Convert a bank statement to Sage
Sage Accounting imports bank transactions from a CSV with date, amount, and description columns. Turn your statement PDF into that CSV, then import it against the right bank account under Banking.
How to import a statement into Sage Accounting
- 1. Convert the statement. Upload the statement PDF and download the CSV.
- 2. Open the bank account. In Sage Accounting: Banking → select the account → Connect/Import → Import Statement.
- 3. Map & import. Map Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- What file formats does Sage import?
- Sage Accounting imports CSV and OFX bank statements. It doesn't read PDF, so convert the statement to CSV first.
Export to other tools
Convert a statement from your bank
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