Glossary
CSV bank statement
Definition
Bank transactions saved as comma-separated values — one row per transaction, readable by spreadsheets and accounting software.
A CSV statement contains columns such as Date, Description and Amount (or Debit and Credit). Banks often provide CSV downloads for recent months, while older periods are only available as PDFs.
CSV has no fixed standard, so the column names, date format and sign convention vary; importing software asks you to map columns.
Related terms
- PDF bank statement
A bank statement delivered as a PDF document — readable by people but not directly importable by accounting software.
- QBO (QuickBooks Web Connect)
QuickBooks' OFX-based file format for importing bank and credit card transactions.
- OFX (Open Financial Exchange)
An open standard file format for exchanging bank and investment transactions between institutions and finance software.
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