Frequently asked questions

No. Digital PDFs are opened and converted by code running in your browser. The file, the password and the transactions stay on your device. You can check this yourself: open your browser's developer tools, Network tab, and convert a file. No file is sent; the only request is an anonymous count to our own site (for example "conversion succeeded, SBI format, 48 rows"). Our pages also set a Content-Security-Policy that blocks connections to other websites.

Yes. The security page shows a one-minute check with the browser's Network tab, and you can convert a file with Wi-Fi switched off after the page has loaded.

The statement is processed only on your computer, the same as opening it in a PDF reader, so no third party receives client data. You remain responsible for how you store the downloaded files.

No cookies, no advertising trackers and no accounts. We count anonymous events such as page views, conversions, the bank format detected and whether the balance check passed, so we know what works. They never include your file, transactions, amounts or anything that identifies you. The privacy policy lists every field and has a switch to turn counting off.

In your browser's local storage on that computer. They are never sent to us. Use "Export rules" in the converter settings to back them up or move them to another computer.

SBI, HDFC, ICICI, Axis and Kotak are tuned and tested; PNB, Bank of Baroda, Canara, Union Bank, IDFC FIRST, Yes Bank, IndusInd and co-operative bank passbooks are tested on look-alike samples; Indian Bank, IOB, Bank of India, Central Bank, UCO, Federal, IDBI and AU are recognised and read by the general reader. See all formats.

Often, yes: choose "Other bank (generic)". If no rows are found, choose Map columns yourself and point at the Date, Narration, Debit, Credit and Balance columns once. The balance check confirms whether it worked.

Enter it when asked. It is used only in your browser to open the file. The bank's email that carried the statement normally explains the password format.

Scanned (photo) PDFs have no text to read in the browser. Download a fresh PDF from net banking instead: those are digital. OCR for scanned files is planned as an optional, clearly-marked server feature.

Yes. Select or drop several PDFs together. Each is converted and checked, and you can download everything as one ZIP with a combined sheet and a combined Tally XML file.

Not yet. Credit card statements have a different layout (no running balance). They are on our list; tell us which card issuer you need.

Dates and amounts are read the same way. Narrations in Hindi or other scripts are kept as text when the PDF stores them as proper Unicode; some older PDFs use fonts that extract as garbled characters, which you can correct in the table.

Statements of a few hundred pages work on a normal office PC; very large files take longer because everything runs on your computer. During launch you can convert up to 500 pages a month per browser.

Yes, for converting and downloading. Editing rows and mapping ledgers is easier on a computer.

Every conversion runs a balance check: opening balance + credits − debits must equal the closing balance, and each row's running balance must match the previous balance plus that row's amount. Rows that do not match are flagged in red. We never "fix" numbers silently.

Compare it with the PDF and click the cell to correct it. The check re-runs instantly. Common causes are a narration that swallowed an amount or a row split over a page break. You can also delete junk rows and undo with Ctrl+Z.

The statement did not print an opening balance, so it was worked out from the first row: balance minus credit plus debit.

No. Amounts are kept as whole paise internally, so totals match the statement exactly.

Yes. Download the Tally-compatible XML. Debits become Payment vouchers and credits become Receipt vouchers against your bank ledger, with the counter ledger you choose for each row (or a suspense ledger). Rows marked Contra (e.g. ATM cash) become Contra vouchers. Import the ledger masters file first (Import > Masters in TallyPrime) and choose "Ignore Duplicates" for masters that already exist, so your existing ledgers keep their groups. Then use Import > Transactions (TallyPrime) or Import of Data > Vouchers (Tally.ERP 9). Each voucher carries a stable ID, so importing the same statement again updates those vouchers instead of creating duplicates.

The XML follows Tally's standard import format and was verified by importing into TallyPrime 7.2. Earlier TallyPrime releases and Tally.ERP 9 (Import of Data → Vouchers) use the same import format and should work, but we have not tested them ourselves yet.

Yes. Choose "More formats" after converting: Zoho Books bank-statement CSV and QuickBooks Online bank CSV. Import them from the bank account's "Import statement" option in that software.

Use the Excel or CSV export and that software's Excel import. A direct Busy format is planned once we can verify it in Busy.

Yes. Tick "Single signed Amount column" in the export options: debits become negative and credits positive.

A rule says "if the narration contains SWIGGY, use the Staff Welfare ledger". The first matching rule wins. Rules apply to every statement you convert in that browser. Click "+ Rule" on any row to start one from its narration.

Yes, KhataSheet is free during launch, with a generous monthly page allowance and no sign-up.

There will always be a free tier. Paid plans for heavier use are planned; prices will be announced on the pricing page with advance notice, and nothing is ever charged automatically.

No. There are no accounts during launch.

Yes. In Chrome or Edge, use the install icon in the address bar (or menu → Install KhataSheet). It then opens in its own window and works offline.

Try "Other bank (generic)" in the format menu, then Map columns yourself. If it still fails, use Send us this statement (only with your consent; deleted after 30 days) or the contact page; a redacted page also helps us add the layout.

Current versions of Chrome, Edge, Firefox, Safari and Brave on Windows, macOS, Linux, Android and iOS. Chrome 109 on Windows 7 and 8 works with a slower compatibility mode; browsers from before 2020 are not supported.

Through the contact page. Complaints and data requests: see grievance redressal.