Convert a PDF bank statement to CSV
Drop in a PDF statement and download a CSV file of dates, descriptions, money in, money out and balance. The file is read in your browser and never uploaded.
Your first 10 pages are free. Downloaded PDF statements from online banking work best; only the layouts listed below are confirmed so far.
What the CSV file contains
Each row is one transaction, with these columns: Date (day/month/year), Description, Money out, Money in, Amount (used when a statement has a single signed amount column), Balance and Check. The Check column is blank unless a row needs attention, for example because the running balance does not add up or the row appears twice.
The file uses commas between columns and UTF-8 text, so it opens in Excel, Google Sheets and Numbers. Bookkeeping software such as Xero, QuickBooks and FreeAgent each expect their own column layout, so you may need to match the columns when you import the file.
Limits
The converter reads PDF statements downloaded from online banking. Scanned or photographed statements contain no text and cannot be read yet. So far it has been tested on sample statements in six common layouts; it has not yet been confirmed with real statements from particular banks. Your first 10 pages are free on each device. Always compare any highlighted rows with the original statement.
Common questions
Is my statement uploaded anywhere?
No. The conversion runs in your web browser. The file stays on your device.
Should I use CSV or Excel?
Use CSV if you are importing into bookkeeping software or another system. Use Excel if you want to sort, total or annotate the figures yourself. The converter page offers both.
Why are money in and money out in separate columns?
Most statements show them separately, and keeping them apart makes totals easy to check. If your software needs a single amount column, you can combine them in a spreadsheet before importing.
Check the converted figures against your statement before you rely on them. Scanned statements (photographs or image-only PDFs) are not supported yet. This is a draft tool under test.