Convert Bank Statement PDF to Tally (ERP 9 & Tally Prime)
To import bank statement transactions into Tally ERP 9 or Tally Prime: convert your PDF to CSV using Bank Statement Converter (free), then use Tally's Import of Data feature or a Tally import utility to load the transactions. Works with all major Indian banks — SBI, HDFC, ICICI, Axis, and Kotak.
Key Benefits
- Convert Indian bank statement PDFs to CSV for Tally ERP 9 and Tally Prime
- Works with SBI, HDFC, ICICI, Axis Bank, Kotak, and all major Indian bank formats
- CSV output compatible with Tally import utilities and data entry
- Extract date, narration, debit, credit, and balance for Tally ledger posting
- Free, no signup required
How It Works
- Step 1: Upload your Indian bank statement PDF to Bank Statement Converter
- Step 2: Select CSV output and download
- Step 3: Use a Tally import utility (Excel-to-Tally or ODBC connector) to load the CSV
- Step 4: Map Date, Narration, Debit, and Credit columns to Tally voucher fields
Frequently Asked Questions
- Can I directly import a CSV into Tally ERP 9?
- Tally ERP 9 and Tally Prime do not natively import CSV bank statements directly. You need a third-party import utility (Excel to Tally, Tally ODBC, or a custom XML import) to map the CSV columns to Tally voucher types.
- What CSV format works best for Tally import utilities?
- Most Tally import tools expect: Date (DD-MMM-YYYY or DD/MM/YYYY), Narration, Debit amount, Credit amount, and Balance. Bank Statement Converter's CSV output includes all these fields and is compatible with common Tally import tools.
Convert to CSV Free