Convert a bank statement to Xero
Xero imports bank transactions from a CSV with Date, Amount, and Description (or Payee) columns. Turn your statement PDF into that CSV in seconds, then import it against the right bank account.
How to import a statement into Xero
- 1. Convert the statement. Upload the statement PDF and download the CSV.
- 2. Go to the bank account. In Xero: Accounting → Bank accounts → your account → Manage → Import a Statement.
- 3. Map & import. Match Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- What CSV format does Xero need?
- Xero needs a Date column, an Amount column (signed), and a Description or Payee column. The converter outputs exactly these.
Export to other tools
Convert a statement from your bank
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