Convert Bank Statements to Sage 50 UK CSV
Extract transactions from a bank statement PDF, scan, or screenshot into Sage 50 UK CSV format: Date, Description, Money in, and Money out. Review the file before importing it through Sage Bank Feeds.
The first version targets the four-column Sage 50 UK bank statement workflow. CleanStmt does not connect to Sage or upload data to your Sage account.
| Date | Description | Amount | Balance |
|---|---|---|---|
| 01/15/24 | Amazon.com | -$89.99 | $12,450 |
| 01/16/24 | Wire Transfer | +$5,000 | $17,450 |
Sage 50 UK bank-feed imports expect a simple but strict transaction structure. A statement PDF does not provide that structure as real columns, and manual copy-paste can place receipts and payments in the wrong fields. CleanStmt converts a bank statement PDF, scan, or screenshot into a four-column CSV: Date, Description, Money in, and Money out. Receipts are written to Money in, payments are written to Money out, and the unused amount field stays blank for each row. That gives you a practical starting file for Sage 50 UK's Bank Feeds import workflow. You can inspect the extracted transactions, compare totals with the original statement, select the correct date order in Sage, and confirm the import on your own system. This page targets Sage 50 UK; Sage Business Cloud and Sage Intacct may use different import requirements.
What you need
- A bank statement in PDF, PNG, JPG, or screenshot form
- Sage 50 Accounts UK with access to Bank Feeds import
- The statement period and date order needed to verify the file
How it works — three steps, under a minute
- 1Upload a bank statement PDF, scan, or screenshot.
- 2Review dates, descriptions, receipts, and payments in the extracted result.
- 3Download the Sage 50 UK CSV, check the date order in Sage, and import it through Bank Feeds.
Why use CleanStmt for Bank Statement to Sage 50 UK
Built so the export is ready the moment you download it.
Four-column Sage structure
The CSV uses Date, Description, Money in, and Money out columns for the Sage 50 UK bank statement workflow.
Receipts and payments separated
Incoming amounts go to Money in and outgoing amounts go to Money out, with the unused field left blank.
UK date output
Dates are formatted as DD/MM/YYYY when the source date can be parsed, matching the common UK import convention.
OCR for scans
Extract transactions from scanned or photographed statements instead of typing each row into a spreadsheet.
Reviewable before import
Inspect and edit the extracted table before downloading the Sage file, then compare totals with the source statement.
Sage credentials stay private
There is no Sage login, API connection, or account authorisation handled by CleanStmt.
Who uses this bank statement workflow
Sage 50 bookkeepers
Prepare client bank statement PDFs for a consistent Bank Feeds import workflow.
UK accountants
Convert historical statements when the original bank export is unavailable or incomplete.
Small businesses
Separate receipts and payments into a Sage-friendly CSV without manual data entry.
Migration teams
Review statement history before importing it into a Sage 50 UK company file.
CleanStmt vs generic converters
Generic tools export a file. CleanStmt prepares a reviewed file for the accounting workflow you actually use.
| Feature | Other Services | CleanStmt |
|---|---|---|
| Output columns | Generic CSV with mixed debit and credit values | Date, Description, Money in, Money out |
| Amount direction | Receipts and payments need manual separation | Incoming and outgoing values use separate fields |
| Source formats | Native CSV only | Digital PDFs, scans, and screenshots |
| Sage access | Third-party account connection required | No Sage credentials handled by CleanStmt |
Frequently asked questions
Can I convert a PDF bank statement to Sage 50 UK CSV?
Yes. CleanStmt extracts the statement into Date, Description, Money in, and Money out columns. Review the result and import the downloaded CSV through Sage 50 UK's Bank Feeds workflow.
Which Sage product does this CSV target?
The first version targets the four-column bank statement workflow used by Sage 50 Accounts UK. Sage Business Cloud and Sage Intacct may require different formats and should not be assumed compatible.
Where do receipts and payments go?
Receipts and incoming money go in Money in. Payments and outgoing money go in Money out. The other amount column is left blank on each transaction row.
Does Sage 50 UK accept the CSV automatically?
The file is structured for the Sage 50 UK bank-feed import workflow, but you should confirm the date order, review the transactions, and compare balances before confirming the import.
Can I convert a scanned statement for Sage?
Yes. CleanStmt accepts scanned PDFs and statement images through AI OCR. Check OCR results carefully when the scan is blurry, skewed, or low resolution.
Does CleanStmt connect to my Sage account?
No. CleanStmt does not ask for Sage credentials or connect to your Sage company. It prepares a CSV that you download and import yourself.
Convert your bank statement to any format
Pick the export format your bookkeeping tool expects. Every conversion preserves clean columns with no merged cells.