Tool · Finance
Convert a bank statement PDF to Excel
Copying a PDF statement into Excel by hand takes an evening and one typo breaks the totals. Drop the PDF here: the transactions come out as an .xlsx with real dates and amounts, checked against the balances the statement prints. Nothing is 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 statement Drag the PDF onto the page. Several months at once are combined into one sheet, by date.
- Look at the check A green line means every balance the statement prints matches the rows above it. One that does not is pointed out, for you to compare with the PDF.
- Download Excel Press “Download Excel (.xlsx)”. Dates are Excel dates and amounts are numbers, so you can sort, filter and sum straight away.
Real numbers, not text
Pasting from a PDF usually gives Excel text that looks like numbers, so SUM returns 0. The .xlsx made here stores amounts as numbers with two decimals and dates as dates; money out and money in are separate columns, and the balance is kept for checking.
Why not copy and paste?
PDF text comes out of the page in reading order, not as a table: columns merge, multi-line descriptions split, and a missed line is easy to miss. The converter rebuilds the table from the positions of the words, then proves it against the printed balances.
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.