Guides
How to Convert a Bank Statement PDF to Excel (3 Ways)
Three ways to get a bank statement PDF into Excel: copy and paste, Excel's Get Data from PDF, or a converter. Honest pros, cons and the checks to run after.
6 min readHow to Upload a Bank Statement to QuickBooks Online
How to upload a bank statement to QuickBooks Online: the built-in PDF upload, or a QBO or CSV file made from the PDF. Steps, limits, Desktop import and fixes.
7 min readQBO vs OFX vs QFX: Which Bank File Format Do You Need?
QBO, OFX and QFX look alike but go to different software. What each one is, which apps read which, and how to pick the right file for QuickBooks, Quicken, Xero.
5 min readHow to Reconcile a Bank Statement in Excel (With Formulas)
Step-by-step bank reconciliation in Excel: running balance, SUMIFS totals, a check cell, a formula that finds the first broken row, and matching bank to books.
4 min readBank Statement Abbreviations: A Plain-English Glossary
What ACH, POS, NSF, PPD, DD, SO, BGC, FPO and other bank statement abbreviations mean: US and UK codes, ACH entry codes and card terms in one glossary.
6 min readHow to Get Bank Statements from a Closed Account
Closed the account and need old statements? Where to look first, how to request them from the bank, what to have ready, how long banks keep records, and fees.
5 min readXero Bank Statement CSV Import Format: Columns and Rules
The CSV format Xero expects for bank statement imports: required columns, amount signs, accepted date formats, precoded files, limits and fixes for errors.
5 min readHow to Convert a Credit Card Statement to Excel
Turn a credit card statement PDF into a clean Excel sheet: what makes card statements tricky, which sign convention to use, formulas to check totals, and tips.
4 min readBest Bank Statement Converters in 2026 (Honest Comparison)
We make StatementCheap, so here is how we compared 8 bank statement converters: prices as of October 2026, free tiers, formats, balance checks and file storage.
10 min readCan You Use a Bank Statement as Proof of Income?
Often, yes: landlords, some lenders and housing programs accept bank statements as proof of income. What reviewers check, how many months, how to prepare.
7 min readHow Far Back Can You Get Bank Statements?
Most big banks keep 7 years of statements online, some only 2 or 3. Bank-by-bank limits, the US 5-year record rule, and how to get statements older than that.
6 min read