How to import Bank Statement in Tally from Excel

How to import Bank Statement in Tally from Excel


Do you need to import your bank statement into Tally from Excel? Our solution makes this process seamless by generating Tally XML files directly from your Excel data. With our online portal utility, you can effortlessly convert your Excel bank statement into Tally XML format, ensuring accurate and efficient management of your financial records.


Guide to import bank statement into Tally from Excel:

      1. Visit Our Website: Start by visiting our website at
      2. Download Bank Statement Template: Download the Bank Statement template provided on our website. This template is specifically designed to capture bank statement data for importation into Tally.
      3. Fill in the Data: Populate the Bank Statement template with your bank statement data in the Excel format. Ensure all required fields are filled accurately before proceeding.
      4. Upload to Our Portal: Once your data entry is complete, upload the Excel file to our online portal. Our utility will automatically convert your Excel data into Tally XML format.
      5. Generate XML File: Click the “Generate XML” button on our portal to initiate the conversion process. Our tool will swiftly generate the Tally XML file containing your bank statement data.
      6. Download XML File: After the XML file is generated, download it to your device. This file is now ready for importation into Tally.
      7. Import into Tally: Open Tally and navigate to the appropriate module for bank statement entry. Select the option to import XML files and choose the downloaded XML file containing your bank statement data.
      8. Completion: Congratulations! Your bank statement data is now successfully imported into Tally, ensuring accurate tracking and management of your financial transactions.


Our Excel to Tally XML converter migration tool offers a simple and efficient solution for importing your bank statement into Tally from Excel. Experience the convenience and accuracy of our tool today by following these straightforward steps. Simplify your financial record management and optimize your workflow effortlessly!

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