Use cases
Tax prep from bank statements
Turn a year of bank and credit card statements into a categorised spreadsheet for tax returns, deductions and audit support.
Convert a statement free 20 free pages / month · no card
Last updated
Quick answer
Convert all statements for the tax year, combine them into one workbook, categorise transactions and total each category for the return — with totals that tie to the statements.
The usual problems
- No bookkeeping during the year
- Mixing personal and business transactions
- Proving deductions
What changes
- One workbook for the year
- Category totals
- Traceable back to each statement
Keep the audit trail
Keep the job history export alongside the workbook so each figure can be traced to its statement if a tax authority asks.
Frequently asked questions
Can I convert credit card statements too?
Yes; they're often where most deductible expenses are.
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.