How to Create a Bank Statement Template with StatementReader

Convert PDF bank statements to Excel with a template for fast and accurate results.

StatementReader uses templates to identify, interpret and extract your data into the correct column in Excel. Templates for 100+ UK, USA and Australian banks are provided for you to use immediately.

You will need to follow this tutorial if your bank statements do not match the pre-existing templates. Alternatively, you can send us a sample and we will create the template for you for free.

To download StatementReader now, click here: https://www.statementreader.com/download


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if you find that you cannot locate the
template that you would like to process
that matches the document that you have
and you've been through the the country
and then within that country the
templates against the name and tried to
match the the thumbnail images against
the document you have but you can't find
template then you'll need to create your
own at your own template either from
within the application itself or you can
request a bank layout from the file menu
and we're happy to create those for you
in case you need a very quick solution
you can do that yourself like I said so
file new Bank layout is how you would
get started then you would select the
document that you have to process and
would like to create the template for
once you selected the file it'll just
take a second to configure that image
for the template and we'll work
through a wizard and that will get you
set up with a new template
quickly so first
we'll just move the the splitter lines
on the page to match where the text is
and if you've got some some extra
splitters if you reduce
the column width to 0 as I
did there next you would copy out the
column headers from the page you wanted
to make sure that these are exact as
we're using these to locate where the
transactions are and save you work
ultimately in removing any unnecessary
lines from Excel and from the output the
next step is to select the data types
and you want to make sure that
every line every column has a different
data type
so we've got
payments then we've got some receipts
then we've got balance next we select
the dates format so we just go back we
can see the date format here's one three
and then two numbers for a year so we've
got one three and then two numbers for
the year date locale we can set as UK
for the for the next step we need to
just double check the what happens for
multiple lined transactions so at the
very bottom here we've got a transaction
that has a description that goes over
multiple lines and you can see the
amount is at the top and the date is
also at the top so we need to just
select the the checkbox that signifies
the the balance is at the top if you're
confused then just hover over any of
these labels and you'll get some more
information that's sent the minimum that
you need to do to create a new template
we can also add however just for the
benefit of zooming in on those
transactions we can add a table stuff as
brought forward and we can add a footer
that's carried forward so you can open
up the document just to double-check
where these appear on if these appear on
every single page then these are worth
adding and then we get the option to
save it and just add a bank name once we
save it it will appear under my banks on
the left-hand side