TSB + Sage: Bridge the Gap
Need to get your TSB Bank bank statement into Sage? TSB uses DD MMM YY and single column with Type indicators, payment/receipt amounts, and running balance — 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 TSB 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. TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules.
How It Works
Upload your TSB PDF
Drag and drop your TSB statement. Supports PDF with DD MMM YY handling.
AI converts for Sage
Our AI parses TSB'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
TSB to Sage Features
- TSB optimised — Trained on TSB's single column with Type indicators, payment/receipt amounts, and running balance with DD MMM YY 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 MMM YY to DD/MM/YYYY automatically
Import TSB Data into Sage
After converting your TSB 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 TSB into Sage Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import TSB to Sage Free