Drop a CSV from your bank, check the preview, download a file your accounting software accepts. Your transactions are processed on your computer and never touch a server.
Convert a statement freeBank statements are sensitive. Most converters ask you to upload yours to their servers. StatementShift does not: the entire conversion runs in JavaScript on your computer. You can verify this yourself: open your browser's developer tools, watch the network tab, and convert a file. No transaction data leaves the page. The only request this site ever makes is a Pro licence check, which sends a licence token and nothing else.
What each bank's export looks like, which columns to map, and the one thing most likely to break your import.
Importing into Xero · Importing into QuickBooks · All bank guides
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Correct. The file is read with your browser's FileReader API and converted with JavaScript on this page. There is no server side component to the converter at all. You can confirm with your browser's network inspector. To be precise about the one exception: if you own a Pro licence, the page checks that licence with our server on load. That request contains your licence token and nothing else, and it never happens on the free tier.
Xero bank statement CSV (Date, Amount, Payee, Description, Reference), QuickBooks 3-column and 4-column CSV, and OFX 1.02, which is accepted by QuickBooks, Xero, MYOB, GnuCash, Quicken and most other accounting tools.
Yes. Map the Debit and Credit columns and StatementShift combines them into a single signed amount, with money out as negative.
Any bank that exports CSV. Column names are detected automatically, and you can adjust the mapping by hand when they are not. There are step by step guides for thirteen banks across New Zealand, Australia and the UK, and the same approach works anywhere else.
Ambiguous dates are the number one cause of broken imports. Choose DD/MM or MM/DD under "Dates in file" to match your bank, and pick the output style your accounting software expects.
After checkout, your payment is confirmed with Stripe and the site issues a licence token that unlocks Pro in that browser. There are no accounts and no password to remember. If you switch browser or machine, open your Stripe receipt's link again to unlock there too, or reply to the receipt and it will be sorted.