Free online tool
Bank Statement Converter
Convert a text-based PDF bank statement into a clean Excel or CSV transaction table online. No signup required.
Bank Statement Converter
Convert a text-based PDF bank statement into a clean Excel or CSV transaction table online. No signup required. Choose your file, review the selected list, then start the tool. The browser sends the file to the processing API and returns a downloadable result.
How it works
Upload one text-based PDF bank statement, choose XLSX or CSV, and start the conversion. Wrapped description lines are joined into the full transaction description. The signed amount is derived from DR/CR markers and statement-balance movement: credits are positive and debits are negative.
The result uses the shown output filename as a fallback when the server does not provide a specific download name. bank-statement-transactions.csv
File limits
One text-based PDF statement, up to 50 MB. Scanned PDFs are not yet supported.
This first version works with statements that contain selectable text. Image-only scans, handwritten statements, password-protected PDFs, and layouts without recognizable dated rows are not supported yet.
Privacy and file handling
Files are used only for the requested PDF task and are removed from temporary storage after processing.
Bank statements contain highly sensitive financial information. Files are written only to temporary processing storage and removed after the request completes; upload only statements you are authorized to process online.
Output quality
The tool is tuned for practical everyday documents. Very complex layouts, image-heavy PDFs, or scanned pages can affect the final result.
Bank statement layouts differ widely. The converter avoids inventing missing fields, but column alignment or debit and credit signs may still need correction. Compare every exported row with the original PDF before using it for bookkeeping, tax, lending, legal, or audit work.
Extract dated transactions from a PDF bank statement into a spreadsheet.
Limitations and edge cases
Statements with several dates or currencies on one row may require manual cleanup.
Unsigned transaction amounts are preserved without guessing whether the bank intended debit or credit.
Continuation lines and unusual multi-column layouts may not be joined to the correct description.
Example input and output behavior
Input: a selectable-text PDF with dated transaction rows.
Output: an XLSX or CSV table with ENTRY DATE, TRANSACTION DESCRIPTION, TRANSACTION AMOUNT, and STATEMENT BALANCE columns.
Review: reconcile the exported row count and ending balance against the original statement.
When this tool is not the right choice
Not suitable for image-only scans until OCR support is added.
Not a replacement for an audited bank feed or verified accounting import.
Common uses
- Moving transaction rows into a spreadsheet for categorization, reconciliation, or expense review.
- Creating a CSV import starting point when a bank offers PDF statements but no direct data export.
Troubleshooting
- If no transactions are detected, check whether you can select and copy text from the PDF. A scanned image requires OCR and is not supported in this version.
- If amounts appear in the wrong column, download CSV and compare the affected rows with the original statement before editing them.
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Frequently asked questions
How does the bank statement converter work?
Upload a text-based PDF statement, choose Excel or CSV, and the converter exports ENTRY DATE, TRANSACTION DESCRIPTION, TRANSACTION AMOUNT, and STATEMENT BALANCE. Credits are positive and debits are negative.
Can it convert scanned bank statements?
Not yet. Image-only scans require OCR. If no selectable text or transaction rows are found, the converter explains that the statement cannot be processed.
Should I check the spreadsheet?
Yes. Bank layouts vary, so always compare dates, amounts, signs, and balances with the original statement before accounting or legal use.