Convert a PDF bank statement to CSV
Turn a statement PDF into a comma-separated transactions file for spreadsheets and mapped imports. Each row includes its date, description, signed amount and currency, with balance-check information alongside it. Convert the first 3 pages free, no sign-up; use an account for longer files within your allowance.
Try it now
PDF or images · free preview of the first 3 pages · up to 50 MB
Less retyping. More time for your work.
Choose the right source and export
Start with the original statement PDF for the account and period you need. Keep every page, including separate transaction or fee sections. A balance certificate or payment receipt is not a full transaction statement.
- Upload the PDF. The free guest preview covers its first 3 pages; an account lets you process longer files within your page allowance.
- Turn statement pages into a clear table of dates, descriptions and amounts, with automatic checks and any detected issues highlighted.
- Download Excel for sorting and analysis, or CSV for your next import. Your transactions are ready to work with, without retyping each row.
See a real conversion
Open the actual engine output from a synthetic 6-page Northbridge Credit Union statement — 22 transactions, every running balance reconciled to the cent. The conversion is real; the account is invented, so no customer’s data is on show. No upload, no account.
Good questions, answered
What delimiter and encoding does the CSV use?
UTF-8 text with comma-separated fields and a header row. Commas and quotes inside fields are escaped. Open it in your spreadsheet or map its columns in your accounting software.
What is one row in the CSV?
One extracted transaction. Core columns include date, description, direction, signed amount, currency, balance and verified, plus balance source and extracted balance. Extra source fields appear when available.
Are the amounts clean numbers or formatted text?
Amounts use a decimal point with no currency symbol or thousands separator. Debits are negative and credits positive. The separate currency column matters when working with more than one currency.
Can I import the CSV into my accounting software?
Use the import mapping required by your software. For a date-description-amount workflow, select those columns and ignore the diagnostic columns. Xero and QuickBooks Online support file imports; this is not a direct integration or a QuickBooks Desktop Web Connect export.
Convert a statement — free
Free to try, no card, no sign-up. Preview and export the first 3 pages of one statement, then create a free account to convert more.
PDF or images · free preview of the first 3 pages · up to 50 MB