Guides

Short, practical guides for working with bank statements in spreadsheets.

Most problems with bank statements in Excel come from three places: a PDF that was never meant to be edited, a CSV whose dates and amounts Excel reinterprets on opening, and a balance that does not match after the import. Each guide below takes one of these, explains why it happens, and shows the fastest fix — with or without StatementEasy. Start with the first guide if you only have PDF statements, use the second if your bank offers a CSV download, and read the third before you send figures to an accountant or a lender.