How Do You All Organize Statement Formats?

logan Allen•6/17/2025

Alright, so I've been using RS for a while—helps grab some statements and whatnot. But seriously, does anyone else get mixed up with different statement formats? Like, these banks just LOVE to have their own unique designs.

Tried pulling data into Google Sheets using the addon but, uh, formats still don't line up sometimes. Makes me wonder why there isn’t a universal format that all banks could just agree on. Lazy solution? Maybe.

You guys have a hack for this? Maybe some script or tips to make life easier when things don't line up after conversion. Don't really mean to rant but, the daily grind with this stuff—or maybe I'm just missing something obvious. Let me know!

Comments (2)

millie Lee8 months ago

yeah, those different formats can trip you up. i try using a script to standardize some recurring ones. transforms them into more "sheet-friendly" formats. but honestly, it’s just the quirks of the job, right? dealing with this at month-end close can be a fun puzzle sometimes 😂

caleb Anderson8 months ago

i feel ya on the format chaos. dealing with those quirky bank styles during month-end sometimes feels like a weird game show challenge 😂. i've been hacking together scripts too; they help but it's all just part of the ride, i guess. anyone found a magic bullet here?

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Convert Your First Statement in Seconds