Here's how to extract transaction data from bank statements using DigiParser.

1. Create a parser with Document Processing Type: Bank statement (see Creating Parsers)
2. Add a table called "Transactions" (or similar) in Fields & Tables
3. Add table columns for each piece of transaction data:
   • Date (Date)
   • Description (Plain text)
   • Amount (Number) – or separate Debit and Credit columns
   • Balance (Number)
4. Upload bank statements (PDFs) to the Document Inbox
5. Review and edit extracted transactions, then export

• Transaction Date (Date)
• Description (Plain text) – Transaction description or memo
• Amount (Number) – Transaction amount (positive for credits, negative for debits)
• Balance (Number) – Account balance after transaction

Alternative: If your statements have separate debit/credit columns:

• Debit (Number)
• Credit (Number)
• Balance (Number)

• Use the Bank statement document type for better table extraction
• Match column names to what appears in your statements (e.g. "Description" not "Memo")
• Keep column order similar to the statement layout when possible
• Review extracted transactions carefully—bank statements can have complex layouts
• Use clear, high-quality PDFs for best results

• Creating Parsers – Set up your bank statement parser
• Setting Up Tables – Configure the transactions table
• Table Extraction Tips – Improve table extraction accuracy
• Exporting Data – Export transaction data