See a sample export
A synthetic sample statement, run through the same conversion and reconciliation engine as a real upload. Preview the rows below, or download the Excel and CSV files it produced.
What's in the export
The Excel file (.xlsx) has two sheets. A Transactions sheet with one row per transaction — Date, Description, Merchant, Category, Section, Amount, Flags, Confidence, and Excluded columns — and a Reconciliation sheet showing the statement's declared totals next to what we computed, plus the reconciliation result. The CSV is a QuickBooks-ready 3-column file: Date, Description, Amount.
Before either file is offered for download, we add up every transaction we extracted and check it against the statement's own printed totals. For this sample that comes out to a Balanced result — $0.00 off.
- Statement period
- 03/01/2026 – 03/31/2026
- Transactions extracted
- 4
- Beginning → ending balance
- $550.00 → $1,201.23
- Reconciliation
- Balanced
Sample rows from this statement
All 4 transactions from the synthetic statement used to build the files below.
| Date | Description | Section | Amount |
|---|---|---|---|
| 03/05/2026 | COUNTER DEPOSIT | deposits | $1,200.00 |
| 03/08/2026 | CHECK 1044 | withdrawals | -$300.00 |
| 03/17/2026 | INTEREST PAYMENT | deposits | $1.23 |
| 03/20/2026 | ONLINE TRANSFER TO SAVINGS | withdrawals | -$250.00 |
Download the sample
Both files were built from the same 4 transactions shown above.
This is a synthetic sample statement generated for demonstration only. It is not a real customer's data, and it is not tied to any specific bank we support.
Last updated July 11, 2026.