Coutts + KashFlow: Bridge the Gap
Need to get your Coutts & Co bank statement into KashFlow? Coutts uses DD MMM YYYY and premium layout with separate current account, savings, and investment summary sections — which needs converting to CSV (Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out) for KashFlow import.
How BankScan AI Converts Coutts for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. Coutts private banking statements have a premium layout with additional wealth summary sections that BankScan AI filters correctly.
How It Works
Upload your Coutts PDF
Drag and drop your Coutts statement. Supports PDF with DD MMM YYYY handling.
AI converts for KashFlow
Our AI parses Coutts's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into KashFlow
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping.
KashFlow Import Tip
Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
Coutts to KashFlow Features
- Coutts optimised — Trained on Coutts's premium layout with separate current account, savings, and investment summary sections with DD MMM YYYY parsing
- KashFlow formatted — Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
- Date conversion — Converts DD MMM YYYY to DD/MM/YYYY automatically
Import Coutts Data into KashFlow
After converting your Coutts statement with BankScan AI:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
Import Coutts into KashFlow Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Coutts to KashFlow Free