Bank Statement Converter — Convert Bank Statement PDF to Excel

Convert a PDF bank statement to Excel (.xlsx), CSV or JSON. Free for 3 pages a day, with no signup and no card. Works with any bank whose PDF statement has a table of transactions.

Every conversion is reconciled against the totals your statement prints about itself. A row whose figures do not explain the movement in the balance is named in the Verify report, not silently corrected — so you know what to check before you file it.

Also converts to QBO for QuickBooks, QFX and QIF for Quicken, OFX for GnuCash and Microsoft Money, a CSV in the columns Xero's import maps, QIF for MYOB, and Tally XML for TallyPrime.

Your file is deleted from our server when the conversion finishes. Statements are never sold or used for advertising.

How to convert a bank statement PDF to Excel

Converting a statement in three steps

Upload the PDF
Drag the statement in, or click to browse. Password-protected files work too — you'll be asked for the password.
It reads and checks the table
Every row is copied as the bank printed it, then checked against the statement's own running balance and, where it prints them, its totals.
Download the file you need
Excel, CSV or JSON with the bank's own columns exactly as printed, and in Excel a Completeness sheet naming any row the figures disagree on.

Who uses a bank statement converter

Chartered accountants & bookkeepers

Stop retyping a client's twelve months of statements. Import into QuickBooks as QBO, Xero as its own CSV, Tally as XML vouchers or Zoho Books as CSV or OFX, and keep the Completeness sheet as the record of what was checked.

Lenders & loan underwriters

Assess an applicant's cash flow in minutes. Every row is checked against the statement's own balance, so the broken arithmetic an edited PDF so often leaves behind is flagged before it reaches a credit decision.

Business owners & finance teams

Build cash-flow models, categorise spend and chase unpaid invoices from data you can actually filter and pivot — instead of a PDF you can only read.

Anyone doing their own taxes

Pull a year of transactions into a spreadsheet, sort by amount or description, and find every deductible expense without scrolling through 28 pages.

Frequently asked questions

How do I convert a bank statement PDF to Excel?

Upload the PDF, wait a few seconds while it is read and reconciled, then download the result as Excel (.xlsx), CSV or JSON. No signup is required.

Is the bank statement converter free?

Yes, for 3 pages a day without an account and 5 pages a day once you sign in, resetting at 00:00 UTC. Paid plans give a monthly allowance of 200 to 7,000 pages and add batch conversion and the API.

Which banks are supported?

Any bank whose statement PDF has a table of transactions. A bank nobody has uploaded before converts the same way as HDFC, Chase or Barclays, and the Completeness sheet says whether the result adds up.

Is it safe to upload a bank statement?

Files are uploaded over an encrypted connection and deleted from our server when the conversion finishes. They are never sold or used for advertising. The privacy policy names the services that read the pages.

How accurate is the conversion?

Every row is checked against the running balance the statement prints, and the statement's own totals are checked where it prints them. Press Verify transactions under the preview to see the result: when everything agrees it says so; when something does not, the rows are named instead of hidden. A statement with nothing to check against is said to have nothing to check against, not marked as passed.

Can it handle scanned or photographed statements?

Yes. Scans and photos convert too, but they are inherently harder than digital PDFs, so check the Completeness sheet before relying on the numbers.

Are password-protected PDFs supported?

Yes. If your statement is locked, you'll be prompted for the password. It is used only to open that file and is never stored.

Can I convert long multi-page statements?

Yes. A statement of hundreds of pages converts in one pass, and the balance check runs across every row. Every page counts against your allowance, so on the free tier a long statement converts its first pages and holds the rest back.

Can I use the output for tax filing?

The converted data is suitable for preparing returns and for accounting software, but always check it against your original statement first. It is a data-conversion tool, not tax advice.

Bank statement guides by bank

Walkthroughs for particular banks: how each one lays out its statement, and what to check once it is converted.

United States

United Kingdom

India

UAE and Singapore

Every guide, for every bank and format

Every format

Bank Statement PDF to Excel — Every row as printed, plus a Completeness sheet naming anything that does not add up.
Bank Statement PDF to CSV — Plain CSV for import anywhere, UTF-8 with a BOM so Excel opens it without mangling.
Bank Statement PDF to JSON — Rows, headings and the verification result in one object, for developers.
Bank Statement PDF to QBO — A QuickBooks Web Connect file, with a unique FITID on every transaction.
Bank Statement PDF to QFX — Carries the INTU.BID tag Quicken requires — without it Quicken rejects the file.
Bank Statement PDF to QIF — The oldest and simplest format, and the one almost everything can still read.
Bank Statement PDF to OFX — Read by GnuCash, Microsoft Money, Xero and most banking software.
Bank Statement PDF to CSV for Xero — Xero's import wizard takes CSV, OFX, QFX, QBO or QIF — all of which are here.
Import Bank Statement to MYOB — MYOB does not read PDF. QIF is the format its import expects — set the date format to MM/DD/YYYY when it asks.
Credit Card Statement PDF to Excel — Visa, Mastercard, Amex and co-brand statements — transactions only.
Credit Card Statement PDF to CSV — The transaction table on its own, without the marketing pages around it.
Bank Statement PDF to Tally XML — A month of rows arriving in TallyPrime as finished Payment and Receipt vouchers.
CSV to QBO Converter — QuickBooks reads a QBO with no columns to map. Desktop cannot import a bank CSV at all.
CSV to QFX Converter — Quicken will not import a CSV. QFX is the format it was built to read.
CSV to QIF Converter — The format MYOB, older Quicken and a long tail of accounting software still take.
CSV to OFX Converter — The open format — Xero, GnuCash, MoneyWiz and most things that are not Intuit.
CSV to IIF Converter — QuickBooks Desktop has no CSV import for transactions. IIF is what it takes.
Excel to QIF Converter — A bank's Excel download, or a register you keep in a workbook, as a QIF.
Excel to IIF Converter — A workbook of transactions as an IIF, which QuickBooks Desktop imports under File, Utilities, Import.
OFX to CSV Converter — An OFX opened as a spreadsheet, with the payee text put back together.
OFX to QBO Converter — The same transactions with the Intuit tags QuickBooks checks for.
OFX to QFX Converter — For Quicken, which refuses a plain OFX.
OFX to IIF Converter — For QuickBooks Desktop, which takes an IIF straight into the register.
OFX to PDF Converter — An OFX made readable — a plain transaction report you can print or send.
QBO to CSV Converter — A QuickBooks Web Connect file as a plain CSV, for Sheets, Numbers or another import.
QBO to IIF Converter — For the QuickBooks Desktop imports that take IIF rather than Web Connect.
QBO to OFX Converter — A QuickBooks Web Connect file as plain OFX, for software that does not take a .qbo.
QBO to Excel Converter — A QuickBooks Web Connect file as a workbook you can sort, filter and add up.
QBO to PDF Converter — A QuickBooks file turned into something a person can read.
QFX to CSV Converter — A Quicken file as a spreadsheet you can open anywhere.
QFX to Excel Converter — Straight to .xlsx — no import step, no encoding to choose.
QFX to OFX Converter — Intuit's tag taken out, for software that asks for an .ofx rather than a .qfx.
QFX to QBO Converter — From the Quicken file to the QuickBooks one.
QFX to QIF Converter — For MYOB, older Quicken, and anything that predates the OFX family.
QFX to IIF Converter — A Quicken download posted straight into a QuickBooks Desktop register.
QFX to PDF Converter — A Quicken file turned into a readable, printable table.
QIF to CSV Converter — With the date ambiguity QIF is famous for resolved, and reported.
QIF to Excel Converter — Every QIF transaction in an .xlsx, from a format whose dates are the hard part.
QIF to QBO Converter — QuickBooks dropped QIF support. QBO is the way in now.
QIF to QFX Converter — Quicken's Web Connect import takes a QFX, not a QIF.
QIF to OFX Converter — A QIF rewritten as plain OFX, for software that no longer reads QIF.
QIF to PDF Converter — An old QIF archive made readable again.
IIF to CSV Converter — QuickBooks Desktop's own format, opened as a spreadsheet.
IIF to Excel Converter — Straight to .xlsx, with the interleaved rows untangled.
IIF to QIF Converter — QuickBooks Desktop transactions, with their categories, for software that reads QIF.