Convert a PDF bank statement to CSV
Turn a PDF bank statement into a clean, consistent CSV you can import into accounting software, databases and scripts.
- CSV
- Excel
Drag & drop or click here
- Secure encrypted upload
- We never sell or share your data
- Totals checked against your statement
CSV is the format accounting tools and importers actually accept. A PDF statement is not importable, so to get your transactions into QuickBooks, Xero, Wave or your own system, you first need a clean CSV.
This converter turns the statement into a CSV with one row per transaction and consistent columns, then reconciles it against your opening and closing balances so nothing is dropped or duplicated before you import.
Why CSV for bank statements
CSV is plain text and universal: every spreadsheet app, accounting package and database reads it. That makes it the safest format for moving transactions between tools.
Most accounting platforms import bank activity through a CSV upload, mapping your columns to their fields. A clean, consistent CSV is what makes that mapping painless.
- One row per transaction with consistent, predictable columns.
- Imports into QuickBooks, Xero, Wave and most accounting tools via their CSV upload.
- Reconciled to the statement totals, so no rows are missed or double-counted.
- Plain text that also opens in Excel and Google Sheets if you want to review it first.
How to convert your statement
- 1
Upload your statement PDF
Drag in one or more PDF statements. Digital and scanned files both work.
- 2
Convert and reconcile
Transactions are extracted, dated, signed and checked against your balances.
- 3
Download the CSV
Download a clean CSV, then import it into your accounting tool or open it in a spreadsheet.
Frequently asked questions
Can I import the CSV into QuickBooks or Xero?+
Yes. QuickBooks, Xero and most accounting tools import bank transactions through a CSV upload where you map the columns to their fields. The converter produces a consistent CSV that suits that flow.
What columns are in the CSV?+
Each row carries the transaction date, description and amount, plus the running balance where your statement provides one. Debits and credits stay correctly signed.
Is the CSV comma-separated?+
Yes, it is a standard comma-separated file with a header row, readable by spreadsheets, accounting software and scripts alike.
Will it handle multiple accounts or months?+
Yes. Combined statements are split per account, and you can convert each month in turn. Every statement is reconciled to its own opening and closing balance.