How to Import Bank Statements into Sage
To import a bank statement into Sage, convert the statement PDF to a CSV with Date, Description, and Amount columns, then use Sage's bank feed / statement import to upload the CSV and map the columns. Sage brings the transactions in so you can match and reconcile them against the ledger.
What Sage needs
Sage imports bank transactions from a CSV with a Date column, a Description/Reference column, and an Amount column (signed, or split into debit and credit). Sage products can be particular about date formats, so a converter that outputs consistent dates saves a round of cleanup.
The fast path
Convert the statement PDF to a categorized CSV, then import it into Sage. Because the converter produces consistent dates and signed amounts, the import maps cleanly and the transactions come in ready to match against invoices, bills, and nominal codes.
Step by step
- Convert the statement. Upload the PDF statement and download the categorized CSV.
- Open the bank import. In Sage, open the bank account and choose to import a statement / CSV.
- Map the columns. Map Date, Description, and Amount to the CSV columns, then import.
- Match and reconcile. Match the transactions to records and reconcile the account.
FAQ
Can Sage import a PDF bank statement?
No. Sage imports CSV (and formats like OFX/QIF depending on the product), not PDFs. Convert the PDF to CSV first.
Keep reading
- How to Convert a PDF Bank Statement to Excel (or CSV)
Three ways to turn a PDF bank statement into an Excel/CSV spreadsheet — copy-paste, Excel's PDF import, and an automatic converter — with the pros and cons of each.
- How to Import Bank Statements into QuickBooks
How to get transactions from a PDF bank statement into QuickBooks Online using a CSV — the format QuickBooks expects, and how to prepare it in seconds.
- How to Categorize Business Expenses for Taxes
A practical guide to categorizing business transactions from your bank statements so tax time is painless — and how to get a pre-categorized CSV to start from.
- How to Convert a Bank Statement PDF to CSV
The fastest way to turn a bank statement PDF into a clean CSV — what a CSV needs to contain, why manual methods break, and how to do it in seconds.