Bank Statement Converter:
PDF to Excel & CSV in Seconds

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 tier or any paid one, 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.

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 the free bank statement converter actually gives you

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 it means this. Your first conversion runs without an account, so you can put a real statement through and judge the output before deciding anything. Create a free account and you get 7 free pages, which covers a typical monthly statement of three to five pages with room to spare. No card is asked for at either step.

Free pages do not roll over from one month to the next, so they are there to test the service rather than to run a practice on. When you need more, the monthly plans are priced by page count, 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.