About U.S. Bank statements
U.S. Bank statements group transactions by type: Customer Deposits, Other Deposits, Card Withdrawals, Other Withdrawals and Checks Presented, with withdrawals printed with a trailing minus ("500.00-") and checks and deposit tickets often two to a line. Utilly combines every section into one dated list, signs each row by its section, skips the Balance Summary and checks the result against the Beginning and Ending Balance.
Works with U.S. Bank checking, savings and business checking statements. Layout tested: Sections by type, trailing-minus withdrawals, checks two to a line.
Section by section: what we read on a U.S. Bank statement, checks and deposit tickets, and how far back 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. 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.
