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From shoebox statements to tax-ready schedules
Convert client bank and card statements into categorizable Excel files for Schedule C, rental income and expense substantiation.
Convert a statement free 20 free pages / month · no card
Last updated
Quick answer
Self-employed clients often hand over statements instead of books. Convert a year of bank and card statements into one Excel file, categorise expenses, and build Schedule C or rental schedules in an afternoon.
The usual problems
- Clients without bookkeeping
- A year of statements to categorise
- Card and bank accounts mixed together
- Tight filing deadlines
What changes
- One spreadsheet per account with a Category column
- Bank and credit card statements together
- Totals that tie to the statements
- Faster return preparation
Suggested workflow
- Convert all 12 statements for each account.
- Export Excel and combine accounts.
- Add categories with filters or a lookup table.
- Pivot by category for the return.
Frequently asked questions
Can I categorise automatically?
Exports include a Category column; use a lookup table on payee names in Excel. Built-in categorisation is on the roadmap.
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.