Multiple statements
Combine 12 Monthly Bank Statements into One Spreadsheet
Reviewed 12 September 2026
Short answer
Short answer
Keep each bank account separate, convert every monthly statement into the same columns, remove repeated headers, append the rows, add a Source File column, sort by date and check that consecutive statement periods meet. Power Query's folder connector can automate this when the files share a consistent schema. AussieBankStatements can merge up to ten converted statements at once.
Twelve files are not difficult because of their size. They are difficult because a small mistake can quietly repeat twelve times.
Build one reliable transaction table
Use one header row for the final table: Date, Description, Debit, Credit, Balance, Category and Source File. The source column matters because it gives every row a route back to the original statement.
Do not merge different bank accounts into one working table just because they belong to the same business. Separate account histories are easier to reconcile, explain and hand to an accountant.
Step by step
- 01
Inventory the months
List the required date range and make sure every monthly or quarterly statement exists.
- 02
Keep accounts separate
Create a different output for every bank account and credit card.
- 03
Standardise the columns
Use the same headings and amount direction in every converted file.
- 04
Append and label
Combine the rows, preserve a Source File value and remove duplicated header lines.
- 05
Sort and reconcile
Sort by date, inspect statement boundaries and confirm the final movement against the PDFs.
Checks before you rely on the spreadsheet
- All twelve periods are present.
- No dates overlap unless the statements genuinely overlap.
- Every row retains its source filename.
- Different accounts remain separate.
Excel documentation used in this guide
Microsoft documentation checked 12 September 2026.
Questions people ask
Can Power Query combine files from a folder?
Yes. Microsoft documents a From Folder connector that can append files with a similar schema into one table.
Should I combine business and personal accounts?
No. Keep accounts separate and identify any business transactions in personal accounts for your accountant.
How many statements can AussieBankStatements merge?
The batch workflow accepts up to ten statements at once and can return one merged CSV in date order.