CSV from BankBank Statement to CSV
A plain text file any program can read, built on your computer from your PDF.
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- Nothing uploaded
- Standard, boring CSV
CSV is the format you reach for when the spreadsheet is not the destination - when the rows are going into accounting software, a script, a database or someone else's template. That only works if the file follows the conventions exactly, and most of the pain with converted statements comes from files that almost do.
What the file looks like
One header row, then one line per transaction. The details matter more than they should, so they are worth stating plainly:
- Comma separated, with quotes only around values that contain a comma, a quote or a line break - and quotes inside a value are doubled, the way the CSV convention requires.
- Encoded as UTF-8 with a byte order mark, so Excel on Windows opens accented names and foreign characters correctly instead of turning them into mojibake.
- Lines end with carriage return and line feed, and the file ends with one too. Some parsers quietly drop a last line that has no ending.
- No currency symbols, no thousands separators inside the amounts, no trailing summary row.
When CSV is the better choice
Take the CSV when something else is going to read the file: a bookkeeping tool, an import template, a script. Take the Excel file when a person is going to open it and look at it. The rows are identical either way - the difference is only in how the file is packaged.
If a column looks wrong
Statements disagree about which column means what, and a converter that never admits confusion is hiding it. When something looks off, the settings panel above the table lets you switch the date order, tell the page which column is the running balance, or flip the sign of every amount. Each change re-reads the same file on your computer and redraws the table, so you can see the effect before downloading anything.
Why is my CSV opening as one long column in Excel?
That is Excel following your system's list separator rather than the file. In parts of Europe Excel expects semicolons and treats a comma-separated file as a single column. Either use the Excel download on this site instead, which sidesteps the question entirely, or open the CSV through Data then From Text and pick comma as the delimiter.
Related
Bank Statement to Excel · Bank Statement to QuickBooks · Bank Statement Converter That Does Not Upload Your File