- Sign in and open Statements to Ledger from your dashboard (go there). Upload a bank or credit card statement PDF. Digital PDFs and scans both work. No account yet? Start free.
- PDFDrill reads every page and builds one list of transactions, in date order, with withdrawals as negative amounts.
- It works out the statement type (bank or credit card) and checks the statement. You'll see PASS or FAIL (what they mean).
- Review the rows. You can edit a date, description or amount and save it, and the checks re-run straight away. Each row shows the PDF page it came from.
- Export in the format you need.
Tip: start with one statement and check the result before uploading a full year.
