Kotak → Tally

Convert your Kotak Mahindra Bank statement PDF to Tally

Upload the PDF from Kotak Mahindra Bank and get Tally-ready XML back — every line mapped to a ledger, as balanced Payment and Receipt vouchers you import straight into Tally Prime. No retyping, no templates to set up.

Convert your Kotak statement free

The Kotak format

Built for the layout your Kotak Mahindra Bank PDF actually uses

Kotak Mahindra Bank e-statements print these columns, dates in dd-mm-yyyy:

Date · Narration/Description · Chq/Ref No · Withdrawal/Debit · Deposit/Credit · Balance

Kotak prints its statements with different column labels — some use Withdrawal/Deposit, others Debit/Credit. bank2tally reads both. A rare template it can't read is declined cleanly rather than converted wrongly, so your figures are never wrong.

How to convert

Folio 1 In Kotak net banking or the Kotak mobile app, open Accounts → Account Statement, pick the period, and download the PDF (Kotak statement PDFs usually open with your date of birth as DDMMYYYY).
Folio 2 Upload it on bank2tally and pick Kotak Mahindra Bank — every line is read and mapped to a Tally ledger. Unmatched lines go to Suspense so nothing is invented.
Folio 3 Download the XML and import it in Tally Prime: Gateway of Tally → Import → Vouchers. Payment and Receipt vouchers, already balanced.

Works on text-based Kotak PDFs (the kind net banking downloads). Scanned or photographed statements aren't supported yet. Password-protected PDFs work — you set the password when you convert.

Other banks

Convert another bank's statement

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

Questions

How do I import a bank statement from Kotak Mahindra Bank into Tally?

Download your Kotak Mahindra Bank statement as a PDF, upload it on bank2tally and choose Kotak Mahindra Bank, then download the Tally XML. In Tally Prime go to Gateway of Tally → Import → Vouchers and pick the file — the Payment and Receipt vouchers are created and balanced for you.

Does Tally read Kotak Mahindra Bank PDF statements directly?

No. Tally imports XML, not PDF. bank2tally converts the Kotak Mahindra Bank PDF into Tally XML so you never retype the statement.

Is my Kotak statement stored anywhere?

No. The statement is converted in memory and discarded the moment your download starts — no copies, no backups.