Bank Summary Ledger from CSV
Turn raw bank transactions into a clean PDF ledger broken out by month and category.
Published April 10, 2025
When a court or accountant asks for transaction summaries, you do not have time to juggle spreadsheets. BankSummaryLedger ingests CSV text and outputs organized totals instantly.
When to use this
- You downloaded a CSV from your bank and need month-by-month totals for court.
- An attorney or CPA requested categorized spending for discovery.
- You want to double-check the math on a restitution or damages claim.
How to do it (fast)
- Copy the CSV data from your bank portal and paste it into BankSummaryLedger.
- Provide a title and optional account holder name for the report header.
- Generate the PDF to see totals by month and by category, ready for printing or e-filing.
Why this helps
- Eliminates spreadsheet formulas and manual pivot tables.
- Produces consistent calculations you can share with a judge or opposing counsel.
- Never uploads financial data, protecting sensitive information.
Related tools
Not legal advice. Courts set their own rules. Keep your original records.