Import notes
- Confirm the account currency.
- Review signs, descriptions and duplicates.
- Enter opening balances separately.
Convert Bank Statement to Sage Accounting CSV
Convert a bank statement into a Date, Description and Amount CSV for Sage Accounting UK or Accounting Start UK. Review the transactions before import.
Accepted: CSV, TSV, TXT and selectable-text PDF Beta. Scanned or image-only PDFs are not supported.
Transactions before this confirmed date block export.
Enter the three-letter currency of the Sage bank or credit-card account.
Conversion result
Source data accounting
Before you import
Open the intended account in Sage Banking, upload the CSV and use the same date order selected here.
Limitations
- Only Sage Accounting UK and Accounting Start UK are targeted.
- Each account and currency needs a separate import.
- Scanned PDFs are not supported.
Sage Accounting CSV questions
Which Sage products does this CSV support?
This tool targets Sage Accounting UK and Accounting Start UK, not Sage 50 or Intacct.
What columns are included in the Sage Accounting CSV?
Date, Description and signed Amount, plus a separate audit CSV.
What should I check before importing into Sage?
Confirm the intended account, currency and date order, then review signs, descriptions and possible duplicates.
Is this an official Sage integration?
No. This is an independent file-conversion tool. Sage does not certify or endorse it.