Prepare CSV for Xero Bank Feed - Select Columns

Format CSV for Xero manual bank import. Select only Date, Amount, Payee, Description columns.

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Column Manager

Select which columns to keep in your CSV file.

How to Column Manager

  1. 1Upload bank CSV
  2. 2Select only required columns
  3. 3Download clean CSV for Xero

Why Use This Tool?

  • Easy Import - Match Xero template
  • Remove Clutter - Delete bank metadata columns
  • Secure - Financial data stays local

Frequently Asked Questions

Which columns does Xero need?

Date, Amount, Payee, Description, Reference are the standard ones.

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