The universal rule
Download a statement that includes transaction date, description, debit amount, credit amount or amount, and balance if available. CSV is usually easiest. PDF can work when the statement text is clear and not a scanned image.
Wio statement to Compass
Typical export path to look for: Account > Statements > Choose date range > Export PDF
Wio statements are usually well-structured PDFs. Transaction descriptions often include the merchant name and category, which makes auto-categorisation easier on the first upload.
Emirates NBD statement to Compass
Typical export path to look for: Accounts > Statements > Select date range > Download
Emirates NBD may split longer date ranges into multiple files. Upload each file in order, or choose 30 to 60 days at a time for the first pass.
FAB statement to Compass
Typical export path to look for: Accounts > Statements > Filter by date > Download statement
FAB PDFs can include repeated page headers. Compass is designed to ignore common repeated headers, but CSV is usually cleaner if the PDF parse looks odd.
Mashreq statement to Compass
Typical export path to look for: Accounts > Account statement > Choose date range > Download
Mashreq exports can vary by account type. If a CSV import looks off, try the PDF export instead. Compass accepts both formats.
ADCB statement to Compass
Typical export path to look for: Accounts > Statement > Select period > Download statement
ADCB PDFs are often clean for reconciliation, but long merchant names can be shortened. Compass uses the reference and description fields together where possible.
RAKBANK statement to Compass
Typical export path to look for: My accounts > Statements > Select date range > Generate
RAKBANK CSV files may include summary rows above the transaction table. Compass skips common header blocks, but a cleaned CSV can help if the bank export is unusual.
HSBC statement to Compass
Typical export path to look for: Accounts > Statements and documents > Select account > Choose period > Download
HSBC CSV exports can vary by jurisdiction and account setup. If you have HSBC accounts outside the UAE, export account by account instead of combining files.
What to avoid
- Screenshot images instead of statement files.
- Scanned PDFs where transaction text cannot be selected.
- Files with multiple accounts mixed into one sheet.
- Exports missing transaction descriptions.
Want the first report without wrestling a spreadsheet?
Upload one bank statement. Compass categorises the transactions, flags invoice gaps, and gives you an owner-readable report in about ten minutes.
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