How to download a searchable bank statement?
Knowledge base
Knowledge base
How to download a searchable bank statement?
To download a searchable bank statement, you can follow these steps:
- Log in to online banking.
- Go to the Statements or Downloads page.
- Select the period of the bank statement that you want to download.
- Choose any format, such as PDF, Excel, or CSV.
- Click on the Download button.
Once the bank statement has been downloaded, regardless of the format, Kiiper will convert the data in a way that is compatible with the accounting software you use.
Tips for downloading a bank statement to import into Kiiper:
- If you are downloading a PDF bank statement, make sure that it is not password protected.
- If you are downloading an Excel bank statement, make sure that it is saved as an Excel workbook (.xls or .xlsx) instead of an comma separated value (.csv).
- If you are downloading a CSV bank statement, make sure that it is formatted correctly. The first row of the CSV file should contain the column headers, and the remaining rows should contain the transaction data.
If you have any questions downloading a bank statement, contact us at
support@kiiper.app.