Converting multiple bank statements
One statement is a five-minute job. Twelve statements across three accounts is a project, and it goes wrong in predictable ways: a missing month, a duplicated period, or two banks whose columns do not line up.
Start with one statement
Drop your PDF statement here
or click to browse · 10MB max · nothing is stored
A workflow that does not lose months
Structure beats speed on a bulk conversion:
- Name files consistently, such as 2026-01-chase-checking.pdf, before you start
- Convert in date order and save each CSV with the same name as its PDF
- Check each month's closing balance against the next month's opening balance
- Only then combine them into one sheet
The balance chain is your audit trail
Closing balance of one month must equal opening balance of the next. Walking that chain across twelve statements catches every missing or duplicated period, and it does it before the data reaches your accounting software rather than after.
Combining accounts
Add an account column when you stack files from different accounts, otherwise a transfer between your own accounts looks like income in one and an expense in the other. Tag both sides so they can be netted out during review.
Different banks, same columns
Because every conversion returns date, description, amount and balance in the same order, statements from a US checking account, a UK current account and a card all stack without rework. That consistency is what makes a multi-account year tractable.
Frequently asked questions
+Can I upload several PDFs at once?
Conversion runs one statement at a time, which keeps each result verifiable against its own closing balance.
+How do I handle transfers between my own accounts?
Tag both sides with an account column, then exclude them from income and expense totals.
+What if a month is missing from my archive?
The balance chain will show a break. Request the missing statement from the bank before finishing the file.