Convert CS/UBS bank statements to Tally XML
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. Download a clean .xml file no signup required.
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Secure Financial Data Processing
Credit Suisse (UBS) Statement Conversion
Credit Suisse (UBS) bank statements are typically downloaded as PDF files from online banking portals. These PDFs contain transaction tables with dates, descriptions, debit and credit amounts, and balances. MintConvert extracts these transactions from $CS/UBS statement PDFs and converts them into $TALLY format. The resulting file can be used for accounting, financial analysis, or importing into software like $Tally.
Why .XML for CS/UBS Statements?
The .qbo file follows the OFX 1.6 standard. In QuickBooks: Banking → Import → Web Connect → select your .qbo file. Credit Suisse (UBS) transactions land in your bank register immediately, ready for matching and reconciliation.
CS/UBS PDF Format Notes
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
Example Output
| Date | Description | Debit (CHF) | Credit (CHF) | Balance |
|---|---|---|---|---|
| 2024-03-15 | Credit Suisse (UBS) ATM Withdrawal | 2,000.00 | 48,500.00 | |
| 2024-03-18 | Salary Credit | 75,000.00 | 1,23,500.00 |
How It Works
Download CS/UBS PDF
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF.
Upload to MintConvert
Drag and drop your Credit Suisse (UBS) PDF. MintConvert auto-detects the format and processes all pages.
Download .XML
Clean file in under 30 seconds Date, Description, Debit (CHF), Credit, Balance.
Why MintConvert
- Zero setup Credit Suisse (UBS) PDFs parsed automatically no template configuration.
- CHF preserved All amounts stay in CHF as numeric values.
- Multi-page All pages extracted into one TALLY file.
- Privacy first PDF processed in-memory only deleted immediately after conversion.
- Instant download Most Credit Suisse (UBS) statements convert in under 30 seconds.
- Switzerland context In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
Frequently Asked Questions
How do I import Credit Suisse (UBS) transactions into Tally?
One row per transaction Date, Description, Debit (CHF), Credit (CHF), and Balance. Open Tally → Gateway of Tally → Import Data → Vouchers → Select the XML file. Ensure the bank ledger exists before importing.
How do I download my Credit Suisse (UBS) statement as a PDF?
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF.
Does MintConvert handle Credit Suisse (UBS)'s PDF format correctly?
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
How long does Credit Suisse (UBS) PDF to TALLY conversion take?
Under 30 seconds for most Credit Suisse (UBS) statements. Multi-month statements (100+ pages) may take up to 60 seconds.
Does this work for Credit Suisse (UBS) Private Banking, Business accounts, and legacy CS accounts?
Yes MintConvert works with Credit Suisse (UBS) Private Banking, Business accounts, and legacy CS accounts. The PDF format is consistent across account types.
Is CHF formatting preserved in the TALLY output?
Yes all CHF amounts output as numeric values (no currency symbols) so they import correctly into accounting software.
Is my Credit Suisse (UBS) data safe?
Your Credit Suisse (UBS) PDF is processed in-memory only never stored. Deleted immediately after conversion. Download link expires after 24 hours.
What if the Credit Suisse (UBS) PDF is password-protected?
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger.
Is this useful for Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus import?
Yes In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
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