Bank Statement to Excel

Turn a bank or card PDF into rows: date, shop, amount. Download CSV that Excel opens

100% free. Runs entirely in your browser - your files and data never leave your device and nothing is uploaded to any server.

account_balance

Drop a bank or credit-card PDF

Text PDFs work. Scans need OCR first. Max 20 MB. Nothing is uploaded. Extraction starts as soon as you pick a file.

0 transaction(s)USD 0.00Credits 0.00 · Debits 0.00

No dated amount lines yet. Drop a statement, or load a country sample. If this is a scan, run OCR first.

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About this tool

Bank PDFs are designed to print, not to paste into a spreadsheet. This tool extracts text lines, then looks for dates and amounts in common US, UK and Australian layouts (MM/DD/YYYY, DD/MM/YYYY, and $ / £ / AUD style figures). The result is a CSV you can open in Excel or Google Sheets. It is a heuristic, not a licensed bank feed - always spot-check totals.

How to use this tool

  1. Open the statement PDFText-based statements work best. A photographed scan may need OCR first.
  2. Review the rowsLoad a US, UK or AU sample pattern if you want to see the date and amount columns without a file.
  3. Download CSVOpen it in Excel, Google Sheets or your bookkeeping app.

How to convert a bank statement PDF to Excel

Upload the statement PDF and the tool finds the transaction lines - dates, descriptions and amounts - in common US, UK and Australian layouts, then gives you a CSV file. Open it in Excel or Google Sheets to sort, filter, total by category or import into budgeting software.

Always check the totals against the statement: add up the money in and money out columns and compare them with the statement’s summary. Scanned statements need OCR first, because they contain no text to read.

Key features

  • No bank login and no upload to a fintech aggregator.
  • CSV that Excel and Sheets open without a paid converter.
  • Samples for USA, UK and Australia date formats.

Common uses

  • Getting three months of transactions into a budget sheet.
  • Handing a CSV to an accountant who will not retype a PDF.

Tips for better results

  • If rows look scrambled, the PDF may be a scan - run PDF to OCR first.
  • Check opening and closing balance against the CSV total.

Mistakes to avoid

  • Treating a missed fee as “the bank is wrong” - the parser can skip a line.
  • Uploading a statement to a random website that keeps a copy. This one stays local.

Frequently asked questions

Add up the amounts column in Excel or Google Sheets and compare it with the movement between the opening and closing balance on the PDF. If the two match, no transactions were dropped; if they differ, sort by date and look for the missing day, which is usually a multi-line description.

Any PDF with a selectable text layer and dates plus amounts on a line. Layouts vary; US, UK and Australian samples show the date styles we look for.

No. It is a text parse of the PDF you already downloaded from your bank.

Use PDF to OCR first, then bring the searchable PDF here.

No. Parsing runs in your browser.

Multi-line descriptions and unusual date formats can be skipped. Add them by hand and tell us the layout if it happens often.

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