Troubleshooting overview

Here are some general troubleshooting considerations to keep in mind when using StatementReader:

- Misread text in Excel = OCR issue, see scanning tips

- Data in wrong row/column = template issue

- Missed some pages = run with 'extract all lines' checked

- Missed all pages = try selecting/deselecting the 'Parse PDF, instead of OCR' checkbox

- Missing/incorrect years = use DATE( ) formula

- Common OCR errors = use 'find and replace'

- Last resort = request a template from File menu

Of course, we are always available to help you - click here to send us your question.

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Frequently Asked Questions, by phone

I have a warning message When does it happen? Can you send a screenshot to us? Also, if you can, please email the PDF input document to us (or upload it using the 'File' menu within StatementReader) a