Practical, no-fluff guides on getting transaction data out of bank statements and into the tools where you actually work.
The matching formula, the four buckets every unmatched item falls into, and the diagnostics that find a stubborn difference in seconds.
GuideNo payslips, just statements. How lenders, landlords and consulates read a freelancer's account — and how to make irregular income legible.
How-toCard balances run backwards, charges and payments invert, and foreign purchases hide their true cost. The conventions that make card statements reconcile.
GuideHow many months to prepare, why sudden deposits get flagged, and how to read six months of your own statements before an officer does.
GuideBatch conversion, the balance chain that catches a missing month, safe deduplication of overlapping periods, and the checks to run before your accountant sees it.
ExplainerMT940 is deprecated but not gone. What each format carries, how the fields map, and what the 2027–2028 deadlines actually require of you.
How-toThe exact column layouts Xero, QuickBooks Online, Wave and FreeAgent expect — and the five format traps behind rejected imports.
How-toA keyword rules table, one formula that tags every row, SUMIFS by category, and a month-by-month dashboard. Copy-paste ready.
GuideHow many months, what format, what underwriters flag — and how to self-audit your statements before the bank reads them.
ExplainerScans and photos defeat Excel's PDF import, and generic OCR misreads exactly the digits that matter. The fix is arithmetic, not eyesight.
How-toQuickBooks can't read PDFs — convert to a QBO file that imports directly, balance-verified and pre-categorized.
How-toManual retyping, copy-paste from PDF, and automated conversion — what each costs you in time and errors, with a worked example.
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