Guides

Import a Singapore bank statement into Xero from a PDF

How to turn a UOB, DBS, OCBC or Maybank PDF statement into a Xero-ready CSV and import it, with the column format Xero expects.

Xero's bank feeds cover some Singapore banks but not all accounts, and feeds break. When you need to import a month manually, Xero accepts a CSV with a specific shape.

The CSV Xero wants

A header row, then one line per transaction with: - Date in dd/mm/yyyy - Amount as a single signed number: negative for money out, positive for money in - Payee, Description, Reference (optional but useful)

From PDF to that CSV

1. Download the eStatement PDF from your bank (guides for UOB, DBS/POSB, OCBC, Maybank).
2. On StatementSheet, choose Xero import CSV as the format and drop the PDF.
3. The file you download already has the signed Amount column and dd/mm/yyyy dates.

Importing in Xero

1. Accounting → Bank accounts → the account → Manage account → Import a statement.
2. Upload the CSV. Xero shows a preview; confirm the columns match (Date, Amount, Payee, Description).
3. Import. Reconcile as usual.

Before you import

Open the Excel version once and check the Statement sheet: opening and closing balances, and that every row shows reconciled in the Check column. If a row is flagged, compare it to the PDF before importing.