Banks › SBI
SBI statement to Excel, CSV and Tally-compatible XML
Convert a State Bank of India account statement PDF in your browser. The file and its password never leave your device, and every row is checked against SBI's running balance.
Statement converter
Processed on this deviceDrop a bank statement PDF here
Net-banking PDFs from SBI, HDFC, ICICI, Axis, Kotak and most other banks. Password-protected files are fine.
Read on this device. Your file is not uploaded.
Ledgers, rules and export settings Bank ledger, suspense ledger, "narration contains" rules
Use a suspense ledger and reclassify later, or type any ledger.
Blank = import into the company that is open.
Ledger rules (saved in this browser)
First matching rule wins. "Contains" can list several words separated by commas, e.g. SWIGGY, ZOMATO.
AI ledger suggestions
Sends only the narrations (no amounts, balances or file) to our server and an AI model, after you confirm. Suggestions fill rows that are still on the default ledger.
Click any date, narration, reference or amount to correct it; the balance check re-runs instantly. In TallyPrime, import the ledger masters file first (Import → Masters) and set Behaviour of import if master already exists to Ignore Duplicates, so ledgers you already have are not moved to another group. Then Import → Transactions. Re-importing the same statement updates its vouchers instead of duplicating them. Step-by-step guide
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Download your SBI statement
- Log in to OnlineSBI (Personal Banking).
- Go to My Accounts & Profile, then Account Statement.
- Pick the account and the period, choose PDF and download.
- Drop the PDF above. KhataSheet detects the SBI layout automatically.
Menu names change from time to time; look for "Account Statement" in net banking.
What we read
| SBI column | KhataSheet output |
|---|---|
| Txn Date | Date |
| Value Date | (used for checks) |
| Description | Description |
| Ref No./Cheque No. | Ref |
| Debit | Debit |
| Credit | Credit |
| Balance | Balance |
Dates: "1 Apr 2024", often split over two lines in the date column. Output dates are dd/mm/yyyy in CSV and real dates in Excel.
SBI format details we handle
- The opening balance is printed above the table as "Balance as on ...".
- Long UPI narrations such as TO TRANSFER-UPI/DR/... wrap over two or three lines and are joined back into one cell.
- Dates that wrap ("1 Apr" on one line, "2024" on the next) are rebuilt.
Password-protected SBI PDFs
Emailed SBI statements are usually locked. The email from SBI states the password format, which is commonly built from your registered mobile number and date of birth. Enter it when KhataSheet asks; it is used only in your browser. If you want an unlocked copy for your records, use the PDF password remover (for your own files).
Questions
Is my SBI statement uploaded?
No. The PDF is read by code running in your browser and never leaves your device. That includes the password if the file is protected.
What is the password of my SBI statement PDF?
Emailed SBI statements are usually locked. The email from SBI states the password format, which is commonly built from your registered mobile number and date of birth. KhataSheet cannot recover or guess passwords.
Which SBI statement layout is supported?
The net-banking PDF with columns Txn Date, Value Date, Description, Ref No./Cheque No., Debit, Credit, Balance. Dates in the format "1 Apr 2024", often split over two lines in the date column are read. If your layout differs, try "Other bank (generic)" in the format menu.
What if a row does not match the balance?
It is flagged in red with the expected and printed balance. Compare it with the PDF and fix the cell; the check re-runs instantly. We never change amounts on our own.
Can I import my SBI statement into Tally?
Yes. Download the Tally-compatible XML: debits become Payment vouchers and credits become Receipt vouchers against your "SBI Bank A/c" ledger (you can rename it), with the counter ledger set by your rules or a suspense ledger.
KhataSheet is not affiliated with State Bank of India. The bank's name is used only to describe the statement format we read. Sample statements on this page are synthetic.