Convert bank statement to CSV

Convert your bank statement to CSV without uploading it

A CSV is the plainest, most portable way to move transaction data between tools. Almost every accounting package, budgeting app, spreadsheet and database can read a comma-separated file, which is why "export to CSV" sits at the start of so many bookkeeping workflows. The catch is that your bank hands you a PDF, not a CSV, a document built for reading rather than importing. ConvertFin closes that gap: drop in a PDF bank statement and get back a clean CSV with one row per transaction, ready to import — the file is parsed entirely in your browser and never uploaded to a server.

What convert to CSV actually gives you

Every conversion produces the same four columns, in the same order, every time. Date holds the transaction date, normalised into one consistent column. Description carries the merchant or payee text as it appears on the statement. Amount is the value of the transaction, and Balance shows the running balance where the statement provides one.

The export is a standard CSV: comma-separated, with a header row on the first line. That consistency is the whole point of using CSV for bookkeeping. Once you set up a column mapping in your accounting software the first time, every month's file lines up the same way, with no re-mapping and no guesswork. Card statements that carry no running balance, such as American Express, simply leave the balance column empty while the date, description and amount stay complete.

Made for imports into accounting and budgeting software

If you keep your own books, do your own taxes, or reconcile accounts at month-end, you do not want a PDF, you want rows you can import. A CSV drops straight into the transaction-import flow of most bookkeeping and budgeting tools, and it opens cleanly in Excel or Google Sheets if you would rather work from a spreadsheet template.

For bookkeeping and reconciliation, import a month of transactions, match them against your ledger, and close the books faster than keying rows by hand. For accounting-software import, most tools that accept a CSV bank feed will take a standard date, description and amount file, so you map the columns once and reuse the mapping. For tax preparation, pull a whole year of statements into one sheet and total by category. For budgeting and analysis, sort, pivot and chart your spending in a spreadsheet instead of scrolling a PDF.

Prefer a formatted workbook with real numeric cells over a plain text file? You can convert the same statement to Excel instead, with the same private in-browser conversion and an .xlsx output. If you first want to see exactly what the CSV output holds, the anatomy of a bank statement CSV walks through the columns and delimiter, and the step-by-step guide covers the conversion screen by screen.