Turn Your Bank Statement Into a Professional Report
Upload your CSV or Excel bank statement. Every transaction is auto-categorised by business type. You review and confirm. Waqar Ahmed delivers a professionally signed Income & Expense Statement.
📋 Step-by-Step Guide — How to Use This Tool
1
Export Your Bank Statement
Log into your bank's online portal and download your statement as CSV or Excel. HBL: Online Banking → Accounts → Statements → Export. Emirates NBD: Account Activity → Export. Barclays: Statements → Download CSV.
2
Upload Your File
Click the upload area or drag and drop your CSV or Excel file. The system reads your file instantly. Your data stays in your browser until you submit.
3
Tell Us About Your Business
Select your business type. A school sees “Fee Income”, an NGO sees “Grant Funding”, a trader sees “Sales Revenue”. Enter your business name, period, and email.
4
Map Your Columns
Tell us which column contains Date, Description, Credit (money in), and Debit (money out). The system tries to detect these automatically — just confirm or correct them.
5
Review Every Transaction
Each transaction shows with a suggested category. Green = confirmed automatically. Orange = suggested, click to confirm. Red = you pick the category from the dropdown. Takes 5–10 minutes for most statements.
6
Click “Generate Report”
Once you are happy with the categorisation, click Generate Report. You will be asked to select your report option and confirm your details.
7
Select Your Report Option
Choose your preferred delivery option, enter your email (name is auto-filled), and confirm via WhatsApp if you prefer. Complete payment via PayPal.
8
Receive Your Signed Report
Waqar Ahmed personally reviews your categorisations and delivers your professional Income & Expense Statement to your email within the timeframe you selected.
📅 Step 1 — Upload Your Bank Statement
📄
Drop your file here or click to browse
Upload your bank statement exported from your bank's online portal