The general process

How to import a bank statement PDF into Tally

Tally Prime can't open a bank statement PDF directly — it only imports XML (or Excel, via a separate step). Here's the whole path from "PDF my bank emailed me" to balanced vouchers sitting in your books.

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Why you can't just open the PDF in Tally

Tally imports XML. A bank statement is a PDF. Something has to bridge them.

A PDF is laid out for reading, not for accounting software to parse — the transaction table, column headers, and running balance are just text positioned on a page. Tally Prime's import (Gateway of Tally → Import → Vouchers) expects a structured XML file with dated, balanced entries. That conversion step — reading the PDF's columns and turning each row into a Payment or Receipt voucher — is what bank2tally does.

The process

Folio 1 Download your statement as a PDF from your bank's net banking or mobile app — the same file you'd otherwise read line by line.
Folio 2 Upload it on bank2tally and pick your bank. Every row is read and mapped to a Tally ledger by its narration; anything unrecognised goes to Suspense instead of being guessed at.
Folio 3 Download the XML and import it: Gateway of Tally → Import → Vouchers. Balanced Payment and Receipt vouchers land in your books, ready to review.

Pick your bank

Each bank prints its statement differently — see the exact columns

The general steps above are the same everywhere, but the column layout, date format and header wording differ bank to bank. Open your bank's guide for the specifics bank2tally reads from your PDF.

HDFC Bank → State Bank of India → ICICI Bank → Axis Bank → Kotak Mahindra Bank →

Questions

Can TallyPrime import a bank statement PDF directly?

No. Tally Prime only imports XML (or Excel via a separate process) — never PDF. A conversion step is required first, which is what bank2tally does: it reads the PDF and outputs Tally-ready XML.

Which banks can I import a statement from?

HDFC, SBI, ICICI, Axis and Kotak Mahindra today, covering the layouts each actually prints. More banks are added based on what people upload — an unsupported statement is logged so we know what to build next.

What happens to transactions bank2tally can't map to a ledger?

They still get a voucher, posted to a Suspense ledger, instead of being silently dropped or guessed at — so nothing goes missing and you can reassign it yourself in Tally.