Bank statement guide

Prepare Bank Statement CSV for Sage

Prepare bank statement CSV files for Sage import review by validating transaction rows, signs, dates, balances, and source PDFs.

Last reviewed: 2026-05-13

Clean the transaction file

Remove duplicated page headers, normalize date formats, and keep amount columns consistent before preparing a Sage import file.

Check first and last rows against the original PDF so the CSV covers the correct statement period.

Keep the original PDF and reviewed CSV together for bookkeeping and audit support.

Continue with the most relevant converter or pricing page for this guide.

Compare included pages, monthly plans, and top-up credit packs.

Troubleshoot headers, dates, debit/credit signs, and duplicate rows.

Does Accounter connect directly to Sage?+

This workflow prepares CSV rows for Sage import review and does not claim a direct Sage integration.

Which banks can I start with?+

Use the South African bank statement converter hub to choose FNB, ABSA, Standard Bank, Capitec, Nedbank, and other bank-specific pages.