Tool · Finance
Bank statement converter: PDF to Excel and CSV
Drop a PDF bank statement and get every transaction as a spreadsheet: date, description, money out, money in and balance. Each balance the statement prints is recomputed from the transactions above it, and any that does not match is pointed out. The PDF is read in your browser and never uploaded.
Drag a PDF bank statement here
One statement or several months at once. Read in this browser tab, never uploaded.
The example is a made-up statement, so you can see the result without a file of your own.
PDF statements from online banking · Excel (.xlsx) · CSV · Xero · QuickBooks · FreeAgent
How it works
- Drop the PDF statement Drag one or several PDF statements from online banking onto the page, or choose them.
- Check the result The transactions appear as a table. A green line says every printed balance matches the rows above it; one that does not is pointed out.
- Download Excel (.xlsx), a plain CSV, or a CSV ready to import into Xero, QuickBooks or FreeAgent.
Why a balance check matters
A converter that drops one line, or reads a debit as a credit, gives you a spreadsheet that looks right and is wrong. Here each balance the bank printed is recomputed from the transactions above it. A dropped row, or a debit read as a credit, between two printed balances makes them disagree, and that is pointed out.
Made for bookkeeping
Banks often give only a PDF for older months, closed accounts or business accounts. Bookkeepers receive client statements as PDFs every month. The CSV exports follow the import formats of Xero, QuickBooks Online and FreeAgent, and descriptions that a spreadsheet could take for a formula are written as text.
Questions
Is my statement uploaded?
No. The PDF is read in your browser by pdf.js, the PDF reader built into Firefox, and the Excel or CSV file is made on your device. Nothing from the statement is sent anywhere: the site counts only anonymous usage, such as whether a conversion worked. You can check in the Network tab of your browser’s developer tools.
How are the numbers checked?
Each balance printed on the statement is recomputed from the balance before it, minus money out, plus money in, and a balance that does not match is pointed out. The rows between two printed balances are checked together, so a statement that prints a balance once a day is checked day by day. When a statement prints no running balance, the transactions are checked against its opening and closing balance. The dates are compared with the statement period. Always compare the totals with your statement before you import them.
Which banks does it work with?
It reads the usual statement table of UK, US, Canadian and Australian banks: a date, a description, money out and money in (or debit and credit, or one signed amount) and a balance. If your bank’s statement does not convert, tell us which bank through the Contact page.
Does it work with scanned statements?
Not yet. A scan is a picture of the pages with no text in it. Download the statement from online banking as a PDF instead: those PDFs contain the text.
Can I convert several months at once?
Yes. Drop several statements together: they are combined into one table by date, and a row repeated where two statements overlap is kept once.
What does it cost?
Nothing, and there is no sign-up. Up to 60 statements can be converted at once.