Drop In Your Bank Statement. That’s the Import Done.

You’ve downloaded the statement from net banking — that was the hard part. Drop the file in, and in a jiffy every transaction is lined up and waiting for you, whichever bank it came from.

Import Statement screen with a drop area for a PDF, Excel or CSV bank statement

Any bank, any layout

Whichever bank you use, and however it lays out its statement, you just drop the file in. There’s no list of banks to hope yours is on.

Nothing to set up first

No template to pick and no columns to match. You open the file you already have, and you’re looking at your entries.

Only real transactions come in

Opening balance, closing balance and totals are left out for you, so you never have to delete entries that shouldn’t be there.

Money in and money out, the right way round

However your bank writes a withdrawal, it comes in as money out, and every date is read the way your bank meant it. A narration that runs over two or three lines stays with its entry.

Not sure? It asks you once

When something in a statement is unclear, you get one plain question. Your answer is remembered for that bank, so next month’s statement just goes in.

A line that doesn’t add up waits for you

If an entry doesn’t agree with the balance the bank shows beside it, it waits for you to look at it, instead of going into your books quietly.

Know the ledger already? Set it once

If most of the statement goes to one ledger, pick it while you import and every entry starts with it filled in. You can still change any of them.

Excel, CSV or the PDF from net banking

The Excel or CSV from your net banking works whichever bank you use. The PDF you download from net banking works too (beta) — it has been tested on statements from SBI, HDFC, ICICI, Axis, Kotak, Bank of Baroda, Bank of India, IDBI and IDFC First. If the PDF has a password, you’re asked for it, and it can be remembered on your computer only — it’s never sent anywhere. A scanned PDF or a photo isn’t read: download it again from net banking as a PDF or as Excel.

Try it on this month's statement

Free, no sign-up, and nothing is uploaded.

Add to Chrome — Free

Questions

Which banks does it work with?

Any bank that lets you download your statement as the PDF from net banking (beta), as Excel or as CSV — the PDF goes straight in, with no conversion to Excel first. The layout is read from your own file, so an unusual or new format still works. PDF reading is tested on statements from SBI, HDFC, ICICI, Axis, Kotak, Bank of Baroda, Bank of India, IDBI and IDFC First.

Can I import statements for more than one bank account?

Yes. Import each statement for the bank account it belongs to. Entries from different accounts, and from different companies, are kept apart for you.

What if my file won’t open?

You’ll see a message straight away. Usually it means the file is a scanned PDF or a photo, or a summary rather than the statement itself. Download the statement again from net banking as Excel, CSV or PDF, or email it to [email protected] and we’ll take a look for you.

Goes well with

Review before anything goes inYou see every entry before Tally does. Fix anything with a click. Nothing goes in until you say so.Right voucher, every timeMoney in becomes a Receipt, money out a Payment, a bank or cash transfer a Contra. You don’t have to think about it.Never the same entry twiceImported the same statement again by mistake? Relax. Nothing gets entered twice — even on a new computer.

Every feature · Set it up · How it works · About the extension

Not affiliated with, endorsed by, or sponsored by Tally Solutions Pvt Ltd. “Tally” is a trademark of Tally Solutions Pvt Ltd, used only to indicate compatibility.