Getting statement data into Tally

People searching for a bank statement to Tally XML converter usually have a folder of PDF statements and a TallyPrime company waiting for the entries. LedgerBox does not write Tally's XML import format. It does the harder half: reading the statement itself into verified rows you can hand to Tally's own import.

Convert a document All export formats

What you can do today

No Tally file

Export a CSV or an Excel workbook from LedgerBox and map the columns yourself in Tally's own import screen. The LedgerBox column layouts are published, so the mapping is a known quantity rather than a guess. A purpose-built Tally file is planned and is not here yet.

The layouts you would be mapping

CSV columns Excel columns

LedgerBox ships no Tally file and no Tally connection today. This page describes what there is instead.

Getting data into Tally today

Convert the statement in LedgerBox

Upload the PDF or scan, let the balances reconcile, and review anything that came back flagged. The verified rows are the same whichever accounting system they end up in.
Download the Excel workbook or CSV

Five columns: date, description, debit, credit, balance. The debit and credit columns are separate and positive, which is the shape a bank ledger import expects.
Import it through Tally's banking tools

TallyPrime imports bank statements from spreadsheet files through its own banking module, with the column mapping configured on Tally's side. Its reconciliation then works against the same balances LedgerBox already checked.

Worth knowing before you import

What we do not ship is as worth stating as what we do, because finding out later is the expensive way to learn it.

There is no connection to set up

LedgerBox does not sign in to Tally, does not post to it, and does not sync with it. Nothing runs in the background. You download a file and import it, which also means nothing reaches your books that you did not put there.

The mapping happens on their side

Which columns Tally accepts is Tally's to define, and it changes between products and editions. We publish our own layouts precisely and do not publish a mapping into theirs that we have not tested, because a confident wrong table would cost you an afternoon.

Why it is not here yet

A file format ships once we can verify it end to end: generate it, import it into Tally, and see the transactions land correctly. Until that is done, the honest option is the one above, and this page says so rather than listing a format we have not proved.

Tally FAQ

Can LedgerBox convert a bank statement to Tally XML?

No. LedgerBox does not write Tally's XML import format. It converts the statement PDF into verified rows and exports them as Excel, CSV, or JSON, and Tally's own import handles the last step.

How do I get a PDF bank statement into TallyPrime today?

Convert the PDF in LedgerBox, download the Excel workbook or CSV, and use TallyPrime's bank statement import to bring the rows in, mapping the columns in Tally. The LedgerBox layouts are published, so the mapping is a one-time setup.

Will LedgerBox add a Tally export?

There is no Tally file today and this page will not pretend otherwise. If one ships, it ships the way every export here does: generated, imported, and confirmed against a real Tally company before the page describes it as available.

Clean rows first, then import them anywhere.

Upload a document and download the export in under a minute. No card required.

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Four formats produce a file today and nine do not. See all thirteen, grouped