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Guides and Tutorials

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Every guide comes both ways — a short video, and a PDF with screenshots of every screen that you can keep open beside Tally.

3 videos · under 4 minutes in total 3 PDF guides · 31 pages
Video: how to convert a bank statement PDF to Tally XML 2:00
Start here

Bank Statement PDF to Tally XML

The whole journey, start to finish — creating your account, uploading a statement, checking the transactions we read, setting the ledger names, and importing the finished XML into Tally Prime.

Video 2 min PDF 14 pages 3.5 MB
Video: how to install the Tally TDL add-on 0:48
Tally add-on

Download and Install the Tally TDL

How to download the TDL file and load it into Tally Prime. You do this once per Tally installation — it is what puts the Replace Ledger and Narration Filter buttons on your Ledger Vouchers screen.

Video 48 sec PDF 7 pages 2.7 MB
Video: moving several Suspense entries to the right ledger at once 0:48
After import

Transferring Multiple Entries Between Ledgers

Clearing Suspense A/c in one pass. Find the related entries by their narration, tick the ones you want, and move them all to the correct ledger in a single action — instead of one voucher at a time.

Video 48 sec PDF 10 pages 3.3 MB

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