Knowledge base

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Ever come across a bank statement with transactions that flow to the next line? These are tricky to extract into Excel, as the last...

A statement format that looks nice, but makes extracting transactions difficult is showing two dates in the same column like this: See...

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If you can't select the text in your PDF bank statement, then you have a scanned image. To extract your transactions with StatementReader...

Select the text from your PDF bank statement, copy, then paste into notepad - if you see gibberish or different characters in notepad,...

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Lloyds TSB send out bank statements like this: Some of the text here is searchable, and some is an image, so the OCR engine skips the...

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Do you regularly need to extract bank statements from paper versions, PDFs or JPEGs? You might be dealing with one page or hundreds; if you

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You’re facing deadline. You need to convert your PDF table to Excel – and quickly. But the huge selection of tools available online that pro

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If EODFromDayOne_1_0 is set to 1, then the opening balance is used as the EOD balance from the 1st of month 1 of the analysis, and the...

The graphs displayed in the summary tab show the total monthly amounts (split by debits and credits) and the monthly balance mid-points...

If BouncedFlagEOD_1_0 is set to 1, transactions within the ‘bounced’ tab are removed from the EOD balances for the day in which they...

If ExclusionFlagEOD_1_0 is set to 1 and ExclusionFlagEOD_type is set to ‘normal’, excluded transactions are removed from all EOD balances...

When analysing transactions from an Excel document, you can select multiple input Excel files from the file browser window (where each...

Certain words can be located within the narrative (separate from the other analysis features such as categories) and the existence of any...

‘Rolling average’ is defined as the 3 month rolling average of daily total activity (credits+debits), this generates 3 (‘X') values for...

Bounced transactions can be identified in a similar way to other categories, i.e. as receipts, payments or both that contain the...

The Barclays branch print out format can be extracted using StatementReader although the structure changes depending on the branch that...

All options set from the Options -> Analysis options window will be used as default the next time the user runs an analysis. In the...

First, click Options -> Analysis options, then select the ‘categories’ area. Here you can see all categories and, when one is selected,...

Selecting the correct template allows StatementReader to extract the transactions from your bank statement accurately. To help with the...

Yes, analysis profiles can be selected, created, changed and deleted from the Options -> Analysis options window. The dropdown box shows...

Initial setup of StatementReader - Download and install the application from here. - Run the application and register your email address....

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Main ’Scan settings’: Original Type -> Text...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Resolution: 300DPI Default Content: Text...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Application -> Scan to Folder Scanning -> Image...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: File format - PDF or multi-page TIF (the latter...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Main ’Scan settings’: Original Type -> Text...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Quality Density (Format type): Multi-page TIFF...

Each bank summary shows the month on month trend percentages for total amounts, debits and credits. Months are highlighted in this...

Yes, to do this the user must click ‘New bank analysis’ from the File menu within StatementReader and configure the ‘Data structure’...

Other options available are: - Show options window to user before the analysis is processed for temporary changes to be made (e.g. add...

- weighted average - month on month change - category totals (including transactions specified on the ‘additional income’ tab) -...