Processing bank transactions with StatementReader
Here are some general tips for using the StatementReader application to extract transactions from bank statements:
- Select the matching template (not just closest)
- 'Extract all lines' if obscured/no column headers
- 'Parse PDF' if you can select the text in PDF
- Auto correct dates/amounts – are pages in order?
- Right-click job in StatementReader grid
- Analyse keywords/round amounts
- Click Options → Analysis options
Recent Posts
See AllRevisited starter script from January 2021: Split Excel file into separate files Excel is essential, and Python is the future - forcing ourselves to practice the latter by automating some of the commo