How to convert a pdf

There are 2 high-level steps to follow:

• 1. upload a pdf
  • simply drag a pdf onto the window, or click the button in order to use the file picker
  • see how to upload a pdf for more
  • NB: uploading a pdf costs 1 credit
• 2. download a csv
  • there are a variety of formats which you can convert the pdf into
  • see how to download for more
  • there is no charge for downloads

Here's a screenshot of the converter in action showing the various controls:

• 

How to upload a pdf

Simply drag and drop a pdf (or multiple pdfs) from windows explorer onto the converter. Alternatively click the Choose Files button in order to brinf up the file picker dialog.

How to download

download a single csv / xero

1. drag pdfs onto the app
2. pick a download format
3. click the blue download icon to download a single file

combine multiple pdfs into one download

1. drag pdfs onto the app
2. pick a download format
3. select one or more pdfs
4. click either the separate button in order to download a zip file with each pdf exported as a separate file
5. or click the combined button in order to combine all of the transactions from the selected pdfs into a single download file

Different download formats

How do we produce a consistent csv download format given that there different types of data available in each statement?

The key differences are:

• 1. desciption
  • how do we treat multi-line descriptions on export?
  • the options are either: (1) separate columns (debit 1, credit 1) or (2) combined (debit 2, credit 2)
• 2. date vs transactionDate or processDate
  • normal credit card statements have 2 date fields, whereas the other formats just have a date
• 3. balance
  • this is not available for the simple formats

The defaults formats available in the dropdown are:

format	columns
debit 1	date,description1,description2,description3,description4,amount,balance
debit 2	date,description,amount,balance
credit 1	transactionDate,processDate,category,description1,description2,description3,description4,amount
credit 2	date,description,amount,balance
all columns	date,transactionDate,processDate,category,description,description1,description2,description3,description4,amount,balance