Yes Bank statement analyser: Excel in, ITR-ready report out
Yes Bank writes some of the longest narrations in Indian banking — slash-delimited descriptions that run on with references, IFSC codes and remarks embedded mid-string. The information is all there; the work is separating signal from serial numbers. Greenote Lite strips the references, keeps the names, and turns a wall of text into a party ledger you can actually audit from.
Works with Excel and CSV statements from netbanking. Got a PDF? That is coming to the full Greenote desktop app.
How to export your Yes Bank statement as Excel or CSV
- 1Log in to Yes Bank netbanking and open the account statement view.
- 2Select the account and the period you need.
- 3Download in Excel or CSV format — typically offered alongside PDF; take the spreadsheet.
- 4Upload the file unchanged; long descriptions are fine and nothing is truncated on our side.
Menu names shift between netbanking versions, so treat the steps above as a guide — the constant is the format: take the Excel, XLS or CSV download, not the PDF. Greenote Lite does not read PDF statements; the full Greenote desktop app does, and is available now.
What Greenote Lite does with a Yes Bank statement
Long narrations reward careful extraction, and that is the engine's home turf:
- Reference numbers and transaction IDs embedded mid-string are recognised by shape and stripped, so SURESH ENTERPRISES survives and 023519204718 never shows up as a party.
- Slash-delimited UPI descriptions are split into segments, and the party plus VPA are retained for the ledger.
- NEFT rows typically embed the counterparty's IFSC and bank; the codes are dropped and the name is kept.
- Debit and credit amounts arrive in separate columns and map directly — direction never depends on reading the text.
The download is a four-sheet Excel workbook: a party ledger of who paid whom, every transaction categorised and named, a category summary, and an ITR summary with AIS/SFT flags. See why the party ledger comes first or the full statement-to-ITR workflow.
Yes Bank statement questions
No practical one. The engine parses the full description, however long, and pulls out the party, mode and remark. Long is actually good — more signal to extract.
No. Numeric references and transaction IDs are recognised by their shape and excluded from party names. If a row has nothing but references, it is marked Unknown rather than creating a junk party.
The Excel or CSV statement from netbanking, for the full period under audit. PDF statements are not readable in Greenote Lite — the full desktop app reads them directly, and is available now at greenote.app.
Try it on a real Yes Bank statement
Your first statement is free — the trial processes the first 300 transactions so you can judge the quality end to end. Verify your email with a one-time code (no password, no card), and the file is deleted the moment your report is ready.