The statement workflow accepts PDFs with selectable text or clear scans. Use the bank’s original export when possible, because dates, decimal points and account details are easier to verify than in a photograph of a screen.
- Open the PDF and inspect several pages at a readable zoom.
- Check that transaction dates, descriptions, amounts and signs are visible without guessing.
- Confirm the page order and that every part of the statement period is present before uploading.
A scan can be readable to a person while still making a small decimal point or minus sign ambiguous. Review the extracted amounts carefully, especially large values and credits.
Improve the source when needed
If pages are blurred, skewed or cut off, obtain a better scan or the original bank PDF. Avoid repeatedly extracting the same unreadable image and accepting whichever result looks plausible.
Keep the original source and compare extraction totals with statement balances where available. A successful extraction job indicates processing completed; it does not remove the need to review dates, amounts, account matches and category proposals before posting.
Was this article helpful?
Tell us whether this answered the question you came with.