PDF bank statement to CSV
The CSV is UTF-8 with a byte-order mark, so Excel opens the amounts correctly. Dates are YYYY-MM-DD. A checking-and-savings PDF is still one file.
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Choose PDFText-based PDF, not scanned. Up to 50 pages or 20 MB.
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What the CSV contains
Columns are date, description, amount, balance, subaccount, check, and reconcile_status.
Amounts are plain decimal numbers. Deposits are positive and withdrawals are negative.
check is ok, error, or unverified. reconcile_status is pass, fail, or unverifiable for the whole file.
The first 3 passed downloads are free. Failed and unverified downloads do not count.