Bank Statement Converter: PDF to Excel & CSV in Seconds

Online converter for PDF and scanned bank statements from any bank. Try one conversion free, no account needed. Plans from $15/month.

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Drop Your Bank Statement Here

PDF statements up to 10MB, including scanned ones, from any bank

1 free conversion without signup

PDF, up to 10MB
No watermarks
Bank-grade security

See a Sample Converted Bank Statement

This is what you download, shown with a fictional statement. Every transaction becomes a row, amounts become numbers you can total, and a second sheet checks the result against the statement.

Statement PDF (fictional)
SAMPLE BANK PLC · Current account · 01 to 30 Sep 2026
02 Sep 2026  CARD PAYMENT GREENLEAF GROCERS48.20 DR
03 Sep 2026  BGC NORTHWIND LTD SALARY2150.00 CR
05 Sep 2026  DD CITY ENERGY CO86.40 DR
09 Sep 2026  FPO J SMITH RENT SEPT925.00 DR
14 Sep 2026  CARD PAYMENT RIVERSIDE CAFE7.85 DR
18 Sep 2026  SO SAVINGS POT200.00 DR
Net movement this period882.55
Excel workbook, sheet 1: Transactions
DateDescriptionAmountCategory
02 Sep 2026CARD PAYMENT GREENLEAF GROCERS-£48.20Expense - Groceries
03 Sep 2026BGC NORTHWIND LTD SALARY£2150.00Income - Salary
05 Sep 2026DD CITY ENERGY CO-£86.40Expense - Utilities
09 Sep 2026FPO J SMITH RENT SEPT-£925.00Expense - Housing
14 Sep 2026CARD PAYMENT RIVERSIDE CAFE-£7.85Expense - Dining
18 Sep 2026SO SAVINGS POT-£200.00Transfer - Savings
Sheet 2: Reconciliation check
Sum of extracted transactions £882.55 · Total on statement £882.55 · Difference £0.00 · Status: match
Download this sample as an Excel file

When the extracted lines do not add up to the statement's total, the check says so, so you know to review the rows before using them.

What is a Bank Statement Converter?

A bank statement converter is a powerful online tool that transforms your bank statements from PDF, images, or scanned documents into a clean CSV that opens straight in Excel, Google Sheets, Numbers or LibreOffice. Whether you're dealing with statements from Chase, Bank of America, Wells Fargo, Barclays, HDFC Bank, ICICI Bank, SBI, Axis Bank, or any other financial institution, this tool extracts transaction data accurately and organizes it into clean, analyzable spreadsheets.

Why You Need a Bank Statement Converter:

Managing finances becomes significantly easier when your bank statements are in Excel or CSV format. Instead of manually typing hundreds of transactions, a bank statement converter uses advanced OCR (Optical Character Recognition) and AI technology to read your statements and convert them within seconds. This is essential for accountants, small business owners, freelancers, loan applicants, and anyone who needs to analyze their spending patterns or prepare financial reports.

This is the official website of Your Bank Statement Converter. Try one conversion free on a real statement right now, with no account needed. Plans start at $15/month for 400 pages.

How Does the Bank Statement Converter Work?

Converting your bank statement at yourbankstatementconverter.com is incredibly simple:

1

Start Without an Account

Your first conversion is free and runs with no account at all, so you can see the output before paying anything. After that, plans start at $15/month.

2

Upload Your Statement

Drag and drop your bank statement PDF, up to 10MB. Scanned PDFs work too, and multi-page statements covering several months are fine.

3

Automatic Data Extraction

Our intelligent algorithm identifies transaction dates, descriptions, debits, credits, and balances automatically. The system recognizes various statement formats and adapts to different layouts.

4

Download in Your Preferred Format

Get your converted file as a CSV within seconds, ready to open in Excel or Google Sheets. All transactions are organized in columns: Date, Description, Debit, Credit, and Balance.

The entire process takes less than 30 seconds, and your data is processed securely with automatic deletion after 24 hours.

Need More Pages? Check out our flexible pricing plans designed for individuals, businesses, and accounting professionals.

What the Bank Statement Converter Does

Universal Bank Support

Works with statements from Chase, Wells Fargo, Citi, Bank of America, Capital One, HDFC Bank, ICICI Bank, SBI, Axis Bank, HSBC, Barclays, and other banks. There is no per-bank setup: the converter reads the layout of the statement you upload.

Multiple Format Support

Download a native Excel workbook (.xlsx) or a CSV for Google Sheets and accounting software. Multi-page and scanned PDF statements are both supported.

Smart Data Recognition

OCR reads scanned statements as well as text-based PDFs. Each transaction gets a category and a confidence score, and the extracted lines are added up and checked against the total printed on the statement.

Privacy First

Uploads travel over an encrypted HTTPS connection and are deleted from our servers 24 hours after upload. Text extraction uses Google's Gemini AI, so the pages are sent to Google for processing; no member of our staff opens your statement.

Flexible Plans for Every Need

Try one conversion free with no account, then choose a plan from $15/month on our pricing plans for bulk conversions, priority processing, and business features.

Long, Multi-Month Statements

Upload one PDF that covers several months and get every transaction back in a single spreadsheet. Each page counts toward your plan, and the paid plans cover 400 to 4,000 pages a month.

No Watermarks, Ever

Whether it is your free trial conversion or a paid plan, every converted file is clean and watermark-free.

Perfect for Every Financial Need

From personal budgeting to professional accounting, our converter saves time and eliminates errors

For Accountants & Bookkeepers

Stop manually entering bank transactions into accounting software. Try one statement free, then pick a plan sized to your client volume, from 400 to 4,000 pages a month. Convert statements to CSV and import them into QuickBooks, Xero, FreshBooks or Tally.

For Loan Applications

Banks and lenders require statements in specific formats. Try one statement free, then convert the three to six months most lenders ask for on the Starter plan ($15/month, 400 pages).

For Small Business Owners

Reconcile business accounts faster by converting bank statements to Excel. Plans from $15/month cover regular reconciliations, and the higher tiers handle several accounts and locations.

For Freelancers & Contractors

Track income from multiple clients and manage irregular payment schedules. Convert PayPal, Stripe, or bank statements to CSV for easy expense tracking. Try one statement free, then move up a plan during tax season and back down afterwards.

For Personal Finance Management

Import your spending data into budgeting apps or Excel templates. Try one statement free, and the Starter plan covers a year of monthly statements. Analyze where your money goes, identify subscription charges, and create monthly budget reports.

For Auditors & Tax Professionals

Quickly process client statements for audits, tax returns, or financial reviews during tax season. Try one statement free; the Professional and Business plans suit firms handling many clients.

How to convert a bank statement to Excel or CSV online, free

The whole job takes about thirty seconds and runs in the browser, so there is nothing to install and nothing to email anyone. Your first conversion does not need an account at all.

  1. Upload the statement. Drag the PDF onto the converter at the top of this page. Scanned PDFs and multi-page PDFs are fine, and so are several months in one file, up to 10MB. If the PDF is password protected, remove the password first by opening it and saving a copy, because the converter cannot unlock it.
  2. Let it read the pages. Text-based PDFs are parsed directly. Scanned statements go through OCR, so a statement your bank printed and you scanned back in to a PDF still works.
  3. Check the extracted transactions. Dates, descriptions and amounts are pulled into a preview on screen, along with a check of whether the extracted lines add up to the total printed on the statement.
  4. Download the spreadsheet. Choose an Excel workbook (.xlsx) or a CSV. Open either in Excel, Google Sheets, Numbers or LibreOffice, or import the CSV into your accounting software.

Nothing is watermarked, on the free trial conversion or any paid plan, and you see the extracted transactions before you spend a page.

Converting a bank statement PDF to Excel

Most people who want a bank statement in Excel want to sort it, filter it, or run a formula down a column. The converter downloads a native Excel workbook (.xlsx): the first sheet holds every transaction with its Date, Description, Amount, Currency, Category and a confidence score, with amounts stored as numbers so they total straight away. A second sheet shows the reconciliation check, comparing the sum of the extracted lines with the total printed on the statement.

This is the part that saves the time. Typing a year of transactions by hand is a day of work and a guaranteed handful of typos. Extracting them and then checking the totals against the statement takes a few minutes, and the arithmetic is the bank's rather than yours.

Converting a bank statement PDF to CSV

CSV is the one to pick when a spreadsheet is not the destination. Accounting software, budgeting apps and bookkeeping systems almost all take a CSV import, and plain CSV avoids the formatting that sometimes trips up an importer reading an Excel file.

The exported CSV also carries an AI confidence score and the source context for each row, so if a figure looks wrong you can trace it back to the line of the statement it came from. That matters when the output is going to a lender, an auditor or a tax return rather than into your own notes.

Which banks the converter works with

There is no per-bank setup and no template to choose. The converter reads the layout of whatever statement you upload, which is why it handles more than 500 institutions worldwide, including banks that change their statement design from one year to the next. These are the ones people convert here most often.

India

State Bank of India (SBI), ICICI Bank, HDFC Bank, Axis Bank, Kotak Mahindra Bank, Punjab National Bank, Bank of Baroda (BOB), Union Bank of India, IDFC FIRST Bank, IndusInd Bank, Yes Bank, Canara Bank.

United States

Chase, Bank of America, Wells Fargo, Citibank, Capital One, TD Bank, PNC Bank, US Bank, American Express, Navy Federal.

United Kingdom and Europe

Barclays, HSBC, Lloyds Bank, NatWest, Santander, Halifax, Nationwide, Monzo, Starling Bank, Revolut, Wise.

Credit card statements, loan account statements and payment-processor exports from PayPal, Wise and similar services follow the same transaction-table shape and convert the same way. If your bank is not named above, upload the statement anyway; the reader is not working from a list.

What you get free, and what the plans cost

Free tools in this category usually mean one of three things: a watermark, a cap so low it is useless, or an email address collected before you are shown anything. Here, your first conversion is free and runs without an account, so you can put a real statement through and judge the output before paying anything. There is no watermark and no card.

After that, the monthly plans are priced by page count, starting at $15 a month for 400 pages, and you can move up a tier for tax season and back down afterwards without committing to a year.

Importing the converted file into your accounting software

The exported CSV is built to be imported rather than just read. QuickBooks, Xero, FreshBooks, Tally, Zoho Books and Wave all accept a CSV bank feed, and each asks you to map the columns on the first import: point Date at Date, Description at Description, and the Debit and Credit columns at money out and money in. Save the mapping and later imports from the same bank go straight through.

The converter does not export QIF or OFX. Those are worth asking your bank for directly if your software insists on them, since many banks offer a QIF or OFX download alongside the PDF. What a converter is for is the case where the PDF is all you were given: a closed account, an old statement, one forwarded by someone else, or a bank whose own download only reaches back ninety days.

Security, and what happens to the file you upload

A bank statement is one of the most revealing documents you own, so it is worth being specific rather than reassuring. Uploads travel over an encrypted HTTPS connection. There is no long-term file storage: the statement sits on the server only long enough to be read, and is deleted 24 hours after upload. Conversion is fully automated, so no member of staff opens your statement. To read the pages, the converter sends them to Google's Gemini AI, which extracts the text and transactions.

If you have an account, your dashboard keeps a record of the conversion itself, meaning the filename, the date and the page count. The full policy is in the privacy policy. If you need to share a statement with a lender or a landlord and would rather not hand over every line of it, the guide to redacted bank statements covers what you can safely black out.

Excel + CSV
A native .xlsx workbook or a CSV, your choice
Totals checked
Extracted lines are added up and compared with the statement total
24 hours
Uploads are deleted from our servers 24 hours after upload

Your first conversion is free, with no account needed

Check the output against your statement before you pay anything. Plans start at $15/month.

Frequently Asked Questions

Everything you need to know about converting bank statements

Still have questions?

🔒 Your files are encrypted in transit and deleted from our servers 24 hours after upload