Bank statement PDF to Excel or CSV
For small business owners, bookkeepers and freelancers in the US and UK. The file is read in your browser and stays on your computer.
- Free
- No sign-up
- Nothing uploaded
- Balance-checked
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2026-01-03 | POS PURCHASE WHOLE FOODS | -84.19 | 3,036.36 |
| 2026-01-05 | ACH DEPOSIT PAYROLL | 2,450.00 | 5,486.36 |
| 2026-01-08 | ONLINE TRANSFER TO SAVINGS | -500.00 | 4,986.36 |
Your bank
The converter reads the layout of the document itself, so most text-based statements work. These banks have a page of their own, with the quirks of their format spelled out:
What this converter does
Nothing is uploaded
Your own browser opens the PDF and reads it. There is no server behind this page to send a statement to, and none of it leaves the computer.
It checks its own maths
Where the statement carries a running balance, every row must add up to the next balance. If that chain holds, nothing was dropped or double-counted - and you see the result before you download.
No account, no email
No sign-up and no password. Open the page, drop the file, take the spreadsheet.
No per-bank templates
The converter reads the layout of the document itself instead of matching a bank name, so most text-based statements work. Tested on US and UK statements.
Excel, CSV or QuickBooks
A spreadsheet with the columns your statement has - date, description, amount, and the balance when the statement carries one - a plain CSV, or the narrow three-column file that QuickBooks and Xero accept for import.
Free
There is no payment step anywhere on the site, no card is asked for, and no trial is counting down.
Why "checks its own work" is the point
A PDF holds no table inside it - only text placed at coordinates. Pulling columns back out of that is inference, and inference can be wrong: an amount read as a balance, a wrapped description read as a new transaction. The question worth asking about any converter is whether it can tell you when it got it wrong.
If your statement has a running balance, there is a way to test it. Each row must satisfy one rule: previous balance + amount = current balance. When that holds row after row, the columns were read correctly, no transaction was dropped, and no transaction was counted twice. You see the result of that check on screen, before you download.
- Balance check passes - the table is arithmetically consistent with your statement.
- Balance check fails - you are told which way it is off and by how much, instead of getting a quietly wrong file.
- No balance column at all (most credit cards) - you are told that the direction of amounts is inferred, not verified.
How it works
Drop the PDF
Use the statement your bank gives you in online banking. Text PDFs work; scans and photos do not.
Read the table
Every row appears on screen, with a plain note on whether the balance adds up. Nothing is sent anywhere to make that happen.
Take the file
Excel with balances, a plain CSV, or the three-column CSV that QuickBooks and Xero import.
What happens to your file
Your statement is read by your own browser and is not sent anywhere. You do not have to take that on trust: open the Network tab in your browser's developer tools, then convert a file. The page loads its own scripts and nothing else - not one request carries your statement, because there is no address here to carry it to.
- No account, no email, no sign-up.
- Your file is not stored: it is read into memory, and closing the tab is the end of it. The only thing this site keeps in your browser is whether you chose the light or the dark theme.
- No file upload, ever - the only thing this site measures is how many people visit and how many finish a conversion.
Questions
Which banks are supported?
There are no per-bank templates - the converter reads the layout of the document itself, so most text-based statements work. It has been tested on US and UK statements. Chase, HSBC, Bank of America and American Express have a page each, with the quirks of their format spelled out. If a file comes out wrong, the settings panel above the table sets the date format, the balance column and the sign of the amounts by hand.
My statement is a scan or a photo. Can you read it?
No. This tool reads the text stored inside a PDF, and a scan holds a picture of the page instead of text. Download the PDF version from your online banking rather than scanning a paper copy.
How accurate is it?
When your statement has a running balance, the tool checks itself: every row must add up to the next balance. You see the result of that check on screen before you download. Where there is no balance column - most credit cards - it says so, and tells you that the direction of the amounts is inferred rather than verified.
Will the file import into QuickBooks or Xero?
The Download for QuickBooks button writes the narrow three-column file those tools expect: date, description, amount, with no balance column and no currency symbols. Dates keep the order your own statement uses, so check that it matches the date format your QuickBooks or Xero account is set to before you import.
What does it cost?
Nothing. There is no payment step on the site and no card is asked for.
Do you see my data?
No. There is no server to send it to. The page is static files; your PDF is opened by your own browser. The site does use visitor analytics, the way most sites do, and those counters see the page address - never anything from your file.