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Review multi-line descriptions in bank statement PDF extraction

Check wrapped and split transaction descriptions after PDF-to-CSV extraction. Preserve payment references and distinguish continuations from new rows.

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How does this work?

A description that wraps across lines belongs to the same transaction when the PDF layout identifies it as a continuation. Compare the date, amount and reference columns before joining text. A continuation with no new transaction amount may be part of the preceding row, but do not join rows solely because the date is blank.

Updated · Accounter product workflow guide

  1. 1.Use the original PDF and inspect the description alongside its date and amount columns.
  2. 2.Check whether the next printed line continues a reference or begins another transaction. Some statements omit repeated dates.
  3. 3.Review page breaks where the last description on one page continues onto the next. Keep the complete statement available.
  4. 4.Correct the extracted description using source text. Keep bank references needed for matching and preserve separate amounts as separate transactions.
  5. 5.Open the CSV in a spreadsheet and confirm the full description stays in one cell, including commas or quotation marks.

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Example: a wrapped payment reference

Fictional source: “EFT PAYMENT ACME” appears on a line with a R450 debit; “INV-1042 SEPTEMBER” is printed directly below in the description column with no new amount. If the layout confirms continuation, the reviewed description is “EFT PAYMENT ACME INV-1042 SEPTEMBER” on one R450 transaction. A separate amount on the next line requires checking for a distinct transaction.

Troubleshooting your statement

A reference became a separate transaction

Check whether the PDF gives that reference its own transaction amount. If it is only continuation text, attach it to the source transaction rather than inventing a value.

Two transactions were merged

Look for distinct amounts and references in the PDF. Split confirmed separate transactions and preserve each description.

Commas split the description into columns

Import the file as CSV in your spreadsheet and check the delimiter and quoting settings. Do not strip meaningful punctuation or payment references to hide a parsing issue.

Frequently asked questions

Does a blank date mean description continuation?+

Not always. Some statements omit repeated dates for separate transactions. Check amounts, references and layout together.

Can a transaction description continue on another page?+

Yes, some layouts wrap a transaction across a page boundary. Inspect both pages before correcting the extracted text.

Should I shorten descriptions before import?+

Preserve source references for review. If the destination has a length limit, keep the full source CSV separately and adapt a copy to its import requirements.

Can Accounter guarantee every reference is preserved?+

No. Review extracted descriptions against the original PDF, especially wrapped lines, scans and page breaks.

Related extraction workflows

Bank statement extractionFix CSV import errorsOpen statement CSV in ExcelStatement history