Convert HDFC Bank Statement to Excel, CSV or Tally Prime XML

If the file asks for a password, it’s your customer ID. Not your date of birth.

Eight to ten digits. Numbers only. No name, no birthday.

This traps nearly everyone, because HDFC does it differently from the others. SBI asks for your date of birth. So do Axis, Kotak, PNB and Canara. Once you are used to typing DDMMYYYY, an HDFC file lands and it simply will not open.

You can find your customer ID in the HDFC app under My Profile, on your NetBanking dashboard next to your name, or printed near the account details on page 1 of an older statement.

Handy tip: the last three digits of your customer ID appear in the subject line of the email the statement arrives in. Useful when you hold several accounts.

Credit card statements use a different password

The first four letters of your name in capitals, then the last four digits of the card. Rajesh Sharma with a card ending 3456 types RAJE3456. If that is refused, try the four letters followed by your birth date as DDMM.

Rather not type it every time? Our free PDF password remover strips it permanently, inside your browser.

1. Log in at netbanking.hdfcbank.com with your customer ID and password.
2. Click Get Statement on the home screen.
3. Pick the account you want.
4. Choose your date range.
5. Choose PDF, then Download.

There is a second route that ends in the same place: click Accounts along the top, pick your account, click Account Statement, choose the dates and download.

Two things worth knowing. Downloading from NetBanking offers five formats — PDF, Excel, Text, Delimited and MS Money. Email the statement to yourself instead and you only get a PDF.

And the password note appears on the download page itself, but only once you select PDF as the format. Easy to miss.

1. Open the app and log in with your customer ID, PIN or face unlock.
2. Pick the account from your list.
3. Tap Statement.
4. Tap Request Statement.
5. Choose the period and pick PDF.
6. Confirm. The file downloads, or lands in your registered email.

Or use WhatsApp. Save 7070022222 as a contact, message it, and register for WhatsApp banking. Then simply ask for your account statement and say which months you want.

Fair enough, and most converter sites would seem to be saying that.

Direct answer: If you can access NetBanking and require three months of transactions in a grid, download the Excel. It's right here, and, of course, it's free. Never pay for the thing you will get free from the bank.

This is where that stops.

You are a CA. You receive a PDF from a client. This is the entire file. They cannot log in to their NetBanking, and they cannot get them to re-download it as an Excel; four days later they send back the same PDF, pressing the same button the first time.

But there's also this shape of data. The Excel provided by HDFC is not a ledger. The narration is one string containing the UPI ID, UTR, merchant, and city all in one cell, and there is no voucher classification at all. You are still scrubbing it before it approaches Tally!

Therefore, whenever it is appropriate, use HDFC's EXCEL. When you have a PDF, or you want output ready for tally, come here!

Other tools hand you a CSV and call it Tally-ready. Which means you open Tally, go to Banking, Bank Reconciliation, Import Bank Statement, and map every column by hand. Then do it again for the next client.

We build the XML. Import it and the vouchers arrive already formed: receipt, payment or contra worked out from the direction of the transaction, dates in Tally’s own format, and party names pulled from the narration.

Works with Tally Prime and ERP 9. Plain Excel and CSV remain in the output options.

See how the Tally export works.