Coconut + Bankruptcy Filing: Complete Workflow
Preparing for bankruptcy filing and using Coconut? Bankruptcy attorneys and filers need 6+ months of bank statements for means testing, Schedule I/J preparation, and trustee review in Chapter 7 and Chapter 13 cases. BankScan AI bridges the gap between your bank's PDF statements and Coconut's import feature.
BankScan AI → Coconut for Bankruptcy Filing
Convert bank statement PDFs to CSV formatted for Coconut import. Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 6 months of statements for means test (CMI calculation); trustees may request up to 2 years to identify preferential or fraudulent transfers of statements.
AI formats for Coconut
Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses — dates in DD/MM/YYYY.
Import and use for bankruptcy filing
Upload into Coconut and use the reconciled data for bankruptcy filing.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Coconut + Bankruptcy Filing Features
- Coconut ready — Output formatted as CSV matching Coconut's expected column structure
- Smart integration — Coconut auto-categorises imported transactions by comparing them against your existing Coconut transaction categories, learning your categorisation preferences over time.
- Built for Bankruptcy Filing — Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
Import for Bankruptcy Filing into Coconut
After converting your bank statements for bankruptcy filing:
- In Coconut, go to Transactions > Import
- Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data
Common Import Issues
Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.
Coconut Import for Bankruptcy Filing
Bankruptcy petition triggers automatic stay immediately; however, required documents (including bank statements) must be filed within 45 days or the case may be dismissed
Convert for Coconut + Bankruptcy Filing