BankStmt Desktop help#

BankStmt Desktop turns bank-statement PDFs and images into Excel, CSV, Xero, QuickBooks, and OFX files on your computer. These guides explain the complete workflow in plain language, with screenshots of every important screen.

Start here#

• User guide — convert your first statement from start to finish.
• Feature guide — find help for a specific screen or task.
  • Convert statements
  • Statements library
  • Workbook editor
  • Accounting export — Xero, QuickBooks, OFX
  • Merge and batch export
  • Settings
  • License and trial
  • About and updates
  • Troubleshooting
• Sample statement — practise the complete workflow with a fictional statement.

Your statements stay private#

Statement pages, images, and transactions are processed on your computer. Review the extracted workbook against the original statement before using it for bookkeeping, reconciliation, tax, or payments.