top of page

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 All

Improving Excel with Python (May 2022)

Revisited 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

Message us or

Call us on +44 (0)20 3287 8283

Mon to Fri: 8am-8pm

Weekends: 10am-6pm

bottom of page