Question 1

How do I convert my first bank statement?

Accepted Answer

It's easy! Just sign up, head to your dashboard, and drag your PDF bank statement onto the upload area. Our system automatically detects the format and extracts all transactions within seconds. You can then download your data as Excel, CSV, TSV, JSON, or accounting formats like OFX and QBO.

Question 2

What file formats are supported?

Accepted Answer

We support PDF files from virtually any bank. Most bank statements come as PDFs, and our intelligent parser can handle a wide variety of formats and layouts. We export to Excel, CSV, TSV, JSON, and accounting formats (OFX, QBO, QFX, QIF) for QuickBooks, Quicken, Xero, and more.

Question 3

Do I need to create an account?

Accepted Answer

Yes, you'll need an account to use the converter. This allows us to track your usage and provide you with conversion history. Don't worry - signing up takes just a few seconds with email or Google login.

Question 4

Is there a free trial?

Accepted Answer

Yes - every plan comes with a 7-day free trial. Sign up with a credit card, use any tool you need during the trial, and cancel anytime before day 7 if you don't want to continue. After the trial, your subscription starts at the plan you selected.

Question 5

Which banks are supported?

Accepted Answer

We support statements from virtually any bank worldwide! Our intelligent parser doesn't rely on templates - it analyzes the structure of your PDF and extracts transaction data automatically. Whether it's a local credit union or a major international bank, we've got you covered.

Question 6

Can I convert statements from international banks?

Accepted Answer

Absolutely! Our system works with bank statements in any language and currency. The parser identifies transaction patterns regardless of the language used, and correctly handles various date and number formats.

Question 7

What if my statement has a unique format?

Accepted Answer

Our parser is designed to handle unusual layouts. In the rare case that a conversion doesn't work perfectly, reach out to our support team - we're happy to help troubleshoot and improve our system for your bank's format.

Question 8

Is my data secure?

Accepted Answer

Yes. PDFSub uses three processing layers. About 28 editing and page tools run entirely in your browser - files never leave your device. About 37 conversion tools are powered by the PDFSub Engine, an isolated server with no internet access; files are encrypted during transfer and auto-deleted after processing. About 12 AI tools use encrypted server processing with automatic deletion. Pro and Business subscribers can optionally save files to encrypted cloud storage. You always control what gets saved.

Question 9

Are my files stored on your servers?

Accepted Answer

For browser-based tools (~28 tools), files never leave your device. For PDFSub Engine tools (~37 tools), files are sent to an isolated server with no internet access, encrypted during transfer, and auto-deleted after processing. For AI tools (~12 tools), files are encrypted during transfer, processed in secure environments, and auto-deleted (typically within 1 hour). We don't access or review your document contents. Pro and Business plans include optional encrypted cloud storage with retention periods from 30 to 365 days.

Question 10

Which tools use browser vs server processing?

Accepted Answer

Browser-based (no upload): editing, annotations, forms, signatures, merge, split, rotate, reorder, compress, watermark, page manipulation, and security tools. PDFSub Engine (isolated server, no internet): format conversions (Word, Excel, PowerPoint, HTML, EPUB, RTF, ODT, image formats), compression, OCR, and scan enhancement. AI-powered (encrypted server): summarize, translate, chat, data extraction, and financial document analysis. All server-processed files are encrypted in transit and auto-deleted after completion.

Question 11

What's the difference between one-time purchase and subscription?

Accepted Answer

One-time purchases give you a set number of pages to use within a timeframe (30-90 days). Subscriptions give you a monthly page allowance that renews each month, plus extra features like cloud storage, batch processing, and priority support.

Question 12

How do I upgrade or downgrade my plan?

Accepted Answer

You can change your plan anytime from your account settings. Upgrades take effect immediately with prorated billing. Downgrades take effect at the start of your next billing cycle. You can also switch between monthly and annual billing.

Question 13

Can I cancel anytime?

Accepted Answer

Yes! You can cancel your subscription at any time with no questions asked. You'll retain access to your plan features until the end of your current billing period.

Question 14

What payment methods do you accept?

Accepted Answer

We accept all major credit cards (Visa, Mastercard, American Express) through our secure payment processor, Stripe. We also support Apple Pay and Google Pay in supported browsers.

Question 15

What's the maximum file size?

Accepted Answer

File size limits depend on your plan: Basic/Standard one-time purchases support up to 5MB, Starter subscription up to 5MB, Pro up to 10MB, and Business up to 20MB. Most bank statements are well under these limits.

Question 16

How many pages can a statement have?

Accepted Answer

There's no page limit per statement - you can upload multi-page PDFs of any length. Pages are counted toward your allowance based on how many pages are in each PDF you convert.

Question 17

Why did my conversion fail?

Accepted Answer

Conversion failures are rare but can happen with heavily formatted PDFs, scanned/image-based documents, or password-protected files. Make sure your PDF contains selectable text (not just images) and isn't password protected. Contact support if issues persist.

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