Knowledge base

A few of our clients have recommended this tool for converting data from Excel format to QIF for use with bookkeeping applications/cloud...

Right click on a job within StatementReader to select an Excel file that was previously created by StatementReader and refresh the job...

You should check or uncheck the 'parse PDF' option based on the input file that you have selected. If your file is a searchable PDF...

Under normal circumstances the StatementReader engine is able to analyse a page and detect if a table of transactions is there, where the...

This option, which is checked by default, will cause StatementReader to open a new Excel window when you start a job, and use this to...

To ensure that the application is installed correctly, select an example job from the 'Help' menu. There are two to choose from. Once...

This template hasn’t been released as this format often changes depending on which branch printed the bank statements. Here are some...

Yes, StatementReader can read credit card statements. You can use the template creation tool (from the file menu) to create your own...

When Excel reads a statement that returns TRUE or FALSE, these values are interpreted by the formula as 1 or 0, respectively. Therefore,...

CSV (Comma Separated Values) is a file format that is widely accepted when importing data into a variety of different applications. It...

When you copy and paste formulae that reference other cells within a spreadsheet, the cell references are automatically interpreted as...

Data validation can be used to create a drop down box showing categories that can be easily allocated to individual transactions. This...

If you need to search UK company data by directors, shareholders or financial performance then you should use www.duedil.com. The user...

If you have a list of many company names (perhaps creditors or debtors) and you need to check which ones are dissolved or subject to...

Balance checks are used to validate that the data exported from bank statements is correct. They are quick and easy to apply, although...

If you would like to benefit from the multi-user features that StatementReader provides to share templates, jobs and offline updates with...

If you can take a screenshot of the problem that you are experiencing, please send it to team@statementreader.com, alternatively please...

Column headings are used by StatementReader to identify where the transactions begin on each page. If some pages of the bank statements...

UPDATE: An option has now been introduced for the user to decide before processing a multi-narrative statement format which column should...

StatementReader uses a process called OCR to read and interpret images that contain text. In order for StatementReader to perform this...