Kotak Mahindra Bank
Kotak Mahindra Bank statement PDF to Tally
Kotak Mahindra Bank statements for current and savings accounts carry UPI, NEFT, RTGS and IMPS narrations much like the other major banks. SunTim PDF Import reads the Kotak Mahindra Bank statement PDF as it is downloaded, matches each transaction to a ledger, and posts the vouchers straight into your own TallyPrime company - no Excel step and no retyping.
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Import your Kotak Mahindra Bank statement into Tally
No credit card · Full product for 7 days · Works with TallyPrime and Tally.ERP 9
How a Kotak Mahindra Bank statement goes into TallyPrime
- 1Point it at your Tally companyTell the software once which Tally company to post into and what your ledger names are.
- 2Pick your bank and the statement PDFChoose the bank, then select the statement PDF - or a whole folder of them. Nothing has to be converted to Excel or CSV first.
- 3Every transaction is read and matchedDate, description, reference number, money in, money out and balance are read from each line, and each transaction is matched to a ledger.
- 4Review and post the vouchers into TallyPrimeCheck anything that needs your attention, then push the vouchers into your own Tally company. Unclear entries wait in a suspense ledger instead of being guessed at.
What gets done for you
- Every line of the Kotak Mahindra Bank statement becomes a voucher - nothing is skipped.
- Transactions are matched to ledgers; payments, receipts and transfers are told apart automatically.
- Transfers between your own accounts are posted as contra entries.
- UTR and cheque numbers are carried onto each voucher, so re-importing never creates duplicates.
- Anything unclear goes to a suspense ledger for you to review.
- Runs on your own Windows PC - your Kotak Mahindra Bank statement is never uploaded. More in the FAQ.
Watch the demo
Frequently asked questions
Can I import a Kotak Mahindra Bank statement PDF into TallyPrime?
Yes. Select your Kotak Mahindra Bank statement PDF and every transaction is read - date, description, reference number, money in, money out and balance - and posted into your own TallyPrime company as vouchers.
Do I need a separate licence for each Kotak Mahindra Bank account?
No. One licence covers your Tally Serial Number and every bank account you configure - several accounts, several branches, or several banks.
Does it work with TallyPrime and Tally.ERP 9?
Yes. Vouchers are posted straight into your own Tally company, in TallyPrime or Tally.ERP 9.
Do I need to convert the PDF to Excel first?
No. The statement PDF is read directly. There is no Excel template to download, fill in or fix before importing.
What if the same statement is imported twice?
Each voucher carries the reference number from the statement narration - the UTR on a NEFT, RTGS or IMPS entry, or the cheque number - so importing the same statement again updates the existing entry instead of creating a duplicate.
Is my bank statement uploaded anywhere?
No. The statement is read on your own Windows computer and posted into your local Tally installation. Nothing is uploaded to the internet.
Can I try it before buying?
Yes. There is a 7-day free trial with a fully working product key and no credit card required, or you can book a free 15-minute demo on your own bank statement.
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