Why do transactions from a PDF statement look wrong in Kontuly?
Kontuly reads PDF bank statements on a best-effort basis, because every bank lays them out differently. That's why it always shows a review window first: check every row, especially the amount and the in/out direction, and if your bank's PDF doesn't read well, download a CSV statement instead.
Checks in order
- Direction. Each row has a Dir of In or Out. A deposit read as a withdrawal is the most costly mistake. Fix it in the review window.
- Amounts and dates. Change any misread Amount or Date before importing.
- Rows that aren't transactions. Untick opening balances, totals and interest summaries.
I've already imported it
Unassign any wrong lines that were coded, then delete them from Banking (bin icon) and either import again or add the right lines with Add transaction.
The statement balance doesn't appear
Kontuly keeps the running balance when it can read one on each line. If the Banking statement balance or the reconciliation's suggested closing balance doesn't appear, it couldn't read balances from that statement. Type the closing balance yourself when you reconcile.
Error messages
- "No transactions detected in this PDF": probably a scanned image. Use a CSV, or type the lines in with Quick Input.
- "That PDF is too large to import (25 MB limit)".
- "Reading the PDF took too long": try a shorter statement period.
Related questions
- Can Kontuly import a PDF bank statement?Kontuly can read transactions out of a PDF bank statement, then shows every row for you to check before importing. CSV is still more reliable.
- How do I import a bank statement CSV into Kontuly?Download a CSV statement from your internet banking, choose the account in Kontuly's Banking screen, click CSV and check the columns before importing.
- Why are columns or dates wrong on a Kontuly CSV import?Fix a Kontuly bank CSV import with wrong columns, swapped days and months or skipped rows by checking column roles, the header row and the date format.
More about troubleshooting
- Why can't I edit an approved invoice or bill in Kontuly?Kontuly says "Only draft invoices can be edited" or "Only draft bills can be edited"? Fix an approved document by voiding it or raising a credit note.
- Why does Kontuly say "Period is locked"?The transaction is dated on or before the lock date in Kontuly's Settings. Date the correction after it, or clear the lock date, fix it and set it again.
- Why can't I change the currency of a business in Kontuly?Kontuly fixes a business's currency once any transaction is posted, because every amount is stored in it. If it's wrong, set up a new business.
- Why can't I void a bill or credit note in Kontuly?No Void button on a Kontuly bill or credit note? Remove its payments, allocations and refunds first, and check the lock date. What each message means.
- Kontuly says an account has transactions and its type can't changeKontuly locks an account's type once it's been used, so past reports don't change. Create a new account of the right type and move the balance with a journal.