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.
Π‘ΡΠ°Π²Π½Π΅Π½ΠΈΠ΅ Π·Π°ΠΏΠΈΡΠ΅ΠΉ Π² Π²ΡΠΏΠΈΡΠΊΠ΅ Ρ Π±ΡΡ Π³Π°Π»ΡΠ΅ΡΡΠΊΠΎΠΉ ΠΊΠ½ΠΈΠ³ΠΎΠΉ
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.
- ΠΠΊΡΠΏΠΎΡΡΠΈΡΡΠΉΡΠ΅ ΠΈΡΠΏΡΠ°Π²Π»Π΅Π½Π½ΡΡ ΠΊΠ½ΠΈΠ³Ρ ΠΈ ΡΠ²Π΅ΡΡΡΠ΅ Π΅Ρ Ρ ΠΈΡΡ ΠΎΠ΄Π½ΠΎΠΉ Π²ΡΠΏΠΈΡΠΊΠΎΠΉ.
ΠΠΎΡΡΡΠΏ ΠΊ Π±Π°Π½ΠΊΡ, ΠΏΡΠΈΠ·Π½Π°ΠΊΠΈ ΡΠΏΠΈΡΠ°Π½ΠΈΠΉ ΠΈ ΠΎΠ³ΡΠ°Π½ΠΈΡΠ΅Π½ΠΈΡ ΠΏΡΠΎΠ²Π΅ΡΠΊΠΈ Π±Π°Π»Π°Π½ΡΠ°
- 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.
- ΠΠ°ΠΊ ΠΏΡΠΎΠ²Π΅ΡΠΈΡΡ ΠΎΠ±ΠΎΠ·Π½Π°ΡΠ΅Π½ΠΈΡ Π΄Π΅Π±Π΅ΡΠ° ΠΈ ΠΊΡΠ΅Π΄ΠΈΡΠ° Π² ΡΠ΅Π·ΡΠ»ΡΡΠ°ΡΠ΅ Excel?
- Π‘ΡΠ°Π²Π½ΠΈΡΠ΅ Π·Π°Π³ΠΎΠ»ΠΎΠ²ΠΊΠΈ ΡΡΠΎΠ»Π±ΡΠΎΠ² Π² ΠΈΡΡ ΠΎΠ΄Π½ΡΡ Π΄Π°Π½Π½ΡΡ , Π° ΡΠ°ΠΊΠΆΠ΅ Π·Π½Π°ΠΊΠΈ ΠΌΠΈΠ½ΡΡ ΠΈ ΡΠΊΠΎΠ±ΠΊΠΈ. ΠΠ΅ΡΠ΅Π΄ ΠΏΡΠΈΠΌΠ΅Π½Π΅Π½ΠΈΠ΅ΠΌ ΡΠΎΠ±ΡΡΠ²Π΅Π½Π½ΡΡ ΡΠΎΡΠΌΡΠ» ΡΠ±Π΅Π΄ΠΈΡΠ΅ΡΡ Π² Π½Π°ΠΏΡΠ°Π²Π»Π΅Π½ΠΈΠΈ ΠΊΠ°ΠΆΠ΄ΠΎΠΉ ΠΎΠΏΠ΅ΡΠ°ΡΠΈΠΈ.
- ΠΠΎΠ³Ρ Π»ΠΈ Ρ Π·Π°Π³ΡΡΠ·ΠΈΡΡ Π½Π° ΡΡΠΎΠΉ ΡΡΡΠ°Π½ΠΈΡΠ΅ PDF-Π²ΡΠΏΠΈΡΠΊΡ ΠΈΠ· ΡΠ²ΠΎΠ΅Π³ΠΎ Π±Π°Π½ΠΊΠ°?
- 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.




























