Your bank statement does not need to copy Institution’s sample layout. The sample illustrates the information to include: a clear account and currency, transaction dates, descriptions, amounts and complete period evidence.
- Check the actual bank statement for those fields and verify that every page is readable.
- Keep opening and closing balances where the bank supplies them.
- Upload the original supported statement and compare extraction results with its source rows.
Avoid redesigning a valid bank statement solely to resemble the sample. Reformatting can remove account identifiers, alter signs or disconnect transactions from their original page context.
When a layout causes uncertainty
Use a clean bank export or clearer scan when columns overlap, amounts are clipped or multiple accounts share a confusing table. Keep the original evidence alongside any working copy.
A successful sample check demonstrates the provided example, not guaranteed extraction accuracy for every bank layout. Review your own file’s dates, movement totals and account match. If a specific row is misread, identify its page and values for support instead of assuming that changing the whole statement’s appearance is required.
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