LocalLedger
Guides
Practical, step-by-step help for getting statement data where you need it.
- How to convert a PDF bank statement to Excel (without retyping)Three ways to get transactions from a PDF bank statement into Excel or Google Sheets, what goes wrong with copy-paste, and how to check the result against your balances.
- How to import a bank statement into QuickBooks Online (CSV, step by step)Upload missing bank transactions to QuickBooks Online from a PDF or CSV statement: the CSV layout QBO expects, the upload steps, and how to avoid duplicates.
- How to import a bank statement into Xero from a PDF or CSVGet missing statement lines into Xero: prepare a CSV in Xero's layout, import it into the bank account, and reconcile.
- Convert CSV to QIF for Quicken, GnuCash, Moneydance and other finance appsWhat a QIF file is, which apps still import it, and how to turn a bank CSV or PDF statement into a valid QIF file.
- Convert a bank CSV or PDF statement to OFXOFX is the most reliable file for importing transactions into finance apps because every transaction carries a unique id. Here is how to create one from CSV or PDF.
- Credit card statement to CSV: getting the signs rightWhy credit card statements show purchases as positive numbers, and how to convert a card statement PDF to CSV with correct money-in / money-out signs for accounting software.
- How to check that converted bank transactions are complete and correctA 5-minute checklist to verify transactions extracted from a PDF statement before importing them into your books: reconciliation, counts, signs and duplicates.
- Is it safe to upload bank statements to online converters?What is in a bank statement, what happens when you upload it to a conversion website, and how to convert statements without sending them anywhere.
Try it with your own statement. LocalLedger reads the PDF or CSV in your browser, shows every transaction for review and checks the totals against the statement balances.
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