Convert a bank statement to Wave
Wave imports bank activity from a CSV with Date, Description, and Amount columns, but it can't read a PDF statement. Convert your statement to a categorized CSV first, then upload it to the matching account in Wave.
How to import a statement into Wave Accounting
- 1. Convert the statement. Upload your bank statement PDF and download the categorized CSV.
- 2. Open the upload screen. In Wave: Accounting → Transactions → More → Upload a bank statement, and pick the account.
- 3. Map & import. Match Date, Description, and Amount to the CSV columns and import.
Frequently asked questions
- Does Wave accept PDF statements?
- No — Wave imports CSV, OFX, QFX, or QBO files. Convert the PDF to CSV first, then upload.
Export to other tools
Convert a statement from your bank
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