What an SBI e-statement PDF looks like
When you download an e-statement from OnlineSBI or YONO, the PDF follows a consistent layout. The header carries the account and period details; the body is a simple transaction table. Recognising these fields is what makes conversion reliable:
- Account number — an 11-digit number (for example, 35678901234), shown with the branch name, IFSC code and CIF number.
- Period covered — stated in the header, e.g. DURATION: 20/01/2026 TO 17/03/2026.
- Transaction table — six columns: Date, Narration/Description, Cheque no. / Ref no., Debit, Credit, Balance.
SBI statements are password-protected — here's the password
Unlike most banks, SBI encrypts its statement PDFs. The password depends on how you downloaded the file:
- Downloaded from OnlineSBI / YONO: the password is your 11-digit account number.
- Statement emailed to you: the password is the last 5 digits of your registered mobile number combined with your date of birth in DDMMYY.
TallyPort lets you enter this password during upload — so you don't have to unencrypt the file first.
Don't rename the file with the password
A common mistake is saving the statement with the password as the filename (like 35678901234.pdf) so you remember it later. It works, but if that file ever gets shared, your account number is in the title. Use a plain name like SBI_March_2026.pdf and keep the password somewhere safe instead.
Convert an SBI statement in three steps
Upload your SBI statement PDF
Download the e-statement from OnlineSBI or YONO, then upload it. If the PDF is password-protected, enter the password when prompted.
Preview the extracted transactions
Every row is parsed into Date, Narration, Debit, Credit and Balance columns. Spot-check and fix anything before you export.
Download Tally XML
Export a Tally-ready XML file and import it via Gateway of Tally → Import Data → Vouchers. CSV export is included too.
This works for savings and current account statements, YONO downloads, and scanned passbook pages. If your bank isn't SBI, the same flow covers 13 other major Indian banks — see the full converter.
Importing the XML into Tally
Once you've downloaded the XML, open Tally Prime and go to Gateway of Tally → Import Data → Vouchers, then select the file. New to the import step? Read the step-by-step import guide.