Convert a PDF bank statement to Excel
Turn a PDF bank statement into a spreadsheet you can sort, filter and run formulas on. The converter outputs a clean file that opens directly in Excel and Google Sheets.
- CSV
- Excel
Drag & drop or click here
- Secure encrypted upload
- We never sell or share your data
- Totals checked against your statement
A bank statement PDF is built for reading, not for analysis. Copy-pasting it into Excel merges columns, splits amounts across cells and loses the running balance, so you end up retyping rows by hand.
This converter reads the statement, rebuilds every transaction into proper Date, Description, Amount and Balance columns, and reconciles the result against your opening and closing balances. You download a spreadsheet that is ready to total, pivot and chart.
Why convert a bank statement to a spreadsheet
A spreadsheet keeps each value in its own typed cell, so amounts stay numeric and dates stay sortable. That is what lets you SUM a column, filter by date, or build a pivot table, none of which work on a flat PDF.
Accountants and bookkeepers usually want statements in Excel or Google Sheets to categorise transactions, tie them to receipts, and prepare them for the books before import.
- Clean Date, Description, Amount and Balance columns, ready for formulas.
- Numbers stay numeric and dates stay sortable, so SUM, filter and pivot all work.
- Reconciled to the statement's opening and closing balance, so the totals are right.
- Opens directly in Excel, Google Sheets, Numbers and LibreOffice.
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
Every transaction is extracted, dated and checked against your balances in seconds.
- 3
Open in Excel
Download the spreadsheet and open it straight in Excel or Google Sheets.
Frequently asked questions
Do I get an .xlsx file or a CSV?+
Today you download a clean CSV, which opens directly in Excel, Google Sheets, Numbers and LibreOffice with every column in place. A native .xlsx export is on the way.
Will the columns and dates stay correct in Excel?+
Yes. Amounts are kept numeric and dates are normalised, so Excel treats them as numbers and dates rather than text. That is what lets you total, sort and pivot straight away.
Does it keep the running balance?+
Yes, where your statement prints one. The converter also carries the balance forward across rows so the spreadsheet reconciles to your closing balance.
Can I convert several statements into one spreadsheet?+
Yes. Convert each monthly PDF, then combine the periods in your spreadsheet. Each statement is reconciled against its own opening and closing balance first.