Column mapping, date formats, sign conventions and spreadsheet workflows for statement data.
Excel, CSV & Google Sheets · November 5, 2026
Ambiguous date orders in statement files put transactions in the wrong month. Use one clear format per file and check the rows most at risk.
Excel, CSV & Google Sheets · November 4, 2026
Remove header blocks, page-title rows, subtotals, blank rows, and stray characters from a converted bank CSV so it imports cleanly the first time.
Excel, CSV & Google Sheets · November 3, 2026
Import a converted bank statement CSV into Google Sheets, protect the header, filter and sort safely, and total categories with simple formulas.
Excel, CSV & Google Sheets · November 3, 2026
Excel workbooks and plain CSV each win in different bookkeeping jobs. Learn the formatting risks of workbook round-trips and when to use each.
Excel, CSV & Google Sheets · November 2, 2026
Understand the two amount conventions in statement files, which importers expect each one, and how to convert between them without flipping signs.
Excel, CSV & Google Sheets · November 2, 2026
Map bank statement CSV columns to your accounting importer fields correctly, keep one convention per file, and avoid silent import errors every time.
Other topics: Reconciliation & Verification · QuickBooks · Xero & Accounting Software · Bank Statement Guides · Cleanup & Catch-Up Bookkeeping · Tax Season · Security & Privacy · Statements for Applications. Or browse the full blog index.
Column mapping, date formats, sign conventions and spreadsheet workflows for statement data. Every article is written to be used at the desk: concrete steps, the reasoning behind them, and the checks that prove the work.
The converter is at the top of this page and on every article — upload a statement PDF and download reconciled Excel, CSV, QuickBooks or Xero files.
Your first conversion is free — no card, no sign-up — and every result is reconciled against the statement itself before you download it.