Coconut + Visa Application: Complete Workflow
Preparing for visa application and using Coconut? UK visa applications (Tier 1, Tier 2, spouse, student) require bank statements proving financial capability. The Home Office needs clear, organised financial evidence. BankScan AI bridges the gap between your bank's PDF statements and Coconut's import feature.
BankScan AI → Coconut for Visa Application
Convert bank statement PDFs to CSV formatted for Coconut import. Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 6 months for most visa categories; 12 months for Innovator Founder and some ILR applications 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 visa application
Upload into Coconut and use the reconciled data for visa application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Coconut + Visa Application 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 Visa Application — Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
Import for Visa Application into Coconut
After converting your bank statements for visa application:
- 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 Visa Application
Statements must cover the period ending no more than 31 days before the visa application date; delays mean re-obtaining fresh statements
Convert for Coconut + Visa Application