Guides

Every bank2tally guide, in one place

How-tos for getting a statement into Tally, one page per supported bank, and the Tally concepts that come up along the way. Everything here is written from how the parsers actually behave, not a generic template — if a page mentions a quirk, it's because bank2tally's code specifically handles that quirk.

Getting started

The general path, regardless of bank

These four cover the parts of the process that don't change bank to bank: the overall PDF-to-XML path, what to do if Connected Banking isn't an option, handling a password-locked file, and getting Excel instead of (or alongside) Tally XML.

How to import a bank statement PDF into Tally → Without Connected Banking → Password-protected PDFs → PDF to Excel →

Pick your bank

The exact columns and quirks for your statement

Each bank prints its statement differently — column order, date format, and how multi-line narrations wrap all vary. These pages are the quick-reference landing page and demo for each bank bank2tally supports.

HDFC Bank statement to Tally → State Bank of India statement to Tally → ICICI Bank statement to Tally → Axis Bank statement to Tally → Kotak Mahindra Bank statement to Tally → Bank of Baroda statement to Tally → Union Bank of India statement to Tally → Canara Bank statement to Tally →

In-depth guides

Full walkthroughs, one per bank

Downloading the statement, reading its columns, common narration codes, and importing the result — in one article per bank.

Full HDFC Bank statement guide → Full State Bank of India statement guide → Full ICICI Bank statement guide → Full Axis Bank statement guide → Full Kotak Mahindra Bank statement guide → Full Bank of Baroda statement guide → Full Union Bank of India statement guide → Full Canara Bank statement guide →

Concepts & troubleshooting

The Tally-side questions that come up after import

Getting a balanced voucher into Tally is the easy part — these cover what happens next: unmapped lines, import errors, and how a converter differs from a TDL add-on or a native Excel import.

What is a Suspense ledger? → Common Tally XML import errors → TDL vs a bank statement converter → Excel to Tally vs PDF to Tally → Bank reconciliation in Tally → Payment vs Receipt voucher → Creating a bank ledger in Tally →

Comparisons

How bank2tally stacks up against the alternative

bank2tally vs Quick2Tally →

Not supported yet

Don't see your bank? Ask for it

Punjab National Bank (PNB) → IndusInd Bank → Yes Bank →

Questions

Where can I find every bank2tally guide?

This page — it links to the getting-started guides, every supported bank's page, and the Tally concepts (Suspense ledgers, XML import errors, TDL) that come up along the way.

Which banks does bank2tally support today?

HDFC Bank, State Bank of India, ICICI Bank, Axis Bank, Kotak Mahindra Bank, Bank of Baroda, Union Bank of India and Canara Bank, with more added based on real demand — each unsupported upload is logged to decide what's next.

Try it on your own statement

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