Convert YES BANK statement to Excel

Upload the statement PDF and download an Excel file with one transaction per row: date, description and amount in separate columns (and the balance, when the statement shows it).

Secure

Your bank statements aren't shared with anyone and are encrypted in transit. Password-protected PDFs open in your browser. How we handle your files

Built for firms

For accountants and bookkeepers who reconcile accounts every month: one transaction per row and the same columns every time.

Accurate

We keep improving how each bank converts. If a file doesn't convert the way you expected, email us at support@extractpro.app and we'll fix it.

How do you convert your YES BANK statement to Excel?

Saved from YES ONLINE, or sent over by a client, a YES BANK statement becomes an .xlsx workbook in ExtractPro, with a row for each transaction and the date, description and amount in separate columns, plus the balance where the statement carries one. The bank’s site is yes.bank.in, and the “YES ONLINE FAQs” document explains the download: “The summary of the account statement can be viewed on the screen. To download statement on top right corner you will see the download icon, click and select the desirable formats CSV or PDF icons.”

How to download your YES BANK “E-statement” in YES ONLINE (steps from the bank’s FAQ document)

  1. Log in to YES ONLINE.
  2. From the left side menu, open “YES ONLINECASA transaction”.
  3. Click “Account Statement”.
  4. Select the source account and a period or date range filter, enter the details and click submit.
  5. Click the download icon at the top right and choose the PDF icon.

“Select the source account, and select period or date range filter. Enter the details and click on submit.”

YES ONLINE FAQs ·

How it works

3 steps, in seconds

01

Download the statement

Get the statement for the period from YES BANK; if it comes as a PDF, that is the file to upload.

02

Upload it to ExtractPro

If the PDF is password-protected, enter the password and the file unlocks in your browser. The password never reaches our servers.

03

Download the Excel file

One transaction per row, with date, description and amount in separate columns (and the balance, when the statement shows it).

FAQ

About YES BANK statements

01

Can I download a YES BANK statement as a PDF from YES ONLINE?

Yes. Choose the PDF icon rather than the other format: the FAQs have you “click and select the desirable formats CSV or PDF icons”.

02

What does YES ONLINE do when a statement has more transactions than it will show at once?

Each YES ONLINE statement has a ceiling: “The account statement is available for a maximum of 500 transactions at one time.” Beyond it, the bank’s answer is a request in the system: “In case the number of transactions exceed 500 the report request will be registered and report can be downloaded from ‘report request’”.

03

Does YES ONLINE offer a consolidated statement by email?

Yes. In the FAQs’ words, “All your account statements also carry your Customer ID.” The email version is reached under “Non-financial transaction”, through “Consolidated Email Statement”.

Your YES BANK statement, in Excel

Free during launch. Upload the PDF and download the Excel file.

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