When the rows look wrong
Every plan7 steps. A statement whose rows are right, checked again after every step.
Each file has a line under What we read from your files. When its badge says the rows may be wrong, the buttons that fix it appear on that line, under the file's name.
Click Find the missing row on the file's line. The line that closes the gap is listed first, and Add puts it in, prefilled; if it isn't listed, Add a row is above the table.
Click Enter balances on the file's line, type the opening and closing balance you can see, then Check rows. The badge says Matches balances you entered.
Click Mark the columns on the file's line. The PDF opens beside the table, with a bar of columns above the page and Date already chosen. Full screen gives you more room.
On the page, drag from the first date down the Date column. The bar moves on to Description, then the money columns: drag each the same way. A tick shows each one done.
Click Read rows from these columns in the bar. The file says what it found; if you'd rather have the first reading, Use the automatic reading puts it back.
Click Fix this bank for me on the file's line, tick the consent and Send this statement. We fix how the layout is read and email you; the re-run is free.
Try it with your own statements
New accounts get 50 free PDF credits, no card required. CSV and Excel files are always free.