Guides
Practical notes on getting bank statement data out of a PDF and into Excel or Tally without handing the file to a stranger.
How to convert a bank statement PDF to Excel without breaking the columns
Copy-paste, Power Query and generic PDF converters all mangle bank statements in the same three ways. Here is why, and how to check your Excel file is actually complete before you use it.
How to import a bank statement into Tally Prime
The XML voucher import path in Tally Prime, the two things that make it fail (ledger names and duplicates), and why importing via Excel is the longer road.
Is it safe to upload bank statements to an online converter?
Most bank statement converters upload your PDF to a server. Here is what that actually exposes, how the three architectures differ, and a ten-second test that tells you which kind you are using.