How do I analyse transactions for multiple bank accounts together?


First, extract the data for each bank account in StatementReader, either using file mode or folder mode. Once you have a separate line for each bank account, you can merge these together, by selecting multiple rows and right clicking to select ‘Merge’. Next, confirm the name of the merged job. Finally, right click on the merged job to analyse the combined data.

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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