BLOG
Bank statement and financial file blog
Two collections: format references that explain what each financial file type is and which converters accept it, and guides on extracting transaction data and choosing the right route into your accounting software.
CATEGORY
Formats
What each file format is, what it stores, and the converters that read or write it.
A bank statement is an official account activity record that may be delivered as a native PDF, scanned PDF, spreadsheet, or bank-specific export.
Read the format reference →CSVCSV is a plain-text table format in which records are separated by lines and fields by delimiters such as commas.
Read the format reference →ExcelExcel workbooks store structured rows in XLSX sheets with formatting, filters, formulas, and typed cells.
Read the format reference →IIFIIF is a tab-delimited import and export format associated with QuickBooks Desktop.
Read the format reference →OFXOpen Financial Exchange is a structured financial data specification used to exchange account and transaction information.
Read the format reference →QBOQBO is a QuickBooks Web Connect file based on the OFX family and tailored for importing bank activity into QuickBooks.
Read the format reference →QFXQFX is Quicken's Web Connect financial transaction format and is closely related to OFX.
Read the format reference →QIFQuicken Interchange Format is a line-oriented legacy format used to move account, category, and transaction data.
Read the format reference →PDFPDF is a fixed-layout document format intended for reliable reading, sharing, printing, and archiving.
Read the format reference →Google SheetsGoogle Sheets is a browser-based spreadsheet that opens CSV and XLSX files and keeps them in Google Drive for sharing and collaboration.
Read the format reference →TallyTally workflows import structured vouchers and ledger entries into Tally accounting products.
Read the format reference →CATEGORY
Guides
Step-by-step articles on extraction, imports and format comparisons.