Statement Converter help

Your bank gives you a CSV or spreadsheet. Your accounting app wants QIF, OFX, or its own layout. This tool bridges the two. Set the mapping once, save it as a profile, and every later statement from that bank goes through in two clicks.

Steps

1. Load the statement. CSV, TSV, or XLSX.
2. Map the columns: date, amount, description, and the optional balance. A live sample under each field shows the parsed value so you can see a wrong guess right away.
3. Set the rules: date order, whether amounts use a European decimal comma, and any find and replace on the payee text.
4. Review. The running-balance check flags a row where the math does not add up. Dedupe against last month's file removes rows you already imported.
5. Pick an output format and download. Save the mapping as a named profile for next time.

Formats

Limits

• PDF statements are not read yet. Export a CSV from your bank if it offers one.
• The file needs a header row and one transaction per line. Multi-line memos are not parsed.
• Investment lots and share counts are out of scope. This handles cash transactions.

The statement is parsed in your browser. Nothing is uploaded. Profiles are stored in this browser only.