FileAbroad

Foreign account records

FBAR Statement Reconciler

Organize dated balances and the evidence behind them. See which statement periods are missing and keep observed maxima separate from annual maxima that need review.

Already have your account inventory? Open the FBAR Account Workpaper.

Free browser edition

Import CSV balances or transcribe figures from your statements. Review missing periods and download a source-linked workpaper.

This local workspace keeps your records in browser memory. It does not upload your files or call an AI model. Reloading or closing this page clears the workspace; download the JSON workpaper to reopen it later. Use account aliases, such as “Bank A checking,” instead of full account numbers.

01 · Set up

Choose your year and formats

One calendar year, up to five accounts, five CSV files, and 10,000 balance rows. Each CSV can be up to 2 MB. Source references can cover up to 62 files and 120 pages.

Use ISO dates (YYYY-MM-DD) when possible. Confirm the source format before choosing a decimal or date convention. Setup locks after records are added; reset to start a different year or convention.

02 · Add sources

Import a CSV or reopen your workpaper

CSV columns must be named date, balance, alias, currency. Optional columns are period_start, period_end, balance_type. Choose closing, running, or bank_certified_annual_max for the balance type.

0 of 5 CSV files · 0 of 10,000 balance rows · 0 of 5 accounts. The template contains one fictional row; replace it with your own source data. A bank-certified value remains subject to annual maximum review.

Source transcription

Enter a balance from a statement

Read the balance from your statement and identify the file and page. This form records your transcription; it does not read or upload a PDF.

Record both period dates or leave both blank. Periods help describe the evidence received; a single closing balance does not establish every balance within that period.

FileAbroad.

Foreign account records · 2025

FBAR Statement Reconciler

Source review summary · Draft — client confirmation not recorded

Observed balances are separate from supported annual maxima. Supported annual maxima have not been established in this browser workpaper. A filing conclusion requires review.

No source records have been added.