Xero PDF to Excel

Xero can import a CSV of date, description, and amount. Numby builds that file from the PDF and then deletes it.

Numby is not affiliated with these companies.

What the PDF usually contains

US statements put the month first: month/day/year, then the description, the amount, and the running balance. QuickBooks can take CSV or QBO built from the rows you checked. Xero can take a CSV of date, description, and amount. Numby does not replace those ledgers.

The file is used for this conversion and then deleted. It is not used to train models, and we cannot recover it afterward.

Drop a PDF, CSV, OFX, QBO, or QIF

Also in this country

ChaseChase digital statements put the date first as month/day/year, then the description, the amount, and the running balance.Official site

Bank of AmericaBank of America statements use month/day/year, then the description, the amount, and the running balance.Official site

QuickBooksA QuickBooks-ready file from Numby is CSV or QBO built from the statement rows you checked. Numby does not sign in to QuickBooks.Official site