Blog
Practical posts about reading bank statements: converting PDFs to Excel, what lenders look for, and what the numbers mean.
Bank statement to CSV for QuickBooks, Wave and Google Sheets
November 8, 2026
The eight columns the CSV export contains, how separate debit and credit columns map to the import formats most bookkeeping tools expect, ISO dates, the running balance as a sanity check, and 12 months in one file.
Does your bank statement add up? How to check every page is there
November 8, 2026
Opening balance plus credits minus debits must equal the closing balance. Why lenders and bookkeepers check it, what a failed check usually means (a missing page, an image-only page, a wrong sign), and how to fix it.
How to find recurring subscriptions in your bank statements
November 8, 2026
What counts as a subscription, why they hide across 12 statements, how the tool detects them (same payee, amount within 5%, monthly, three or more times) and what to do with the list.
Convert a bank statement PDF to Excel for free, with charts and a lender view
November 8, 2026
What the Excel export contains, how the balance check proves a statement was read completely, and the categories, charts, subscriptions and lender view that come with the same run. Nothing is uploaded.