Free Beta · No Signup
Convert Bank Statement PDF to Excel or CSV
Upload a text-based bank statement PDF, review extracted transactions and balance checks, then download a clean Excel or CSV file.
- No bank login required
- No signup required
- Deleted after processing*
Drag & drop or choose a PDF
Text-based PDFs only · Max 20MB · Up to 30 pages
Scanned or image-only PDFs are not supported yet.
*Files are deleted after processing unless you explicitly choose to share a sample to help improve parsing.
Example output
Sample data — fictional transactions, not from a real account. ✓ Balance verified
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-01-02 | ACME PAYROLL DEPOSIT | 2,500.00 | 3,500.00 | |
| 2026-01-03 | COFFEE SHOP DOWNTOWN | 4.50 | 3,495.50 | |
| 2026-01-05 | GROCERY MARKET #214 | 86.20 | 3,409.30 | |
| 2026-01-08 | CITY UTILITIES | 64.10 | 3,345.20 | |
| 2026-01-10 | TRANSFER FROM SAVINGS | 200.00 | 3,545.20 | |
| 2026-01-12 | ONLINE STORE ORDER | 39.99 | 3,505.21 |
Excel (.xlsx)
Spreadsheet ready for Excel or Google Sheets, with transaction columns and balances.
CSV
Clean comma-separated rows for imports, scripts, and bookkeeping workflows.
Balance check before export
When opening and closing balances are available, we verify the statement math before you download:
Opening Balance + Credits − Debits = Closing Balance
- ✓ Balance verified — the math matches.
- Balance mismatch — review transactions before export. We never invent transactions to force a balance match.
How it works
Step 1
Upload
Choose a text-based PDF bank statement (or try the sample).
Step 2
Review
Check transactions and balance status on the preview.
Step 3
Export
Download Excel (.xlsx) or CSV when ready.
Supported statements
Best for
- Text-based PDF bank statements
- Checking accounts
- Savings accounts
Not supported yet
- Scanned PDFs / images (no OCR)
- Investment / brokerage statements
- Non-English formats
See supported statements for more detail.
How we handle your PDF
When you upload, the PDF is sent to our processing server to extract text and map transactions. By default, the original file is written only to temporary storage and deleted after processing (including on errors). Preview data lives briefly in server memory for export, then expires.
Analytics collect anonymous technical metrics (for example parse status and transaction count). They do not store full transaction lists, descriptions, or account numbers.
After a successful export, you may optionally agree to share that one PDF so we can improve parsing. Sharing is never automatic. Learn more in the privacy policy. Questions: privacy@bankstatementxls.online.
What is a bank statement converter?
A bank statement converter turns a text-based PDF statement into structured rows you can open in Excel, Google Sheets, or accounting tools — without retyping transactions by hand. This free beta focuses on preview and balance checks before export.
FAQ
How do I convert a bank statement PDF to Excel?
Upload a text-based bank statement PDF on this page. Review the extracted transactions and balance check, then download Excel (.xlsx). No signup is required.
Can I convert a bank statement PDF to CSV?
Yes. After preview, choose CSV export for structured rows you can open in spreadsheets, databases, or bookkeeping workflows.
Does this work with scanned bank statements?
Not in this free beta. Scanned or image-only PDFs are unsupported because there is no OCR. If you can select text in a PDF viewer, the file is usually text-based and may work.
Is my bank statement stored?
By default the original PDF is deleted after processing. We do not keep full transaction lists or account numbers in analytics. After export, you may optionally share that one PDF to help improve parsing — sharing is never automatic.
Do I need to connect my bank account?
No. There is no bank login. You only upload a PDF you already have.
Why does balance verification matter?
When opening and closing balances are available, we check Opening Balance + Credits − Debits = Closing Balance. That helps you spot missing or mis-read rows before you export.
What happens if the balance does not match?
You will see a mismatch warning on the preview. Review the table carefully. We never invent transactions to force a match.
More tools
- Bank Statement to Excel — focused Excel (.xlsx) export workflow
- Bank Statement to CSV — clean CSV rows for imports and reconciliation
- PDF Bank Statement to Excel — text-based vs scanned PDF tips
- Supported Statements — what works in this free beta