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Bank statement to Excel

Upload a PDF or CSV statement and download an .xlsx workbook with one row per transaction. Dates, descriptions, and amounts arrive in separate columns, so the file opens ready to sort, filter, or import.

Upload a file

What the Excel file contains

  • One row per transaction, in the order they appear on the statement
  • Separate columns for date, description, and amount
  • A balance column when the statement prints a running balance
  • Your numbering left exactly as the statement shows it — nothing recalculated or merged

How to convert

  1. Upload your statement

    Drop in the PDF or CSV you downloaded from your bank.

  2. Choose Excel

    Leave the output format on Excel — it is preselected on this page.

  3. Download the workbook

    Open the .xlsx in Excel, Numbers, or Google Sheets.

Why this is more accurate than OCR

OCR reads a statement by position on the page. When a description wraps onto a second line, or the debit and credit columns sit close together, a positional parser attaches the wrong text to the wrong number.

Read by position

02/03  DIRECT DEBIT 4471
       ACME INSURANCE LTD   120.00
04/03  CARD PAYMENT
       NORTHGATE MARKET     -38.40

The wrapped line becomes a second transaction, and the amount lands on the wrong row.

Read as content

02/03  DIRECT DEBIT 4471 ACME INSURANCE LTD    120.00
04/03  CARD PAYMENT NORTHGATE MARKET           -38.40

One row per transaction, the description kept whole, the amount in the amount column.

Frequently asked questions

How do I convert a bank statement to Excel?

Upload the PDF or CSV from your bank above, keep Excel as the output format, and download the .xlsx file. Nothing to install and no account to create.

Can I convert a PDF bank statement to Excel?

Yes — PDF is the most common input. Text-based PDFs give the cleanest result; scanned, image-only statements depend on OCR and may need a quick review before you use the file.

Will the columns line up correctly?

Transactions are read from the content of the statement rather than from fixed page coordinates, so a description that wraps onto a second line stays with its transaction instead of being cut in two or shifting the amount into the wrong column.

Can I open the file in Google Sheets?

Yes. The .xlsx opens in Excel, Numbers, and Google Sheets without conversion, and it can also be imported into most accounting tools.

Is my statement kept after conversion?

No. The file is used only to produce your converted copy and is deleted right after.

Do I need an account?

No. The converter works without signing up.

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