Conversion01
Convert a Bank Statement to CSV
Choose the right PDF or delimited-file workflow.
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Guide library
Bank file guides
Practical guidance for cleaner, reviewable accounting imports.
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Conversion & file formats
Preparation02
Prepare a Bank CSV
Check fields, dates, direction, duplicates and balances.
Read guideQIF03
QIF to CSV Conversion Checklist
What to check when converting a legacy QIF export.
Read guideFile formats04
OFX, QFX and QBO: What’s the Difference?
How these three related bank-export formats differ.
Read guideMT94005
MT940 Statement Conversion Guide
Reading MT940 :61:/:86: fields and known conversion limits.
Read guideCAMT.05306
CAMT.053 XML Explained for CSV Users
ISO 20022 statement entry fields, explained plainly.
Read guideUnderstanding statement data
Amounts07
Debit/Credit Columns vs a Signed Amount
Comparing the two common bank-CSV amount layouts.
Read guideTerminology08
Money In, Money Out, Debit and Credit
A plain-language explanation of statement direction terms.
Read guideDates09
Transaction Date vs Posting, Value and Settlement Date
Why a statement can show more than one date per transaction.
Read guideDuplicates10
Find Duplicate Bank Transactions in a CSV
A safer, multi-field way to spot true duplicates.
Read guideReconciliation11
How Bank Statement Reconciliation Works
Opening-to-closing and row-by-row balance checks.
Read guideAccounting software imports
QuickBooks12
Common QuickBooks CSV Import Errors
Troubleshooting the most frequent QuickBooks import failures.
Read guideXero13
Xero Bank CSV Formatting Guide
Core fields and checks for a clean Xero import CSV.
Read guideZoho Books14
Zoho Books CSV Formatter Guide
Select the right layout and review flagged rows.
Read guidePrivacy & safety
Privacy15
Protect Financial Data When Using Online File Tools
A privacy checklist for choosing and using converters.
Read guideReady to work with a file?
All ten tools process supported files locally in your browser and let you review results before export.