Convert Kotak Mahindra Statements to CSV & Excel
Kotak netbanking and 811 app PDFs use DD/MM/YYYY dates, INR withdrawal/deposit columns, and long UPI narrations. StatementKit writes a spreadsheet you can open in Tally Prime.
Convert Kotak Statement FreeKotak Mahindra at a Glance
Full Name: Kotak Mahindra Bank Limited
Country: India
Currency: INR
Date Format: DD/MM/YYYY or DD-MM-YYYY
Layout: Date | Particulars | Withdrawals | Deposits | Balance
Apps: Kotak Mobile Banking, Kotak 811
Kotak Statement Format
Kotak often wraps a UPI line across two rows (VPA, then the merchant). StatementKit merges those into one transaction and stores amounts as numbers — not ₹1,23,456.78 text that Excel cannot add.
- UPI, NEFT, RTGS, IMPS, NACH references stay in the description.
- Kotak 811 savings statements use the same core table as full-KYC accounts.
- Password-protected netbanking PDFs must be unlocked before upload.
How to Convert a Kotak Statement
- In Kotak netbanking or the 811 app, download the account statement PDF and unlock it if needed.
- Upload it to StatementKit.
- Download Excel or CSV for Tally Prime.
Frequently Asked Questions
Does this work with Kotak 811?
Yes. 811 statement PDFs convert the same way as a regular Kotak savings or current account.
Can I import into Tally Prime?
Yes. CSV is the usual path. Map Date, Particulars, and Amount after you review UPI narrations in Excel.
What about Kotak credit cards?
Yes — see credit card statement to Excel.