements to CSV for MyCase

Can MyCase Accounting import a PDF bank statement?

No. MyCase Accounting brings bank activity in two ways: a Plaid bank feed, or a CSV file you upload with Import Transaction from CSV on the Banking tab. Neither reads a PDF. If the only record you have is the statement your bank emails each month, or a scan a client sent over, it has to become a CSV before MyCase can use it.

For most firms that only matters some of the time. The Plaid connection pulls the past 90 days of transactions when you link an account, so anything older than that, and any account at a bank Plaid cannot reach, comes in by file. MyCase says so in its own reconciliation help: if the account is not connected, import the bank statement as a .CSV file. That is the gap this page is about. Upload the PDF above, download a CSV with one row per transaction, and import it the same day.

Plaid bank feed or CSV import: which one does your firm need?

Both routes end in the same For Review list, where each line is categorized or matched. What differs is how far back you can reach and which banks are covered.

Three situations push a firm onto the CSV route. The first is the conversion date: when you start MyCase Accounting you pick a date the books begin, and every month between that date and 90 days ago has to come in by file. The second is an account at a bank Plaid does not support, which MyCase names as the reason the CSV import exists. The third is a broken connection, where the feed stops and the months in between still need to land before you can reconcile.

How do I import bank transactions into MyCase?

Open the Accounting tab, go to Banking, click the bank account and choose Import Transaction from CSV. Browse to the file or drag it in, then click Upload Bank Transactions. MyCase shows a preview so you can confirm the columns came through as expected before anything is imported.

The Map Columns step is where most failed imports start. You choose a Bank Feed Type, Single Column when one signed amount column holds both money in and money out, or Multiple Column when debits and credits sit in separate columns. You pick the Date Format the file uses. Then you map Transaction Date and Description, and optionally Category and Reference. Each field turns from orange to green once it is mapped, and Submit finishes the import with a message showing how many transactions came in and whether any failed.

What should the CSV look like before you import it?

One row per transaction, one date format for the whole file, and amounts MyCase can read without guessing. The converter can give you either amount layout: turn on Split Debit/Credit for separate columns, or leave it off for a single signed amount. Turn on ISO dates if you want every date in one YYYY-MM-DD format.

Before you upload, check one number. Opening balance plus deposits minus withdrawals should equal the ending balance printed on the statement. If it does, every line made it across. If it does not, you find the gap in the spreadsheet in a minute rather than in the reconciliation screen an hour later.

How do I reconcile a bank account in MyCase Accounting?

Go to Accounting, then Bank Reconciliation, and click Reconcile An Account. Select the bank account, confirm the beginning and ending balances against the statement, choose the statement ending date and click Start Reconciling. Tick the items under Logged Journal Entries that appear on the statement until the difference reads $0.00, then click Save and Finish. The finished report stays under the same tab.

Before you get there, the imported lines need to be processed. In Banking, the For Review tab lists every imported transaction. Click Add on a line and either Categorize it, which creates a journal entry with the category Rules suggest, or use Find Match to link it to a record already in MyCase. You can also split a line or exclude it. Everything you process moves to the Reviewed tab.

What about trust accounts?

MyCase does not let you categorize trust account transactions from the bank import. Trust activity has to exist in MyCase already, recorded against the client, so the imported bank lines are there to be matched, not to create new entries. That is exactly what you want for trust compliance: the bank statement proves what the ledger says. A clean CSV with the right dates, amounts and check numbers makes each match a single click, and any line that will not match is the one worth investigating before the month is closed. For the full bank, journal and client ledger check, see three-way trust account reconciliation.

How much does MyCase Accounting cost?

MyCase sells accounting as an add-on to its practice management plans. The figures below were read from the MyCase pricing page in September 2026. Some review sites still quote older plan prices, so check the vendor page before you budget.

Against that, statement conversion is a small line. BankXLSX Starter is $49 a month, or $24 a month billed yearly, for 2,500 pages with unlimited users, which covers a small firm with several trust and operating accounts many times over. Plus adds bulk upload of up to 50 statements at once, the plan to pick when you are loading a year of history on day one. See plans and page allowances.

Moving to MyCase Accounting mid-year

MyCase setup runs in a fixed order: set the conversion date, sync billing and payment data, connect and link bank and card accounts, run the general setup wizard, set up the chart of accounts, then enter opening balances. MyCase recommends taking opening balances from the first day of your next bank statement, which keeps the first reconciliation clean.

If your conversion date sits more than 90 days back, the feed will not cover the start of the year. Convert those statements in one batch, import one CSV per account per month, and reconcile month by month from the conversion date forward. Firms coming from another system can do the same; the Clio bank statement converter and CosmoLex bank statement converter pages cover the other two legal accounting platforms we see most, and catch-up bookkeeping covers rebuilding months that were never reconciled at all.