Import notes
- Choose the export layout your accounting software expects.
- Import one account and currency at a time.
- Keep the audit CSV for comparison.
Clean and Format a Bank Statement CSV
Clean and format a bank statement CSV, TSV or TXT file for accounting import. Review column mapping and every source row before export.
Choose your bank transaction file
Accepted: CSV, TSV or delimited TXT bank transaction files. For a text-based PDF, use the PDF bank statement converter.
Conversion preview
Verify dates, signs, row count and totals against the original file before importing.
Before you export
Confirm the detected columns, then compare dates, signs, totals and row count with the source file.
Limitations
- PDF statements are not accepted here.
- Reconciliation needs usable balance figures.
- Rows marked Needs checking require manual review.
Bank CSV cleanup questions
Which files does the bank statement CSV formatter support?
The tool accepts CSV, TSV and delimited TXT bank transaction files. It does not accept PDF statements.
What is the Row Census?
The Row Census classifies and counts every source row, including transactions, balance markers, repeated headers, totals, notes and blank rows, so every row remains accounted for.
What happens to a row that needs checking?
The row is kept with its original data, marked Needs checking and included in export for manual review. The tool does not guess an uncertain value or silently discard the row.
Is the bank file uploaded?
No. Parsing, mapping, classification and export happen locally inside the browser.