10 Articles & Growing

Getting bank statements into Tally

Practical guides for CAs, accountants and finance teams across India — statement formats, ledger mapping, reconciliation, and the mistakes that quietly cost you an afternoon.

Fresh from Our Team

SmartXtract article graphic: the Tally entry behind every bank statement row
Tally Tips & Tutorials

Bank Statement Accounting Entries in Tally: Dr and Cr

Every bank statement line becomes a Receipt, Payment or Contra in Tally. The full debit and credit for…

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samdoo-writer

September 16, 2026

11 min
SmartXtract article graphic: how to enter a bank statement in Tally
Accounting AutomationTally Tips & Tutorials

How to Enter a Bank Statement in Tally, Step by Step

Enter a month of bank rows in Tally properly: which voucher type each line needs, Contra versus Payment,…

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samdoo-writer

August 28, 2026

10 min
SmartXtract article graphic: can you import a bank statement into Tally
Accounting AutomationTally Tips & Tutorials

Can You Import a Bank Statement in Tally? Yes, With Limits

Yes. TallyPrime imports Excel, CSV and MT940 from the banks it lists. It will not take a PDF,…

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samdoo-writer

August 28, 2026

12 min
SmartXtract article graphic: handling more clients with Tally automation
Accounting AutomationCA Practice Growth

Tally Automation for CA Firms: How to Take On More Clients

Where the hours actually go in a CA practice, and which parts of bank entry work can be…

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samdoo

August 6, 2026

7 min
SmartXtract article graphic: tools to import bank statements into Tally in India
Accounting AutomationPDF to Tally

Best Tools to Import Bank Statements into Tally in India

The options for getting bank statements into Tally in India, what each type of tool does well, and…

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samdoo

July 9, 2026

9 min
SmartXtract article graphic: how a bank statement becomes Tally entries
Guide

How a Bank Statement Becomes Tally Entries

What happens between the PDF your bank sends and the entries in Tally — how the statement is…

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samdoo

June 13, 2026

5 min
SmartXtract article graphic: importing bank statements into Tally automatically
Accounting Automation

How to Import Bank Statements into Tally Automatically

Import bank statements into Tally without typing them. What the automatic route actually does, where it saves time,…

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samdoo

June 1, 2026

5 min
SmartXtract article graphic: converting a bank PDF into Tally XML format
Accounting AutomationBanking & Reconciliation

Bank Statement PDF to Tally XML: The Step-by-Step Guide

Tally imports XML, not PDF. What a Tally XML file contains, how to build one from a bank…

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samdoo

May 21, 2026

9 min
SmartXtract article graphic comparing PDF, Excel and CSV bank statement formats for Tally
Tally Tips & Tutorials

Best Bank Statement Format for Tally: PDF, Excel or CSV

PDF, Excel or CSV — which bank statement format gives the least trouble in Tally, and what each…

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samdoo

April 30, 2026

4 min