[{"data":1,"prerenderedAt":466},["ShallowReactive",2],{"hubs:en":3,"footer:en":25,"content:en:bank-statement-to-xero":344},[4,10,15,20],{"id":5,"type":6,"title":7,"description":8,"path":9},"banks","hub","A bank statement converter that works with any bank","Convert statements from Chase, Barclays, HSBC, SBI, HDFC, CommBank or any other bank to Excel, CSV or QuickBooks, with download tips for each bank.","\u002Fbanks",{"id":11,"type":6,"title":12,"description":13,"path":14},"guides","Bank statement guides: from PDF to spreadsheet, books and tax return","Step-by-step bank statement guides: PDF to Excel, importing into QuickBooks Online and TallyPrime, reconciling in Excel, expense categories and OFX files.","\u002Fguides",{"id":16,"type":6,"title":17,"description":18,"path":19},"formats","Convert bank statements to the file format you need","Convert bank statements from PDF, scan, photo, CAMT.053 or MT940 to Excel, CSV, QuickBooks, Xero, OFX or QIF — and find the file format you need.","\u002Fformats",{"id":21,"type":6,"title":22,"description":23,"path":24},"use-cases","Who uses a bank statement converter, and for what","How bookkeepers, accountants, small businesses, mortgage brokers, tax preparers and individuals use a bank statement converter, and the job it does.","\u002Fuse-cases",[26,27,33,38,39,45,50,56,65,70,78,83,90,98,105,112,119,124,129,134,139,140,148,156,164,169,177,185,190,197,205,213,221,229,234,242,249,257,262,269,276,283,290,298,303,308,313,318,323,328,333,338,343],{"id":5,"type":6,"title":7,"description":8,"path":9},{"id":28,"type":29,"title":30,"description":31,"path":32},"usecase-mortgage","usecase","Bank statement analysis for mortgage brokers and lenders","Turn 12–24 months of borrower bank statements into one categorized, balance-checked spreadsheet for income averages and large-deposit review.","\u002Fmortgage-brokers",{"id":34,"type":29,"title":35,"description":36,"path":37},"usecase-accountants","Bank statement conversion for accountants and bookkeepers","Turn a client's year of PDF statements, scans and photos into balance-checked transactions and import files for QuickBooks, Xero or Excel.","\u002Faccountants-and-bookkeepers",{"id":11,"type":6,"title":12,"description":13,"path":14},{"id":40,"type":41,"title":42,"description":43,"path":44},"guide-mortgage-statements","guide","Bank statements for a mortgage: what lenders ask for and how to prepare them","How many months of bank statements mortgage lenders ask for, what underwriters look for, how large deposits are explained and how to prepare a clean set.","\u002Fbank-statements-for-mortgage",{"id":46,"type":41,"title":47,"description":48,"path":49},"guide-expense-categories","Business expense categories: the list and how to use it","A practical list of business expense categories with bank transaction examples and Schedule C lines, plus how to categorize bank transactions for taxes.","\u002Fbusiness-expense-categories",{"id":51,"type":52,"title":53,"description":54,"path":55},"categorize-transactions","convert","Categorize bank transactions automatically","Categorize bank transactions automatically: upload any statement and get clean payee names, your own categories and rules that always win. Totals in Excel.","\u002Fcategorize-bank-transactions",{"id":57,"type":58,"title":59,"description":60,"path":61,"bank":62},"bank-bancolombia","bank","Convert a Bancolombia statement to Excel","Convert Bancolombia statements (extractos) to Excel or CSV: where to download PDF and XLS, how to open locked PDFs, and how to balance-check every row.","\u002Fbancolombia-statement-to-excel",{"name":63,"country":64},"Bancolombia","CO",{"id":66,"type":52,"title":67,"description":68,"path":69},"convert-csv","Convert a bank statement to CSV","Convert a bank statement PDF, scan or photo to CSV: one clean row per transaction, categorized and balance-checked. Comma or semicolon, any date format.","\u002Fbank-statement-to-csv",{"id":71,"type":58,"title":72,"description":73,"path":74,"bank":75},"bank-chase","Convert a Chase statement to Excel","Convert Chase bank and credit card statements to Excel, CSV or QuickBooks. Where to download Chase PDFs and CSVs, how far back, and how to check totals.","\u002Fchase-statement-to-excel",{"name":76,"country":77},"Chase","US",{"id":79,"type":52,"title":80,"description":81,"path":82},"convert-xero","Convert a PDF bank statement and import it into Xero","Import any PDF bank or credit card statement into Xero: convert it to a Xero statement CSV, check it balances, then import it in a few clicks.","\u002Fbank-statement-to-xero",{"id":84,"type":58,"title":85,"description":86,"path":87,"bank":88},"bank-american-express","Convert an American Express statement to Excel","Export American Express transactions to Excel or CSV, or convert older Amex PDF statements beyond the two-year window. Signs and card members explained.","\u002Famex-statement-to-excel",{"name":89,"country":77},"American Express",{"id":91,"type":58,"title":92,"description":93,"path":94,"bank":95},"bank-hdfc-bank","Convert an HDFC Bank statement to Excel","Convert HDFC Bank account and credit card statement PDFs to Excel or CSV. NetBanking download options, the Customer ID password and Tally tips explained.","\u002Fhdfc-bank-statement-to-excel",{"name":96,"country":97},"HDFC Bank","IN",{"id":99,"type":58,"title":100,"description":101,"path":102,"bank":103},"bank-icici-bank","Convert an ICICI Bank statement to Excel","Convert ICICI Bank account and credit card statement PDFs to Excel or CSV. How far back you can download, the card statement password and Tally tips.","\u002Ficici-bank-statement-to-excel",{"name":104,"country":97},"ICICI Bank",{"id":106,"type":58,"title":107,"description":108,"path":109,"bank":110},"bank-sbi","Convert an SBI bank statement PDF to Excel","Convert SBI bank statement PDFs to Excel or CSV, including password-protected e-statements. Where to get them, which password applies, and Tally tips.","\u002Fsbi-bank-statement-to-excel",{"name":111,"country":97},"State Bank of India (SBI)",{"id":113,"type":58,"title":114,"description":115,"path":116,"bank":117},"bank-bank-of-america","Convert Bank of America statements to Excel or QuickBooks","Convert Bank of America statements to Excel, CSV, QuickBooks (.qbo) or QIF — useful now that BofA's QFX Web Connect downloads have been discontinued.","\u002Fbank-of-america-statement-to-excel",{"name":118,"country":77},"Bank of America",{"id":120,"type":52,"title":121,"description":122,"path":123},"convert-quickbooks","Convert bank statements for QuickBooks Online and QuickBooks Desktop","Convert PDF bank statements to a QuickBooks Online CSV or a .qbo Web Connect file for QuickBooks Desktop — categorized and balance-checked first.","\u002Fbank-statement-to-quickbooks",{"id":125,"type":52,"title":126,"description":127,"path":128},"convert-excel","Convert bank statements to Excel","Convert any bank statement PDF, scan or photo to Excel in seconds. Every transaction categorized and checked against your balances. See it before you pay.","\u002Fbank-statement-to-excel",{"id":130,"type":52,"title":131,"description":132,"path":133},"convert-ofx","Convert bank statements to OFX files","Convert a bank statement PDF, scan or CSV to an OFX file for GnuCash, Xero, Wave, Sage and more. Every transaction is balance-checked before you import.","\u002Fbank-statement-to-ofx",{"id":135,"type":52,"title":136,"description":137,"path":138},"convert-qif","Convert bank statements to QIF for Quicken and other money apps","Convert a bank statement PDF, scan or CSV to a QIF file for Quicken, GnuCash or HomeBank, with clean payees, categories and a balance check before import.","\u002Fbank-statement-to-qif",{"id":16,"type":6,"title":17,"description":18,"path":19},{"id":141,"type":58,"title":142,"description":143,"path":144,"bank":145},"bank-barclays","Convert Barclays bank statements to Excel","Convert Barclays and Barclaycard PDF statements to Excel, CSV or Xero. Where to find seven years of statements online and how to check the balances.","\u002Fbarclays-statement-to-excel",{"name":146,"country":147},"Barclays","GB",{"id":149,"type":58,"title":150,"description":151,"path":152,"bank":153},"bank-bbva-mexico","Convert BBVA México statements (estado de cuenta) to Excel","Convert BBVA México estado de cuenta PDFs to Excel or CSV, including password-protected e-mailed PDFs. Every movement categorized and balance-checked.","\u002Fbbva-mexico-statement-to-excel",{"name":154,"country":155},"BBVA México","MX",{"id":157,"type":58,"title":158,"description":159,"path":160,"bank":161},"bank-caixabank","Convert CaixaBank statements to Excel","Convert CaixaBank PDF extractos to Excel or CSV. Where to find movements and statements in CaixaBankNow, what each file holds, and a balance check.","\u002Fcaixabank-statement-to-excel",{"name":162,"country":163},"CaixaBank","ES",{"id":165,"type":52,"title":166,"description":167,"path":168},"convert-camt053","Convert CAMT.053 files to Excel","Convert camt.053 bank statement XML to Excel or CSV: one row per entry with signed amounts, payee and category, checked against the file's balances.","\u002Fcamt-053-to-excel",{"id":170,"type":58,"title":171,"description":172,"path":173,"bank":174},"bank-commbank","Convert CommBank statements to Excel, Xero, OFX or QIF","Convert Commonwealth Bank statements to Excel, CSV, Xero, OFX or QIF — now that NetBank only exports CSV. Works with PDFs up to seven years back.","\u002Fcommbank-statement-to-excel",{"name":175,"country":176},"Commonwealth Bank (CommBank)","AU",{"id":178,"type":58,"title":179,"description":180,"path":181,"bank":182},"bank-credit-agricole","Convert Crédit Agricole statements to Excel","Convert Crédit Agricole e-relevés to Excel, CSV or OFX. Where to download operations, why history stops at 12 months, and how to convert older PDFs.","\u002Fcredit-agricole-statement-to-excel",{"name":183,"country":184},"Crédit Agricole","FR",{"id":186,"type":52,"title":187,"description":188,"path":189},"convert-credit-card","Convert credit card statements to Excel","Convert credit card statement PDFs to Excel, CSV, QuickBooks or Xero. Charges and payments are signed consistently and checked against the new balance.","\u002Fcredit-card-statement-to-excel",{"id":191,"type":58,"title":192,"description":193,"path":194,"bank":195},"bank-hsbc-uk","Convert HSBC UK bank statements to Excel","Convert HSBC UK bank statements to Excel, CSV or Xero: how to download HSBC PDFs and transaction files, and what the payment codes mean.","\u002Fhsbc-statement-to-excel",{"name":196,"country":147},"HSBC UK",{"id":198,"type":58,"title":199,"description":200,"path":201,"bank":202},"bank-ing-deutschland","Convert ING Germany Kontoauszüge to Excel and CSV","Convert ING Germany (ING-DiBa) PDF Kontoauszüge to Excel or CSV, including transactions older than the 390 days online banking shows. Balance-checked.","\u002Fing-germany-statement-to-excel",{"name":203,"country":204},"ING Deutschland","DE",{"id":206,"type":58,"title":207,"description":208,"path":209,"bank":210},"bank-intesa-sanpaolo","Convert Intesa Sanpaolo statements to Excel","Intesa Sanpaolo exports movements to Excel for only 13 months. Convert older PDF estratti conto to Excel or CSV, balance-checked and categorized.","\u002Fintesa-sanpaolo-statement-to-excel",{"name":211,"country":212},"Intesa Sanpaolo","IT",{"id":214,"type":58,"title":215,"description":216,"path":217,"bank":218},"bank-japan-post-bank","Convert Japan Post Bank passbooks and statements to Excel","Turn ゆうちょ passbook photos and Yucho Direct CSV files into a categorized, balance-checked Excel or CSV file. Download steps, limits and quirks.","\u002Fjapan-post-bank-passbook-to-excel",{"name":219,"country":220},"Japan Post Bank (ゆうちょ銀行)","JP",{"id":222,"type":58,"title":223,"description":224,"path":225,"bank":226},"bank-mbank","Convert mBank statements to Excel","Convert mBank statements to Excel or CSV. Where to export history, why the operation list isn't an accounting record, and how to open a Secure PDF.","\u002Fmbank-statement-to-excel",{"name":227,"country":228},"mBank","PL",{"id":230,"type":52,"title":231,"description":232,"path":233},"convert-mt940","Convert MT940 files to Excel","Convert MT940 statement files (.sta, .mt940) to Excel or CSV: :61: and :86: decoded into dates, signed amounts, payees and categories. Balance-checked.","\u002Fmt940-to-excel",{"id":235,"type":58,"title":236,"description":237,"path":238,"bank":239},"bank-nubank","Convert Nubank statements and faturas to Excel","Turn a Nubank extrato (OFX or PDF) or credit card fatura into Excel or CSV with every transaction categorized and checked against the balances.","\u002Fnubank-statement-to-excel",{"name":240,"country":241},"Nubank","BR",{"id":243,"type":58,"title":244,"description":245,"path":246,"bank":247},"bank-pko-bp","Convert PKO Bank Polski statements to Excel","Convert PKO BP PDF wyciągi to Excel or CSV. Where iPKO keeps statements, what MT940 and camt.053 reports cover, and how to convert older periods.","\u002Fpko-bp-statement-to-excel",{"name":248,"country":228},"PKO Bank Polski",{"id":250,"type":58,"title":251,"description":252,"path":253,"bank":254},"bank-rbc","Convert RBC Royal Bank statements to Excel","Convert RBC Royal Bank eStatements and credit card statements to Excel, CSV or QuickBooks. Where to find them and what happens when an account closes.","\u002Frbc-statement-to-excel",{"name":255,"country":256},"RBC Royal Bank","CA",{"id":258,"type":52,"title":259,"description":260,"path":261},"convert-scanned","Convert scanned bank statements and photos to Excel","Convert scanned bank statements, faxes and phone photos to Excel. Every row is checked against the statement's balances, so a misread digit gets caught.","\u002Fscanned-bank-statement-to-excel",{"id":263,"type":58,"title":264,"description":265,"path":266,"bank":267},"bank-smbc","Convert SMBC (Sumitomo Mitsui) statements and passbooks to Excel","Download SMBC Direct transactions as CSV, or convert older passbook pages and PDFs into a categorized, balance-checked Excel file. Limits explained.","\u002Fsmbc-statement-to-excel",{"name":268,"country":220},"Sumitomo Mitsui Banking Corporation (三井住友銀行)",{"id":270,"type":58,"title":271,"description":272,"path":273,"bank":274},"bank-sparkasse","Convert Sparkasse statements (Kontoauszüge) to Excel","Convert Sparkasse Kontoauszug PDFs to Excel or CSV, or upload CSV-CAMT and CAMT exports. Every transaction categorized and balance-checked.","\u002Fsparkasse-statement-to-excel",{"name":275,"country":204},"Sparkasse",{"id":277,"type":58,"title":278,"description":279,"path":280,"bank":281},"bank-unicredit","Convert UniCredit statements and movement lists to Excel","Download UniCredit movements as Excel, or convert PDF estratto conto, card statements and client PDFs to Excel or CSV — balance-checked and categorized.","\u002Funicredit-statement-to-excel",{"name":282,"country":212},"UniCredit",{"id":284,"type":58,"title":285,"description":286,"path":287,"bank":288},"bank-wells-fargo","Convert Wells Fargo statements to Excel","Convert Wells Fargo bank and credit card statements to Excel, CSV or QuickBooks, beyond the 18-month and 90-day download limits. Balance-checked.","\u002Fwells-fargo-statement-to-excel",{"name":289,"country":77},"Wells Fargo",{"id":291,"type":58,"title":292,"description":293,"path":294,"bank":295},"bank-ziraat-bankasi","Convert Ziraat Bankası statements to Excel","Convert Ziraat Bankası ekstre PDFs, scans and MT940 files to Excel or CSV. Where to find statements online, MT940 for companies, and a balance check.","\u002Fziraat-bank-statement-to-excel",{"name":296,"country":297},"Ziraat Bankası","TR",{"id":299,"type":41,"title":300,"description":301,"path":302},"guide-pdf-to-excel","How to convert a bank statement PDF to Excel","Seven ways to convert a bank statement PDF to Excel, from a free bank download and Excel's Get Data to Adobe, ChatGPT and converters — with pros and cons.","\u002Fhow-to-convert-bank-statement-pdf-to-excel",{"id":304,"type":41,"title":305,"description":306,"path":307},"guide-reconciliation","How to do a bank reconciliation in Excel","How to do a bank reconciliation in Excel: the step-by-step method, a template layout, the formulas to match transactions and a worked example.","\u002Fbank-reconciliation-in-excel",{"id":309,"type":41,"title":310,"description":311,"path":312},"guide-quickbooks-online","How to import a bank statement into QuickBooks Online","How to upload a bank statement to QuickBooks Online: menu path, the 3- or 4-column CSV format, 350 KB and 1,000-line limits, and fixes for failed uploads.","\u002Fimport-bank-statements-into-quickbooks-online",{"id":314,"type":41,"title":315,"description":316,"path":317},"guide-tally","How to import a bank statement into TallyPrime","How to import a bank statement into TallyPrime with Alt+O → Bank Statement, which formats Tally accepts, and what to do when you only have a PDF statement.","\u002Fimport-bank-statement-into-tally-prime",{"id":319,"type":41,"title":320,"description":321,"path":322},"guide-password-pdf","How to remove the password from your bank statement PDF","Remove the password from your own bank statement PDF with Chrome, Preview, Acrobat or qpdf, find your bank's password rule, and convert the statement.","\u002Fremove-password-from-bank-statement-pdf",{"id":324,"type":29,"title":325,"description":326,"path":327},"usecase-tax-preparation","Organize your bank statements for tax preparation","Turn a year of bank and card statements into categorized income and expenses, matched to Schedule C lines, with totals your tax preparer can use.","\u002Ftax-preparation",{"id":329,"type":29,"title":330,"description":331,"path":332},"usecase-small-business","Simple bookkeeping from your bank statements","Turn your business bank and card statements into simple books: every transaction categorized, totals by category and month, ready for your accountant.","\u002Fsmall-business",{"id":334,"type":29,"title":335,"description":336,"path":337},"usecase-personal-finance","Track your spending from bank statements","See where your money goes: turn past bank and credit card statements into a spreadsheet of spending by category and month. No bank login needed.","\u002Fpersonal-finance",{"id":339,"type":41,"title":340,"description":341,"path":342},"guide-ofx-files","What is an OFX file, and how is it different from QFX, QBO and QIF?","What an OFX file is, what's inside it, how it differs from QFX, QBO and QIF, how to open one in Excel, and how to make an OFX file from a PDF statement.","\u002Fwhat-is-an-ofx-file",{"id":21,"type":6,"title":22,"description":23,"path":24},{"id":79,"locale":345,"type":52,"slug":346,"title":347,"description":81,"h1":80,"lead":348,"updated":349,"hub":16,"steps":350,"blocks":363,"faq":436,"related":455,"alternates":456,"path":82,"hubPage":457,"relatedPages":458,"listing":465},"en","bank-statement-to-xero","Import Bank Statement into Xero: PDF to Xero CSV","Xero's statement import takes files like CSV, OFX and QIF, not PDFs. Convert the PDF — or a scan or photo — into a CSV in **Xero's statement import layout**, check that it balances, and import it from the bank account's **Manage account → Import a statement** menu.","2026-10-28",[351,354,357,360],{"title":352,"body":353},"Upload the statement","PDFs from any bank or card issuer, in any language. Scans, phone photos and password-protected PDFs work too.",{"title":355,"body":356},"Check the balance","Opening balance + money in − money out must equal the closing balance. Rows that don't add up are flagged with their page number before anything reaches Xero.",{"title":358,"body":359},"Export → Xero CSV","Pick DD\u002FMM\u002FYYYY or MM\u002FDD\u002FYYYY to match your Xero organisation, and limit the export to a date range if the bank feed already covers part of the period.",{"title":361,"body":362},"Import it into Xero","In Xero go to **Accounting → Bank accounts**, open **Manage account → Import a statement** on the right account, and upload the file.",[364,369,379,413,418,423,428],{"h2":365,"p":366},"Can you import a PDF bank statement into Xero?",[367,368],"Not directly. Xero gets transactions from bank feeds, or from statement files you import yourself — and those files are data files such as CSV, OFX, QFX or QIF. A PDF statement is a printed document, so its transactions have to be turned into one of those files first.","You typically need this when the bank feed doesn't reach back far enough, when you're catching up a new client from their conversion date, when an account is closed, or when the bank has no feed at all. In each case the PDF statement is the only complete record, and converting it is faster and safer than typing lines in by hand.",{"h2":370,"ol":371,"note":378},"How to import a bank statement into Xero",[372,373,374,375,376,377],"Convert the statement and choose **Export → Xero CSV**.","In Xero, go to **Accounting → Bank accounts** and find the account the statement belongs to.","Open **Manage account** and choose **Import a statement**.","Browse to the CSV and select **Import**.","Check the column assignments: *Date to the transaction date, *Amount to the amount, and the Payee, Description and Reference columns to the matching fields. Tell Xero to skip the first line, which holds the column headings.","Save. The lines appear on the account's **Reconcile** tab, ready to match or create transactions.","Xero only creates statement lines here — nothing is posted to your accounts until you reconcile each line. That's what makes importing a converted statement low-risk: you still review every line.",{"h2":380,"p":381,"table":383,"note":412},"Xero bank statement CSV format",[382],"The Xero CSV uses the column layout of Xero's own statement import template, so the headings match what Xero looks for. Columns that start with an asterisk are required.",{"head":384,"rows":387},[385,386],"Column","What the export puts in it",[388,391,394,397,400,403,406,409],[389,390],"*Date","Transaction date in DD\u002FMM\u002FYYYY or MM\u002FDD\u002FYYYY",[392,393],"*Amount","Signed amount: negative for money out, positive for money in",[395,396],"Payee","The clean payee name, e.g. **Tesco** instead of CARD PAYMENT TO TESCO STORES 3042",[398,399],"Description","The original statement text",[401,402],"Reference","The reference printed on the statement, where there is one",[404,405],"Cheque Number, Account code, Tax Rate, Tracking1, Tracking2","Left empty, so you code each line in Xero",[407,408],"Transaction Type","Debit or Credit",[410,411],"Analysis code","The category the transaction was given","Dates must match your Xero organisation's region: DD\u002FMM\u002FYYYY in the UK, Australia and New Zealand, MM\u002FDD\u002FYYYY in the US. If imported lines land in the wrong month, the date format is the cause.",{"h2":414,"p":415},"Avoid duplicate transactions in Xero",[416,417],"Duplicates come from overlap: a statement file that covers days the bank feed has already delivered, or the same file imported twice. Before exporting, check the date of the earliest bank feed line in that account, and export your converted statements with a date range that ends the day before. When you're continuing an earlier import, start the range the day after its last line.","If a statement does go in twice, you can delete the imported statement from the bank account's list of statements and import the right file again. Then compare the statement balance in Xero with the closing balance on the PDF — because each converted statement has already passed the balance check, a difference points to an overlap or a missing period, not to a misread line.",{"h2":419,"p":420},"Import a credit card statement into Xero",[421,422],"Credit card accounts in Xero import the same way: open the card account, then **Manage account → Import a statement**. The export signs every line from your side, so purchases, fees and interest are negative and payments and refunds are positive, with Transaction Type set to Debit or Credit to match.","That matters because card issuers' own downloads often show charges as positive amounts. A statement with several cardholders under one account becomes one statement, and a PDF that contains more than one account becomes one statement per account, so each goes into its own Xero account. More on card statements in [credit card statements to Excel](\u002Fcredit-card-statement-to-excel).",{"h2":424,"p":425},"Reconciling faster after the import",[426,427],"Clean payee names pay off on the Reconcile tab. Xero suggests matches and applies bank rules based on the text of each line, and a consistent payee like **Amazon** is far easier to write a rule for than a dozen variations of AMZN MKTP with order numbers.","Your category travels in the Analysis code column for reference. If you'd rather prepare the coding in a spreadsheet, the Account code and Tax Rate columns are in the file for you to fill in before importing — Xero's help on precoded statements explains how it uses them. For the reconciliation itself, see [bank reconciliation](\u002Fbank-reconciliation-in-excel).",{"h2":429,"p":430,"ul":432},"Xero CSV or another format?",[431],"The Xero CSV is the most direct route because it keeps the clean payee and the reference in their own fields. Other options:",[433,434,435],"[OFX](\u002Fbank-statement-to-ofx) — Xero also imports OFX files, useful if your workflow already uses them","[Excel](\u002Fbank-statement-to-excel) — for working papers, a client review or a Summary sheet by category and month","[QuickBooks](\u002Fbank-statement-to-quickbooks) — if some of your clients use QuickBooks instead",[437,440,443,446,449,452],{"q":438,"a":439},"Can Xero import a PDF bank statement?","No. Xero's statement import needs a data file such as CSV, OFX, QFX or QIF. Convert the PDF to a Xero CSV first, then import it.",{"q":441,"a":442},"Which CSV columns does Xero expect?","At least a date and an amount, plus optional payee, description, reference and coding columns. The Xero CSV export uses the layout of Xero's own statement template: *Date, *Amount, Payee, Description, Reference and the rest.",{"q":444,"a":445},"How do I import a statement into Xero step by step?","Go to Accounting → Bank accounts, open Manage account → Import a statement on the right account, upload the CSV, check the column assignments and save. Then reconcile the lines.",{"q":447,"a":448},"How do I avoid duplicate transactions in Xero?","Don't let the file overlap the bank feed: export with a date range that ends the day before the feed's first line. If a statement went in twice, delete that imported statement and import again.",{"q":450,"a":451},"Can I import a credit card statement into Xero?","Yes, into a credit card account using the same Import a statement option. Charges are negative and payments positive in the export.",{"q":453,"a":454},"What does it cost?","Per page with transactions: 100 pages for $12 that never expire, or $29 a month for 500 pages. You see the transaction count and balance check before paying. See [pricing](\u002Fpricing).",[304,186,120,130,66,34],{"en":82},{"title":17,"path":19},[459,460,461,462,463,464],{"id":304,"type":41,"title":305,"description":306,"path":307},{"id":186,"type":52,"title":187,"description":188,"path":189},{"id":120,"type":52,"title":121,"description":122,"path":123},{"id":130,"type":52,"title":131,"description":132,"path":133},{"id":66,"type":52,"title":67,"description":68,"path":69},{"id":34,"type":29,"title":35,"description":36,"path":37},[],1793285443793]