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Banks

Bank statements, bank by bank

For each bank: how to download the PDF statement, what its layout looks like, and how to turn it into Excel, CSV, QBO, OFX or a Xero file.

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United States

United Kingdom

Canada

Australia

United States
US statements print dates as month and day, often with no year, and many list money in and money out in separate sections.
United Kingdom
UK statements are day-first, with money in and money out in two columns and a balance that is often printed once a day.
Canada
Canadian statements use cheques and debits against deposits and credits, and the date sometimes appears only on the first line of the day.
Australia
Australian statements are day-first, with separate debit and credit columns and balances marked CR or DR.

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FAQ

Banks, answered

Does my bank have to be on this list?
No. Any bank that gives you a text PDF works, which is almost all of them when you download from online banking. These pages cover the banks people ask about most: how to get the PDF, what the layout looks like and how to import it.
How do I know a statement was read correctly?
Every statement is checked against its printed opening and closing balances. If they don’t add up, the review screen shows “Off by” with the amount and points at the row where the running balance breaks.
Are you connected to any of these banks?
No. We are independent and not affiliated with, endorsed by or sponsored by any bank listed here. Names appear as plain text only, to say which statements a page is about.
Do I have to give you my bank login?
No, and we never ask. You download the PDF yourself from your bank and drop it in. There is no connection to your bank account.
What about banks in other countries?
Statements from banks elsewhere work the same way. Dates and numbers in US, UK, EU and Indian styles are read, including lakh grouping and CR or DR balances. More bank pages will follow.