Convert bank statement PDFs to Excel or CSV — free
Upload a statement, check the extracted transactions against the original, and download a spreadsheet — dates, descriptions, signed amounts, running balance. Password-protected files are unlocked on your device. Nothing is stored.
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PDF, up to 10 MB
How to convert a bank statement PDF to Excel?
1. Upload the PDF
Statements straight from your bank's download button work as they are. If the file is password protected, we ask for the password and unlock it in your browser — the locked file never leaves your device.
2. Review the transactions
The statement is processed by us and returned as a table. Rows appear in the table as they are read, so you can check the numbers against the original while it works.
3. Download the spreadsheet
Download the result as a CSV or a formatted Excel file. Amounts come through as real numbers with a frozen header row, ready to sort, pivot, or open in Excel or Google Sheets.
What the Excel and CSV export contains
Whatever shape your bank prints, the export always has the same five columns — so a spreadsheet built for one statement keeps working on the next one.
- Date
- Normalised to YYYY-MM-DD, with the year filled in from the statement period when a row prints only day and month.
- Description
- The merchant or narration exactly as printed, joined into one line when the statement wraps it across two.
- Category
- A best-guess grouping — Groceries, Transport, Bills & Utilities and the rest — to sort by before you reconcile.
- Amount
- One signed number. Money out is negative, money in is positive, whether the statement used one column or two.
- Balance
- The running balance printed on the row, so you can check the extraction adds up against the original.
Frequently asked questions
The short answers. The longer versions live on their own pages:
Something came out wrong? Tell us.
Does it work with my bank?
There is no per-bank template to maintain — the model reads whatever table the statement prints, so retail current accounts, savings, credit cards and business accounts all work. Statements that are scanned images rather than digital text need the OCR engine enabled.
What happens to my statement?
The PDF is sent to our server, forwarded to the extraction model, and dropped as soon as the response finishes. Nothing is written to a database or a disk. The CSV and Excel files are built in your browser from what you can already see on screen.
How is the password handled?
Entirely on your device. The browser opens the encrypted PDF, rewrites it without the encryption, and only that unlocked copy is uploaded. Your password is never sent to us and never stored.
How accurate is the conversion?
Very accurate on digital statements, and the running balance column makes any mistake easy to spot — if a row is misread, the balance stops adding up. Still, this is a model reading a document, not a bank feed, so reconcile before you file anything that matters.
Can I convert a PDF to CSV?
Yes — this is a PDF to CSV converter as much as a PDF to Excel one. Every conversion can be downloaded as a plain CSV file with the same five columns, ready for any spreadsheet or import tool that expects comma-separated data.
Does it work with scanned statements?
Yes. Statements that are scanned images rather than digital text are run through an OCR engine first, then extracted the same way. Clean scans convert well; blurry photos of paper statements are harder, so check the running balance column extra carefully.