Convert a bank statement to Excel
Drop in a PDF statement and get a clean spreadsheet of dates, descriptions, money in, money out and balance. The file is read in your browser and never uploaded.
The first 10 pages in this browser are free, then 100 pages cost £9. Downloaded PDF statements from online banking work best; only the layouts listed below are confirmed so far.
How to convert a bank statement to Excel
Download the statement from your online banking as a PDF. Drop it into the box above. Check the table, then download it as an Excel workbook or a CSV file. Money out and money in are kept in separate columns, with the running balance, so totals are easy to check.
Statements that are photographs or scans do not contain text, so they cannot be read yet.
Common questions
Is my statement uploaded anywhere?
No. The conversion runs in your web browser. The file stays on your device.
Which banks does it work with?
So far it has been tested on fourteen sample layouts and on one real Royal Bank of Scotland statement containing 305 transactions; all 305 transactions were reproduced exactly. It has not yet been confirmed using real statements from other banks. A bank will be listed here only once it is confirmed. The layouts covered include separate money-out and money-in columns, a date shown once per day, a single signed amount column, no balance column at all, CR and DR markers, bracketed negative amounts, entries written across two lines with the money on the second, and statements running over several pages. If a file cannot be read, nothing is charged.
How do I know the figures are right?
Every row is checked to see that the running balance adds up and that no row appears twice, and anything that does not add up is highlighted. That test cannot tell whether a description belongs to the right transaction, so compare the descriptions with your statement as well.
How much does it cost?
The first 10 pages in this browser are free. After that, 100 pages cost £9, to use within 12 months, with no subscription. No pages are taken if a statement cannot be read or a running balance does not add up. See pricing.
Check the converted figures against your statement before you rely on them. Scanned statements (photographs or image-only PDFs) are not supported yet.