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Customize Date Format

Control how dates are interpreted by DocuClipper and formatted in your exports, per download and at the profile level.

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DocuClipper handles dates in two places: interpreting ambiguous dates on the source PDF (is 01/02 January 2 or February 1?) and formatting dates in the files you download. Each has its own setting.

Per-download: choose the export date format

The download dialog has a Date Format dropdown when Output Format is set to Excel.

  1. Click Download Data on a converted project.
  2. Set Output Format to Excel.
  3. In the Date Format dropdown, pick one of:
    • YYYY-MM-DD: ISO, recommended for spreadsheets.
    • MM/DD/YYYY: US.
    • DD/MM/YYYY: UK / EU / AU.
  4. Click Download.

The Download your data dialog with Output Format set to Excel and the Date Format dropdown open, listing DD/MM/YYYY, MM/DD/YYYY and YYYY-MM-DD, outlined in red with the note "Pick the format your Excel region uses"

When a team admin picks a format, it is saved for everyone on the team and used on every later download. Until an admin picks one, downloads use the date format in your profile. A format picked by a team member who is not an admin applies to their downloads until they reload the page.

This setting only affects the file you download. The underlying transaction dates are stored in a locale-independent format.

Date formats in the other export formats

  • Xero CSV, Sage CSV, Sage Cloud CSV, MYOB CSV and Relate CSV use the same saved date format as Excel. These formats have no Date Format dropdown of their own: the format picked under Excel applies to all of them, so set it there once and every later download in these formats uses it. The preview in the download dialog shows the dates as they will appear in the file.
  • NetSuite writes dates as MM/DD/YYYY, as its import expects.
  • QuickBooks Desktop IIF writes dates as MM/DD/YYYY, which QuickBooks Desktop reads in every region.
  • QuickBooks (Web Connect), QFX and OFX use the standard date format of those file types, which QuickBooks and Quicken read regardless of region.
  • Quicken QIF writes dates as MM/DD/YYYY (DD/MM/YYYY for accounts created in Australia).

Profile-level: how DocuClipper reads ambiguous dates

Some statements print dates as 01/02 with no year and no obvious format. DocuClipper uses your profile date format to disambiguate.

  1. Click your profile icon in the top-right → Settings, then open Profile.
  2. Set Date Format to:
    • MM/DD/YYYY: for US-style statements.
    • DD/MM/YYYY: for UK / EU / AU / most international statements.

The setting saves automatically and applies to every future conversion. It also controls how dates are displayed in the app.

Common problems

  • Dates are off by "flipping" day and month (e.g. all 5/4 became April 5 instead of May 4): your profile date format is the opposite of the source. Change it in your profile before converting statements in that format. You can also edit a date directly in the transactions table.
  • Dates appear as NaN in Excel: the export date format doesn't match Excel's regional setting. Pick YYYY-MM-DD in the download dialog. See Dates shows as NaN in Excel.
  • Year is wrong: see Correcting the Year. Statements often omit the year, so DocuClipper infers it from the statement period.