Statement to ExcelTurn PDF bank statements into spreadsheets, privately

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.

Try 10 pages free. Then £9 for 100 pages.

10 free pages in this browser. £9 buys 100 pages, valid for 12 months. One payment, no subscription. Full refund within 14 days, even if you have used the pages.

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Drop a PDF statement hereorYour statement is processed in this browser and is not uploaded to us.

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.

Private by designYour statement is read on your own device and never uploaded. We only count anonymous events, never anything from your statement.
Excel and CSVDownload it as Excel or CSV, as a ready-made Xero import file, or as an OFX file for other accounting software. The Xero file is tested end to end against a live Xero account: every column and every transaction mapped correctly.
Built for busy peopleAccountants, bookkeepers, mortgage brokers, solicitors preparing financial disclosure, and anyone doing a tax return.

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. Xero, QuickBooks and FreeAgent each expect their own column layout, so there is a separate download built to the layout each company publishes, along with an OFX file for other packages. Long statements are split into numbered parts, because Xero and QuickBooks each limit how much can go in at once.

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 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. The first 10 pages in this browser are free; after that, 100 pages cost £9. 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.