Getting Started With Bank Statement Conversion
Learn how to convert PDF bank statements to Excel or CSV in three simple steps. No more manual data entry.
You've got a PDF bank statement and you need that data in a spreadsheet. Copy-paste won't work—you'll end up with jumbled numbers and broken formatting.
Here's how to convert your statements properly in just a few steps.
What Is Bank Statement Conversion?
Bank statement conversion takes your PDF and turns it into an Excel or CSV file. Instead of a document you can only view, you get data you can actually work with.
The converter reads your statement and extracts the transactions automatically. Dates stay as dates, amounts stay as numbers, and everything lands in the right columns.
Why You Can't Just Copy-Paste
PDFs are designed to look good on screen, not to transfer data. When you copy from a PDF, formatting breaks and numbers land in wrong cells.
Scanned statements are even worse—they're just images. You can't select any text at all.
Dedicated conversion tools solve this by understanding bank statement layouts.
How to Convert Your Statement
Converting takes three steps and about 30 seconds total.
Step 1: Upload Your PDF
Drag your bank statement onto the converter or click to browse. Statements from any bank work—Chase, Bank of America, Wells Fargo, international banks, credit unions.
Download statements directly from your bank's website when possible. These "native PDFs" convert more accurately than scanned paper.
Step 2: Let It Process
The converter analyzes your document and extracts the transaction data automatically. This includes dates, descriptions, amounts, and balances.
No manual mapping or settings needed. Processing usually takes under 10 seconds.
Step 3: Download Your File
Choose your format and download:
- Excel (.xlsx) — Best for analysis and formulas
- CSV — Perfect for importing into accounting software
That's it. What would take an hour of manual entry takes seconds.
What You Can Do Next
Once your data is in spreadsheet format, you can:
- Import transactions into QuickBooks, Xero, or FreshBooks
- Create spending reports and charts
- Categorize expenses for tax preparation
- Reconcile accounts by comparing records
The data is yours to sort, filter, and analyze however you need.
Tips for Best Results
Use native PDFs: Download statements from your bank's website rather than scanning paper. You can tell it's native if you can highlight individual words in your PDF viewer.
Check for passwords: Some banks password-protect statements. The password is usually the last four digits of your account number.
Verify the output: After converting, spot-check a few transactions against your original PDF. This takes 30 seconds and catches any issues.
Try It Free
Ready to convert your first statement?
Upload a PDF now—you get 5 free pages every 24 hours. No credit card required.