Question 1

Which statements from Indian banks can I upload, and how do the banks say to get them?

Accepted Answer

ExtractPro accepts PDF and Excel files (.xlsx, .xls) for upload, so choose a PDF or an Excel file whenever a bank offers a choice of formats. SBI’s Products and Services page says “You can generate the online account statement for any date range or for any month and year.” and “The account statement can be viewed online, printed or downloaded as an Excel or PDF file.” HDFC Bank’s NetBanking FAQs give the route “Click on ‘Get Statement’ (on the home screen) > Select the specific account > Select the time period > Download or Email.” and say “Account statements are available in 5 different formats for Download- PDF, Excel, Text, Delimited and MSMoney.” ICICI Bank’s page “Bank Statements – Quick Access to Your Financial Records” gives the steps “Go to Bank Accounts > e-Statements > View Detailed Statement” and “Select your desired date range and download”. Axis Bank’s help page “How do I view or download my statements” lists “Internet Banking: Login > Accounts > Select Account > View detailed statement > Select duration > Select Format > Click Get Statement > Statement will be downloaded”. Kotak Mahindra Bank’s net banking page “Presenting the all new Kotak Net Banking” gives the route “More> Statement>View Statement”. IndusInd Bank’s “E-Statements” page says you can “Choose to receive your monthly/quarterly savings or current account statement online at your registered e-mail address/es in an all-new PDF format.” YES BANK’s “YES ONLINE FAQs” say “To download statement on top right corner you will see the download icon, click and select the desirable formats CSV or PDF icons.”

Question 2

Which password opens a password-protected statement from an Indian bank?

Accepted Answer

HDFC Bank’s NetBanking FAQs answer “What is the password of account statement that gets downloaded from HDFC Bank NetBanking and why is this implemented?” with “The password is your Customer ID (CustID). This is mentioned in the note section on the Account Statement download page only when you select the format as PDF and also in the download account statement success message.” HDFC Bank’s blog on downloading a statement via NetBanking says “Your account statement will be downloaded as a password-protected file.” and “Use your numeric Customer ID as the password to open the statement.” Axis Bank’s page “How do I open an estatement”, which sits in the credit cards section of its help pages, says “Your password is a combination of four letters of your name in UPPER CASE (as it appears on your Account Statement (Ignore spaces and periods, if any) and four digits of your date of birth” and, as an alternative, “Your alternative password is a combination of four letters of your name in UPPER CASE (as it appears on your Account Statement (Ignore spaces and periods, if any) and the nine digits of your customer Id”. IndusInd Bank’s blog “Benefits of Current Account E-Statement” says “Your current account e-statement will be password-protected and encrypted.” If a PDF is password-protected, you enter the password when you upload it.

Question 3

How far back can I go with each bank, and how many transactions at a time?

Accepted Answer

SBI’s Sbi Quick Missed Call Banking page says “You can avail e-statement for last 6 months of your Savings Bank account.” SBI’s Products and Services page adds “You also have the option to select the number of records displayed in each page of the statement.” and “The options are 25, 50, 75, 100 and ALL.” ICICI Bank’s page “Bank Statements – Quick Access to Your Financial Records” says “View up to the last 4 years of statements”. Axis Bank’s e-Statements page says, in its current account section, “Bank statements for the past 3 years can be accessed via internet and mobile banking.” and “For older statements, kindly visit your nearest branch.” Kotak Mahindra Bank’s “Presenting the all new Kotak Net Banking” page offers “View / download your last 18 months’ statements including the Annual Combined Statement for the previous financial year consisting all your Current Account, Savings Account, Deposits and Investment balances”. IndusInd Bank’s “IndusInd Bank Net Banking Services” page lists “View, download and print last 12 months statements”. YES BANK’s “YES ONLINE FAQs” say “The account statement is available for a maximum of 500 transactions at one time.” and, past that, “In case the number of transactions exceed 500 the report request will be registered and report can be downloaded from ‘report request’”. A longer history simply means more statements, each one converted on its own.

Question 4

A client wants to send me their statement. What can the client ask the bank for?

Accepted Answer

Several banks let the customer choose how the statement is delivered, so it is worth agreeing the format with your client first. HDFC Bank’s NetBanking FAQs say “However, you can get the statement via email only in PDF format.” Kotak Mahindra Bank’s “Presenting the all new Kotak Net Banking” page lets a customer “Request for Account Statement for any period either on your preferred email ID (free of cost) or on your registered mailing address (chargeable)”. IndusInd Bank’s blog “How to Get a Bank Statement Online?” says “You can either download the statement immediately or have it delivered to your registered email address by checking the ‘Send Via E-mail’ option.” Axis Bank’s help page “How do I view or download my statements” lists “Click on Insta Services > Click on Statements> Savings and Agri Account> Enter Registered Mobile Number And Customer ID > Enter OTP > Select Account > Select Duration > Statement will be sent on registered email id”. ICICI Bank’s page also says “Also register for e-statements on your email”. YES BANK’s “YES ONLINE FAQs” say to “select ‘Non-financial transaction’ and go to ‘Consolidated Email Statement’”, and add “All your account statements also carry your Customer ID.” Ask for the statement in whichever format suits you; ExtractPro takes a PDF or an Excel file.

Question 5

How do I use the Excel file for bank reconciliation?

Accepted Answer

HDFC Bank’s blog on downloading a statement via NetBanking says “Choose a predefined statement period or set a custom date range.” The workbook lists one transaction per line. Date, description and amount sit in separate columns, the balance joins them when the statement carries one, and amounts are stored as numbers. The custom format can split amounts into debit and credit columns, and sets the column order, the date format and whether you download Excel or CSV.

Question 6

Is my banking data secure?

Accepted Answer

Yes. We process your statements in memory and keep a copy for a limited time, in private storage, for support and to improve conversion; it isn’t shared with anyone.

Question 7

How many conversions can I do for free?

Accepted Answer

The Free plan includes 2 conversions per month, no card required: sign up with your email or Google account and convert straight away. For more volume there are paid plans, with no commitment, and the pricing page shows the plans and prices for India.

Question 8

How do I cancel? Is there a commitment?

Accepted Answer

No commitment. You cancel yourself from your account in under a minute: go to Account and select “Cancel subscription”. You keep the plan until the end of the period you’ve already paid for, then move to the free plan. No paperwork, no penalty.

From the bank statement in your inbox to Excel for you to sort and total

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Built for firms

Accurate

How it works

Upload your statement

It becomes a table

Download the workbook

What your Excel file contains

One transaction per row

Amounts as numbers

Dates as dates

Your file is not shared

Simple pricing

Starter

Professional

Business

Frequently asked questions

Supported banks

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