Import bank statement transactions into Sage

Start with a native CSV, OFX, QBO, QFX, or other statement export from your bank when Sage supports it. Convert a PDF only when the native export is unavailable, then review every proposed transaction before import.

Last updated: August 29, 2026 · Import steps vary by product version

Need to convert a PDF first?

Document quality affects extraction. Digital PDFs are usually easier to process than scans, and password-protected files must be unlocked before upload.

Open the CSV converter

A review-first workflow

1. Check your bank first. Download a native statement export that Sage accepts if one is available.
2. Convert only when necessary. If the bank provides only a PDF, extract dates, descriptions, debits, credits, and balances into a supported format.
3. Validate the output. Compare the date range, row count, signed amounts, and opening or closing totals with the source statement. Spot-check several rows.
4. Import into the correct account. Confirm the account, currency, column mapping, and date range in Sage before completing the import.
5. Reconcile and check duplicates. Look for overlap with feeds or earlier uploads before accepting the imported transactions.

Import into Sage

Open the bank transaction or statement-import area, choose the destination account, upload a format listed by your current Sage documentation, and review the proposed mapping. Product menus and supported formats can change, so confirm the workflow in Sage's official help before importing.

What to verify before import

Dates

Confirm the date format and the first and last transaction dates.

Amounts

Check debit, credit, and signed-amount conventions.

Account and currency

Import into the matching account and currency.

Overlap

Compare the date range with bank feeds and previous uploads.

Statement converters by bank

These retained bank pages use the same review-first workflow and link to the global export formats.

Chase Wells Fargo Bank of America PNC Bank Capital One Navy Federal TD Bank Citibank USAA US Bank RBC TD Canada Trust

Frequently asked questions

Should I convert a PDF if my bank offers OFX or CSV?

Use the native bank export when it is accepted by Sage. It avoids an extra extraction step and usually contains structured transaction fields already.

What should I review after PDF conversion?

Compare the row count, date range, signed amounts, and available opening or closing totals with the source PDF. Spot-check descriptions and amounts before import.

Can an import create duplicates?

Overlapping bank feeds or statement date ranges can create or expose duplicate transactions. Review the proposed import and reconcile it against the source statement.