Last updated: 16 August 2026
The Tally Problem
In Tally Prime, credit card statements are usually entered manually — time-consuming and error-prone. Sahi tarika: PDF → Excel/CSV → Tally import. Our free converter does the first step in seconds.Step 1: Convert Statement
- Open the tool → Amex India upload the statement PDF
- Download the Excel file (Date, Description, Debit, Credit)
- Excel me File → Save As → CSV (UTF-8) chuno
Step 2: Prepare CSV for Tally
Tally CSV import for columns:Date, Voucher Type, Party Name, Debit, Credit, Narration. Excel me mapping: - Date → Date
- Description → Party Name + Narration
- Debit → Debit
- Credit → Credit
Step 3: Import in Tally Prime
- Tally me Gateway → Import Data → Vouchers
- CSV file select do
- Field mapping check do (Date, Voucher Type=Payment/Receipt, etc.)
- Import do
- Ledger verify do: Amex Credit Card liability account
Step 4: Reconcile
Tally me Bank Reconciliation (credit card account) → statement ending balance daalo → transactions match do. Difference zero = done.GST-Relevant Transactions
Excel me filter karke business-related spends alag do — GST records aur expense reports for.Convert your statement — free!
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🚀 Open the Tool
Frequently Asked Questions
Q: Does Tally support CSV import for credit cards?
A: Yes — Tally Prime's voucher import (CSV) also works for credit card accounts. Mapping pehle test voucher se check do.
Q: Can I import multiple months at once?
A: Yes — combine all months in Excel and export one CSV (batch upload works while converting). Import me duplicates avoid karne for dates check do.