Guide

Why Bank Statement XLS Exports Should Only Contain Transaction Columns

A clean PDF bank statement to XLS export should contain transaction columns, not copied page layout, headers, summaries or footers.

Short answer

A clean export should contain transaction columns only, not PDF headers, footers, page numbers, account summaries or copied page design.

Use this workflow

  1. Upload the original PDF statement.
  2. Check that only transaction rows were extracted.
  3. Review dates, descriptions, amounts and balances against the PDF.
  4. Download the XLS file and keep the original PDF as the source record.