StatementSnap

Xero bank statement CSV template

A free template file with the columns Xero's statement import uses. Already have a bank CSV? Drop it in the box and StatementSnap converts it.

Your file never leaves your computer. Everything runs in this page. No upload, no account, no server.

Drop your bank CSV here or choose a file

or try a sample

Download the template

Download xero-bank-statement-template.csv: *Date, *Amount, Payee, Description, Reference. The asterisks mark the required columns (Date and Amount).

Rows are made-up examples. Dates in the file are DD/MM/YYYY; if your Xero organisation uses US dates, write MM/DD/YYYY instead.

How to fill it in

Delete the example rows and keep the header row.
Put each transaction on one row: money out negative, money in positive, in the Amount column.
Keep every date in one order. Date order is the most common cause of Xero import errors, per the guide below.
Save as CSV, then in Xero open Accounting, Bank accounts, open the account and choose Import a Statement.

Xero's own help pages could not be reached when this page was written, so the column names and steps come from a third-party guide: ProperSoft Xero CSV import guide (third party). Check Xero Central if anything differs on your account. Not affiliated with Xero.

Free online, or the offline edition

Online (this page)

Free

First 25 rows per file
All 5 import formats
Fully private, runs in your browser

Offline edition

$29 one time

One file you keep, works with no internet
No row limit, no key, no account
Same private conversion, for as many statements as you like

Buy the offline edition

FAQ

Is my bank data uploaded?

No. The converter is JavaScript running in your browser tab. You can disconnect from the internet after the page loads and it still works.

Which banks work?

Any bank that exports CSV. Dates, delimiters (comma, semicolon, tab), European number formats, separate debit/credit columns, headerless files and extra summary rows are handled, and you can override the column mapping.