About Ally statements
Ally sends one combined statement for all your accounts. Each account has its own Summary and an Activity table with Credits, Debits and Balance columns, and every row fills both amount columns: "$0.00" under Credits on a withdrawal, "-$0.00" under Debits on a deposit. Utilly takes the amount that isn't zero, joins the merchant lines printed under each row, reads each account on the statement separately, keeps Ally's running balance in the Balance column, and checks each account against its own Beginning and Ending Balance.
Works with Ally checking, savings and money market statements. Layout tested: Credits and Debits on every row, one statement for every account.
Account by account: what we read on an Ally combined statement, and how far back Ally statements go →
Why Xero?
Xero (US and Canada) can import some PDF statements directly. Elsewhere, and for scans or layouts it can't read, it needs CSV, OFX or QIF. The Xero CSV is laid out the way Xero expects, and Utilly has already checked it against your statement balances.
Rather import an OFX file than a CSV? The same results page has one, and Xero takes it under Import a Statement with no column mapping: see bank statement PDF to OFX.
Import failing, dates swapped or a balance that won't match? See Xero bank statement import errors and how to fix them.
Already have a CSV or Excel export from your bank? The free CSV to Xero converter turns Debit and Credit columns into one signed Amount and writes Xero's import layout.
Weighing Xero's own PDF import, Hubdoc or another converter? See bank statement to Xero converters compared.
Pricing
Preview any statement free, and your first 3 full statements are free with your email. A $9 pack unlocks 5 full statements in every format, with no expiry and no subscription. Bookkeepers with many clients can go unlimited for $19/month. See pricing.
