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.
Fictional sample output
Preview the CSV before importing into Sage
Statently turns separate withdrawals and deposits into one signed Amount column, cleans descriptions, and adds a category. This preview uses a fictional statement.
| Date | Description | Amount | Category |
|---|---|---|---|
| 2026-06-03 | Northwind Payroll | +3,450.00 | Income |
| 2026-06-04 | Harbor Market | -84.21 | Groceries |
| 2026-06-06 | City Utilities | -126.40 | Utilities |
| 2026-06-08 | Cloudwork | -18.00 | Software |
Private by design. Your uploaded PDF is processed in memory to create the CSV and is not stored.
Always review before importing. Compare totals and a sample of transactions with the original statement before reconciliation, tax filing, or accounting import.
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
Related guides
- How to Import Bank Statements into Sage
How to get transactions from a PDF bank statement into Sage using a CSV — the columns Sage expects and how to prepare the file in seconds.
- How to Convert a Bank Statement PDF to CSV
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- How to Convert a Scanned Bank Statement to CSV
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- How to Import Bank Statements into QuickBooks
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