Yes Bank guide
Yes Bank's current-account and MSME banking is popular enough with Indian small businesses that we built this guide specifically for it — not a reskinned version of someone else's bank page.
Why this matters for bookkeeping
If you're an accountant who's held a Yes Bank relationship since before 2020, it's worth knowing what actually changed. On 5 March 2020, the RBI placed Yes Bank under a 30-day moratorium, replaced its board, and capped withdrawals at ₹50,000 per depositor while a rescue was arranged. A consortium led by SBI took a 48.2% equity stake (with a commitment to hold at least 26% for three years), and the moratorium was lifted ahead of schedule, on 18 March 2020. This was a RBI-directed reconstruction and recapitalisation, not a merger — Yes Bank has operated as an independent bank with new ownership and management ever since. None of this changed the statement PDF format itself; it's relevant only as context if a client asks why their bank "got rescued."
Step 1
In YES ONLINE net banking, open Accounts, select the account, then Account Statement / e-Statement, choose your date range, and download it as a PDF (Excel is also offered — pick PDF, since that's what bank2tally reads). Some account types allow pulling up to 12 months in a single export, which is useful if you're reconciling a full financial year in one pass instead of stitching several shorter statements together.
The PDF opens with a password built from two pieces of your own account details — commonly reported as your 9-digit Customer ID (CIF) followed immediately by your date of birth in DDMMYYYY format, with no separator between them. If that combination doesn't open the file, check the exact order and format your branch or the statement email specifies — banks occasionally vary this by account type, and the CIF itself is easy to mistype since it's rarely memorised the way an account number is.
Step 2
Yes Bank statements use seven columns: Transaction Date, Value Date, Cheque No/Reference No, Description, Withdrawals, Deposits, and Running Balance. Dates print as "01 Mar 2026" rather than the all-numeric dd/mm/yyyy format most other banks use — bank2tally's Yes Bank parser reads that format specifically, so dates land correctly in Tally without a manual fix.
The Transaction Date and Value Date are both present and can differ by a day or two around weekends and bank holidays — bank2tally posts vouchers on the Transaction Date, matching when the entry actually happened in your account rather than when it settled.
Step 3
Upload the PDF on bank2tally, select Yes Bank, and enter the password if the file is locked. Every row is read against Yes Bank's real column positions and mapped to a ledger by its narration; anything the rules don't recognise is posted to Suspense instead of guessed at, so your books never carry a silently wrong entry. Download the resulting XML and, in Tally Prime, go to Gateway of Tally → Import → Vouchers to bring in the balanced Payment and Receipt vouchers.
Support for Yes Bank is new on bank2tally — the column layout is built from verified statement data, but please check your first conversion's figures against the original PDF before relying on it, and let us know if anything looks off.
Other banks
Questions
No. The RBI-led reconstruction in March 2020 changed Yes Bank's ownership and management, not its e-statement PDF layout or download process.
Commonly your 9-digit Customer ID (CIF) followed by your date of birth in DDMMYYYY format, with no separator. If that doesn't work, check the exact format in the email your statement arrived in.
Yes — Yes Bank prints dates like "01 Mar 2026" rather than numeric dd/mm/yyyy, and bank2tally's Yes Bank parser is built to read that format specifically.
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