Bank Guide

IndusInd Bank Statement to Tally: Direct Import Guide

Import IndusInd Bank Excel statement directly to Tally Prime or ERP 9 using Synergy Automation. Free, no XML export.

How to Download IndusInd Bank Statement as Excel

Where to find it: IndusInd Net Banking - Accounts - Account Statement - Export to Excel

File format: IndusInd net banking exports .xlsx. Columns: Date, Particulars, Chq/Ref No, Withdrawal Amt, Deposit Amt, Balance.

Step-by-Step: IndusInd Bank Statement to Tally

  1. Download your IndusInd Bank statement
    Go to IndusInd Net Banking - Accounts - Account Statement - Export to Excel. Select your date range and download as Excel (.xlsx or .xls).
  2. Open Synergy Automation
    Make sure Tally is open with the correct company. Make sure the Synergy Connector is running on the same PC.
  3. Upload the Excel file
    Drag and drop your IndusInd Bank Excel file into Synergy Automation. The system auto-detects the format. You will see all transactions parsed and listed.
  4. Review every entry
    Check narrations, amounts, dates. Assign Tally ledger accounts. Skip any entries you do not want in Tally.
  5. Post to Tally
    Click Post. Entries appear instantly in your open Tally company as bank payment and receipt vouchers. No XML, no file, no import dialog.

IndusInd Bank-Specific Notes

  • IndusInd uses "Withdrawal Amt" / "Deposit Amt" instead of Debit/Credit - handled automatically
  • Narrations include the full IMPS/UPI reference string - trim in the review table for cleaner ledgers
  • Current account holders see frequent "CMS" entries (cash management) - assign to the collecting party
  • IndusInd charges appear with a separate GST line - assign that line to Input GST

Common Ledger Assignments for IndusInd Bank Transactions

Narration ContainsSuggested Tally Ledger
UPIAssign to the specific party or UPI Expenses
IMPS/NEFTParty ledger named in the narration
CMSAssign to the collecting party
INTBank Interest Received
CHGSBank Charges

Use these as a reference when assigning ledgers in the review table before posting to Tally.

Frequently Asked Questions

Q: Does Synergy Automation work with IndusInd Bank statement format?

Yes. Synergy Automation automatically detects the IndusInd Bank Excel statement format and parses columns correctly. No manual column mapping needed.

Q: Do I need to convert IndusInd Bank statement to XML before importing to Tally?

No. Synergy Automation posts entries directly from Excel to Tally — no XML file is created or needed. This is faster and simpler than traditional XML import methods.

Q: Is this free for IndusInd Bank statements?

Yes. Synergy Automation is free to use. No limits on banks, entries, or companies.

Try with Your IndusInd Bank Statement — Free

Upload your IndusInd Bank Excel statement. Review entries. Post directly to Tally Prime or ERP 9.

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