Reading
Bank and mobile-money statements
Every movement on a statement becomes its own row with a limited set of voucher types.
Updated 10 October 20261 min read
On this page
Statements can be digital PDFs, photos, or spreadsheet exports. Each debit or credit line becomes a separate row in Review.
Voucher types for statement rows
- Contra Deposit
- Contra Withdraw
- Payment
- Receipt
Contra Deposit and Contra Withdraw go to Tally as Contra vouchers. Payments and receipts without a named party use the balancing account set in Settings, usually Cash or Bank.
Was this article helpful?
Related articles
- ReadingHow AutoBooks reads documentsDigital bank PDFs are read as tables, photos and other PDFs are read by an AI service, and spreadsheets are parsed as tables.
- LedgersVoucher typesCreate custom sub-types under Payment, Receipt, and others. Tally's built-in type names cannot be renamed.
- SendingSend vouchers to TallySelect mapped rows in Review, choose Send to Tally, check the preview, and the connector posts them.
Still need help?
Write to us with your workspace name and what you saw. A person reads every message.
