Guides

Converting statements, and checking the result

Short, practical guides. Every one of them assumes you will want to verify the output rather than trust it, and shows you how.

• How to convert a bank statement to Excel (without retyping it)Which file to download from your bank, how to check the conversion properly, and what to do when the numbers do not add up.8 min read
• Excel from a PDF bank statement: why it usually goes wrongA PDF has no table in it. Here is what generic PDF-to-Excel converters get wrong on statements, and the arithmetic that fixes it.7 min read