Product5 min read
Save a bank layout once and reuse
Apr 3, 2025
Once a bank's column layout has been worked out it is remembered. The next statement from the same bank matches it straight away, so month end becomes one click.
The first statement from a bank takes a moment to work out, because the converter is finding the columns by where they sit on the page. Once that layout is settled, there is no reason to work it out again.
So it is remembered. The next statement from the same bank matches the saved layout straight away, and a monthly reconciliation collapses into drag, drop, download.
Layouts stay on your device with everything else. On the paid plans they can be shared across a team, so a practice handling many clients only ever solves each bank once.
