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Notes on statements, reconciliation, and getting your books done faster.
October 8, 2026
How to import a bank statement into Xero manually
When the Xero bank feed drops out or doesn't go back far enough, a manual statement import fills the gap. Here's how to do it cleanly, without duplicates or date mix-ups.
October 8, 2026
How to convert a scanned bank statement to Excel
Most PDF converters quietly fail on scanned statements because there's no text to read. Here's how to tell what you're dealing with, which tools actually handle scans, and how to catch the mistakes scanning introduces.
October 8, 2026
How to convert a PDF bank statement to CSV
Four ways to turn a PDF bank statement into a CSV file, what each one is good and bad at, and the Excel habits that quietly corrupt your data after the conversion.
October 8, 2026
Reconciling a bank statement: a quick checklist
A short, practical checklist for making sure every transaction on a statement lines up before you close the books.
October 8, 2026
How to convert a PDF bank statement to Excel
The fastest ways to turn a bank or credit card PDF into a clean, usable spreadsheet — and what to check before you trust the result.