Guides & articles – page 4
Use cases · 2026-09-08 · 11 min read
Expense Tracking From Bank Statements: A Simple System
Track personal or business expenses using your bank statements: convert, categorize, review monthly and build reports in Excel or Google Sheets.
Reconciliation · 2026-09-07 · 11 min read
Credit Card Reconciliation in Excel (With Template)
Reconcile credit card statements against your books or receipts in Excel: setup, matching formulas, timing differences, and a reusable template layout.
Accounting software · 2026-09-06 · 11 min read
QuickBooks IIF Import: Bank Transactions Guide
How IIF files work in QuickBooks Desktop, the TRNS/SPL structure for bank transactions, a safe import process, and how to avoid costly mistakes.
Guides & comparisons · 2026-09-05 · 11 min read
OCR for Scanned Bank Statements: Getting Accurate Data
How to scan or photograph bank statements so OCR reads them accurately, which digits get misread, and how to verify the results before use.
Guides & comparisons · 2026-09-04 · 11 min read
Power Query for Bank Statements: PDF and CSV to Excel
Use Excel Power Query to import bank statement PDFs and CSVs, combine months from a folder, clean columns and refresh with one click.
Accounting software · 2026-09-03 · 11 min read
Xero Bank Statement CSV Import Format, Explained
The CSV layout Xero expects for bank statement imports, how to map columns, handle dates and signs, and fix the errors we see most often.
Accounting software · 2026-09-02 · 11 min read
Fix QuickBooks Online CSV Bank Import Errors
Why QuickBooks Online rejects bank statement CSV files, or imports them wrong, and how to fix dates, amounts, columns, signs and duplicates.
Guides & comparisons · 2026-09-02 · 8 min read
How to reconcile a bank statement in Excel (step by step)
A practical walkthrough of reconciling a bank statement against your books in Excel, with formulas you can copy.
Use cases · 2026-09-01 · 11 min read
Catch-Up Bookkeeping: Months of Bank Statements, Fast
A practical process for catching up on months (or years) of bookkeeping from bank statements: gather, convert, verify, categorize and reconcile.
Guides & comparisons · 2026-08-31 · 11 min read
Bank Statement CSV Format Explained (With Examples)
What a bank statement CSV looks like, the common column layouts, date and sign conventions, encoding, and how to fix files that won't import.
Guides & comparisons · 2026-08-30 · 11 min read
Excel Formulas to Categorize Bank Transactions
Copy-ready Excel formulas to auto-categorize bank transactions: keyword lookups, XLOOKUP with wildcards, SUMIFS reports and rules that scale.
Bank guides · 2026-08-29 · 11 min read
U.S. Bank Statement to CSV: Download and Convert
How we get U.S. Bank transactions into CSV: the online export, converting PDF statements, formatting for QuickBooks or Xero, and catching missing rows.