How to Extract Transactions from a Bank Statement
Learn how to extract transaction dates, descriptions, debits, credits, and balances from statement PDFs into a reviewable CSV.
Step-by-Step Guide
Start with a complete PDF
Use the full statement period and include all pages so totals and balances can be checked.
Run extraction
Upload the statement and let the AI extraction workflow identify transaction rows.
Validate the output
Compare the first and last transaction rows, totals, and running balances against the PDF.
Frequently Asked Questions
Can I rely on extracted rows without review?
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