SBI guide
State Bank of India is, by a wide margin, the largest bank most of our users will ever convert a statement from — which also means its statement format needs to be read exactly right.
Some scale, for context
State Bank of India carries over ₹50 lakh crore in assets across roughly 22,900 branches and 63,000+ ATMs, serving somewhere around 530 million customers — more than the population of most countries. Over 10 crore of them use the YONO app. If you're an accountant who handles SBI statements regularly, you're dealing with the most common statement format in Indian bookkeeping by a wide margin, not a niche one.
Part of that scale is historical: in April 2017, SBI absorbed its five associate banks — State Bank of Bikaner & Jaipur, State Bank of Hyderabad, State Bank of Mysore, State Bank of Patiala, and State Bank of Travancore — in the largest bank merger in Indian history at the time. If you're working with an account that predates 2017 and originally belonged to one of those associate banks, it now operates entirely on SBI's own systems and statement format; there's no separate "legacy" layout to account for.
Step 1
In OnlineSBI, go to Account Statement, select the account and date range, and download as PDF. In the YONO app, the same option sits under your account's statement section. The password format genuinely varies by channel — some OnlineSBI exports use your account number, while YONO and emailed statements more often use your date of birth in DDMMYYYY format, sometimes combined with your registered mobile number. If the first password you try doesn't work, that's usually why — check which channel generated the file and try its specific format before assuming something's wrong with the PDF itself.
Step 2
SBI statements use seven columns: Txn Date, Value Date, Description, Ref No./Cheque No., Debit, Credit, and Balance — dates print as "1 Apr 2026" rather than a numeric format. SBI's statement carries both a transaction date and a value date, which can differ by a day or two for weekend or holiday-adjacent entries; bank2tally posts vouchers on the transaction date, matching when the entry actually happened in your account.
Step 3
Upload the PDF on bank2tally, select State Bank of India, and enter the password if the file is locked. Every row is read against SBI's real column positions and mapped to a ledger by its narration; anything unrecognised is posted to Suspense rather than guessed at. Download the XML and import it in Tally Prime via Gateway of Tally → Import → Vouchers for balanced Payment and Receipt vouchers, ready to review.
Other banks
Questions
No — the five SBI associate banks merged fully into State Bank of India in April 2017 and now operate entirely on SBI's own systems, including the statement format bank2tally reads.
It varies by download channel — OnlineSBI exports often use your account number, while YONO app and emailed statements more commonly use your date of birth in DDMMYYYY format. Check which channel generated your file if the first attempt doesn't work.
Transaction Date — vouchers post on the date the transaction actually happened in your account, not the value date, which can differ by a day or two around weekends and holidays.
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