Credit Card + Sage: Bridge the Gap
Need to get your UK Credit Card Statements bank statement into Sage? Credit Card uses DD/MM/YYYY (varies by issuer) and typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due — which needs converting to CSV (Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount) for Sage import.
How BankScan AI Converts Credit Card for Sage
BankScan AI's CSV output is compatible with Sage's bank statement import. The date format, transaction descriptions, and amount columns are mapped automatically. Credit card statements from any UK issuer — including Barclaycard, MBNA, Capital One, Tesco Bank, and John Lewis — are parsed by BankScan AI with high accuracy.
How It Works
Upload your Credit Card PDF
Drag and drop your Credit Card statement. Supports PDF, scanned PDF with DD/MM/YYYY (varies by issuer) handling.
AI converts for Sage
Our AI parses Credit Card's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Sage
In Sage Accounting, go to Banking > select your bank account > Import statement. Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import.
Sage Import Tip
Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
Credit Card to Sage Features
- Credit Card optimised — Trained on Credit Card's typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due with DD/MM/YYYY (varies by issuer) parsing
- Sage formatted — Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
- Date conversion — Converts DD/MM/YYYY (varies by issuer) to DD/MM/YYYY automatically
Import Credit Card Data into Sage
After converting your Credit Card statement with BankScan AI:
- In Sage Accounting, go to Banking > select your bank account > Import statement
- Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import
Common Import Issues
Sage requires separate Paid in/Paid out columns — a single Amount column will fail. Also rejects imports where the date column contains time stamps.
Import Credit Card into Sage Today
Automatic date conversion (DD/MM/YYYY (varies by issuer) to DD/MM/YYYY), column mapping, and format validation.
Import Credit Card to Sage Free