PDF bank statements to CSV in South Africa

Turn supported original PDF bank statements into transaction data inside SmartBank. Export CSV straight away, or allocate and reconcile before exporting a prepared cashbook.

Which PDF files can I use?

• Use the original PDF downloaded from your bank.
• Supported password-protected originals can be imported.
• Scans, photos and image-only PDF copies are not supported.
• Support depends on your bank and statement layout. Ask us to confirm your setup.

PDF conversion produces CSV. It does not convert a PDF to OFX or OFC. Bank-downloaded OFX and OFC files are separate import options.

1. Download the original statement

   Use a supported original bank-issued PDF, or a bank-downloaded CSV, OFX, OFC or text file. Keep a clear record of the bank account and period.

2. Import into SmartBank

   Select the company, bank account and accounting-package workflow. Import the file and enter the PDF password if prompted. Check dates, descriptions and amounts against the statement.

3. Choose your level of preparation

   Export CSV without allocations when you only need transaction data. Alternatively, allocate recurring entries, edit or split transactions and reconcile the cashbook before exporting.

4. Save and import the right export

   Use the layout required by your accounting package and version. Save it with the company, bank and period in the filename. Follow your accounting package’s import mapping and review steps.

A simple CSV example

This illustrative example shows transaction columns, not a guarantee of a particular accounting package’s required import layout.

Check export workflows or follow the full screenshot guide.