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.
将账单记录与分类账对比
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.
- 导出修正后的工作簿，并与原始对账单进行核对。
银行访问权限、借记标记和余额查询限制
- 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.
- 如何检查 Excel 结果中的借方和贷方符号？
- 对比源文件的列标题，以及其中的减号和括号。应用自己的公式前，先确认每笔交易的方向。
- 我可以在此页面上传银行的 PDF 对账单吗？
- 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.
