BeforeMay docs
Sift

Check and export a Sift sheet

Compare an extracted bank table with its PDF, use the running-balance warning and download Excel or CSV.

Source reviewed Product documentation

The output is an Extracted table — editable. Correct a cell in the sheet when the source PDF says something different. Use Show source or Hide source on a wide screen to check the PDF while you work.

In Bank statement mode, Sift checks the running balance in the original extraction. The running balance reconciles. means each displayed balance follows the previous extracted row. A warning that the balance does not follow names the first break it found. Compare that row with the PDF: a line may have been missed, or the statement may include an account where the balance restarts.

That balance message describes what Sift originally read. If you edit the table, check the changed rows yourself; the message is not recalculated as approval of your edit. Choose CSV for the current table or Download Excel for the extracted tables. Use New file to clear the result before starting another PDF.