What you get
When the converter can read your statement and the balances add up, all pages become one table with one row per transaction:
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2026-03-02 | Card payment Grocery Store | -42.18 | 1207.82 |
| 2026-03-03 | Salary March | 2500.00 | 3707.82 |
| 2026-03-05 | Rent transfer | -950.00 | 2757.82 |
- Dates are written as YYYY-MM-DD, also when the statement prints no year on each row.
- Money out is negative and money in is positive, also when the statement has separate debit and credit columns.
- Descriptions that wrap over several lines are joined into one cell.
- Page footers and repeated headers are left out.
- The Balance column appears when the statement prints a balance per row.
- In the Excel file, Amount and Balance are real numbers with two decimals, so sums work right away.
Security: what happens to your statement
A bank statement is a sensitive file. Here is what happens to it, without the marketing.
- The PDF is uploaded to our servers. It does not stay in your browser.
- The PDF and the result files are stored on Google Cloud. An hourly job deletes everything older than 24 hours.
- You do not need an account, and we do not ask for your name.
- AI features use Anthropic. After a standard extraction, a free AI preview can start on its own and send one page of your PDF to Anthropic. A paid AI run sends every page.
- Upload only files you are allowed to share.
The details are in the privacy policy.
How to convert a bank statement to Excel
- Upload the PDF in the box above. Use the file from online banking if you have it: it has real text, which gives the best result. The limit is 8 MB.
- Click Extract Tables. This usually takes a few moments.
- Click Export to Excel or Export to CSV. You can download both.
- Check the totals. Opening balance plus the sum of the Amount column should equal the closing balance on the statement.
Your bank may offer its own CSV or Excel download in online banking. If it covers the dates you need, use that. A converter is for statements that exist only as PDF. Not sure if your file has real text? See what a searchable PDF is.
Bank statement to CSV or Excel?
| Excel (.xlsx) | CSV | |
|---|---|---|
| Best for | Reading, sorting, summing | Importing into other software |
| Amounts | Numbers with two decimals | Plain text like -42.18 |
| Separator | Not needed | Semicolon, every value in quotes |
| Several tables | One sheet per table | One file, a --- Table N --- line between tables |
If an import screen expects commas, open the Excel file and save it as CSV from there. More in Excel vs CSV for bank statements and on the PDF to CSV page.
Who it is for
- Bookkeepers and accountants who get client statements as PDF and need rows to work with.
- Small business owners catching up on records from old statements.
- Anyone with a budget or a loan application who needs a list of transactions in a spreadsheet.
What it does not do
- It does not sort transactions into categories.
- It does not create QBO or OFX files. See bank statement to QBO and bank statement to OFX.
- It does not add a column for the account. A PDF with several accounts comes out as one list.
Always check the result
Compare the file with the statement before you rely on it, above all the dates and the first and last rows. Not sure what the columns mean? See how to read a bank statement. For a longer walkthrough, read the bank statement PDF to Excel guide.
Questions and answers
How do I convert a bank statement PDF to Excel?+
Upload the PDF on this page and click Extract Tables. When it finishes, click Export to Excel. You get an .xlsx file with your transactions. Compare the totals with the statement before you use the file.
Can I convert a bank statement to CSV instead?+
Yes. Both buttons appear after extraction, so you can download Excel, CSV or both from the same upload. The CSV is UTF-8 and uses semicolons between columns.
Does the converter work with every bank?+
Not with the same result. When the converter can read the statement and its balances add up, you get one clean transaction table. Otherwise you get the tables as they appear in the PDF, which may need cleanup. Upload the file to see which one you get.
Can I convert a scanned bank statement?+
Yes, but scans do not get the clean transaction table. The converter runs text recognition (OCR) and returns the tables it finds, and the columns may need work. Deep extraction is a paid option for hard scans; you see one page of the result before you pay.
Do I need an account?+
No. Upload the PDF and you see the table on screen. The file must be under 8 MB.
Is it safe to upload a bank statement?+
Your PDF is uploaded to our servers, stored on Google Cloud and deleted automatically after 24 hours. AI features send pages to Anthropic, and the free AI preview can send one page on its own after extraction. Read the security section above and the privacy policy, and upload only files you are allowed to share.
Can I get a QBO or OFX file?+
No. We export Excel and CSV only. QuickBooks Online can import CSV, so see the QBO and OFX pages for what works today.