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Bank Statements

Customize Date Format

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

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 your exported file (Excel, CSV, QBO, etc.). Both are configurable.

Per-download: choose the export date format

Every download dialog lets you pick how dates appear in the output file.

  1. Click Download Data on a converted project.
  2. Find the Date Format dropdown.
  3. Pick one of:
    • YYYY-MM-DD: ISO, recommended for spreadsheets.
    • MM/DD/YYYY: US.
    • DD/MM/YYYY: UK / EU / AU.
    • DD-MMM-YYYY: e.g. 15-Jan-2025, unambiguous.
  4. Click Download.

Download dialog showing the Date Format dropdown

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

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 → Settings → Profile.
  2. Set Date format to:
    • MM/DD: for US-style statements.
    • DD/MM: for UK / EU / AU / most international statements.
  3. Save.

This setting applies to every future conversion. Existing converted statements can be re-extracted if you change it.

Per-project override

If a single client sends you UK statements while the rest of your work is US, you can override the format on the statement detail page without changing your profile default:

  1. Open the converted statement.
  2. Click Settings (gear icon on the top right of the transactions view).
  3. Change Date format to the one that matches this statement.
  4. Re-run extraction. The transactions update in place.

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 at the profile or statement level and re-extract.
  • 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.

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