Guides & Playbooks

Everything about bank statements & accounting workflows

Expert tips, best practices, and step-by-step instructions for faster, cleaner bookkeeping.

10 articles

Updated regularly

Actionable & concise

New: export profiles for DATEV, Lexware, and BuchhaltungsButler.Ready inside KontoCSV – pick the right layout without manual mapping.Learn more

New

Guides

Convert bank statements to CSV – complete guide 2025

Manual vs. Excel vs. OCR vs. AI. Learn which method is fastest, how to avoid errors, and how KontoCSV keeps your data clean.

Digitize bank statements: paper vs. PDF vs. CSV (GoBD-ready)

How to keep statements audit-proof: retention rules, GoBD basics, and a workflow combining PDFs with clean CSV exports.

Digitize paper bank statements to CSV automatically

Scan or photograph paper statements and export a clean CSV/Excel file in seconds – ready for DATEV, Lexoffice, or spreadsheets.

OCR Bank Statement: AI-Powered Text Recognition 2025

How AI-powered OCR converts old, scanned bank statements to CSV. Accuracy comparison (99.9%), best practices, and smartphone scan guide.

Best PDF-to-CSV converters for bank statements (2025)

Speed, accuracy, privacy, and export profiles compared across Adobe, online tools, OCR suites, and KontoCSV.

Excel bookkeeping for freelancers – practical guide

A lightweight Excel setup for freelancers: structure, formulas, templates, and clean bank statement imports.

PDF Bank Statement to Excel: Complete Guide 2025

Convert PDF bank statements to Excel: 3 methods compared (automatic with KontoCSV, manual, Power Query). Includes common problems and solutions.

Credit Card Statement to CSV: Complete Guide 2025

Convert credit card statements (Visa, Mastercard, Amex) to CSV automatically. For expense tracking, accounting, and rewards management.

PayPal Transactions to CSV: Complete Export Guide 2025

Export PayPal transactions to CSV: PayPal's built-in export vs KontoCSV for PDF statements. Includes how to bypass the 3-month limitation.

Bank statement formats: CSV, Excel, DATEV, MT940 explained

Pick the right format for imports and archiving. Learn how KontoCSV exports ready-made profiles for DATEV, Lexware, and BuchhaltungsButler.

8 min read

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More guides are on the way

DATEV import tips, GoBD compliance, and automation playbooks are coming in English.

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