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.
Clean the transaction file
Remove duplicated page headers, normalize date formats, and keep amount columns consistent before preparing a Sage import file.
Validate the statement period
Check first and last rows against the original PDF so the CSV covers the correct statement period.
Keep review evidence
Keep the original PDF and reviewed CSV together for bookkeeping and audit support.
Related bank statement pages
Frequently asked questions
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.