Check statement transactions without manually entering every row
Read the transaction table from a bank statement photograph or scan image into Excel for manual reconciliation. Verify debit and credit columns, date order and running balances; a readable spreadsheet is not proof that the transcription is correct.
Personal transaction categorization
Prepare reviewed rows before adding your own budget categories. Confirm whether each amount is an incoming or outgoing payment.
Comparing statement entries with a ledger
Use the extracted references and amounts as a starting point for a manual match against records you already maintain.
Verify signs and dates before reconciling the worksheet
- Select a statement image with transaction headings and the relevant balance context.
- Verify every date, amount sign and reference; watch for descriptions wrapping onto another line.
- Export the corrected workbook and reconcile it against the original statement.
Bank access, debit signs and balance-checking limits
- Does this connect to my bank to retrieve transactions?
- No. It processes the statement image you upload and does not request bank login credentials or access your bank account.
- How do I check debit and credit signs in the Excel result?
- Compare the source column headings and any minus signs or parentheses. Confirm the direction of each transaction before applying your own formulas.
- Can I upload my bank’s PDF statement on this page?
- Use PDF to Excel for an existing PDF. This image workflow is for photographed, scanned-image or screenshotted statement tables.
- Will the converter certify that the statement balances?
- No. OCR can misread amounts or omit rows. Reconcile totals independently and retain the original statement for reference.
