Convert bank statement to Excel
Convert a PDF bank statement into a clean Excel (.xlsx) file with every transaction split into date, description, amount and balance columns. Processed in your browser, never uploaded.
Drop your PDF bank statement here
or click to choose a file, converts to Excel in seconds
100% private · never uploadedWorks with statements from
Convert a bank statement to Excel in three steps
No install, no upload, no waiting on a server — the whole thing happens in this tab.
- 1
Drop in your PDF
Drag a PDF bank statement onto the converter, or click to choose one.
- 2
We extract the transactions
Dates, descriptions, amounts and balances are detected in your browser.
- 3
Download Excel or CSV
Preview the table, then export a clean spreadsheet in one click.
| Date | Description | Amount | Balance |
|---|---|---|---|
| 03/04 | Payroll — ACME CORP | +2,450.00 | 8,912.36 |
| 03/06 | Whole Foods Market | −84.19 | 8,828.17 |
| 03/09 | Transfer to Savings | −500.00 | 8,328.17 |
| 03/12 | Shell Gas Station | −52.40 | 8,275.77 |
A real four-column export — the same layout for every bank.
Built around one idea: your statement is yours
A converter that treats your most sensitive document with the privacy it deserves.
Private by design
Your PDF is parsed entirely in your browser with JavaScript. It is never uploaded to a server — your financial data never leaves your device.
Clean Excel & CSV
Get a tidy table of date, description, amount and balance, ready for Excel, Google Sheets, or import into accounting software.
No signup to start
Drop a file and download the result. No account, no email, no watermark on your first conversions.
Works with most banks
Layout-based extraction handles the common statement formats used by Chase, Bank of America, Wells Fargo, Capital One, and hundreds more.
Pick the output your workflow expects
The same private, in-browser conversion every time.
Convert bank statement to Excel
Export a clean .xlsx workbook with numeric amounts, ready for pivots and formulas.
Bank statement to Excel
See how transactions map into Date, Description, Amount and Balance columns.
Convert bank statement to CSV
Import-ready CSV for QuickBooks, Xero and Wave bookkeeping.
What a bank statement CSV contains
See the CSV columns and delimiter, then open it in Excel or Sheets.
Bank statement to OFX
The open banking format Xero, Wave, Quicken and GnuCash import directly.
Bank statement to QIF
For Quicken, GnuCash, Moneydance, MoneyMoney and Banktivity.
From a PDF bank statement to a working Excel spreadsheet
A PDF bank statement is easy to read and impossible to work with. The numbers are locked inside a page layout, so the moment you try to copy them into Excel the columns collapse, dates merge into descriptions, and amounts land in the same cell as the text next to them. If you have ever pasted a statement into a spreadsheet and spent twenty minutes un-picking it row by row, you already know the problem.
ConvertFin converts your PDF bank statement into a proper Excel workbook (.xlsx) with the transactions split into real columns. Instead of one wall of text, you get a clean table you can sort, filter, total and pivot, the way a spreadsheet is meant to work. Amounts come through as actual numbers rather than text, so a SUM just works and Excel stops complaining that it cannot add the cells. The whole conversion runs on your own device — the PDF is parsed in your browser and never uploaded, so it is safe to convert documents that show your full account number, balance and spending. For a column-by-column look at how each transaction maps into the spreadsheet, see bank statement to Excel.
Why convert your bank statement to Excel
Different jobs, one underlying need: the numbers have to be editable.
- Budgeting and personal finance. Categorise transactions, tag recurring subscriptions, and chart where the money actually goes.
- Bookkeeping and reconciliation. Match statement lines against your ledger, then import the cleaned data into your accounting tool. If it prefers a plain file, you can export to CSV instead.
- Tax preparation. Hand your accountant a spreadsheet they can filter and total, instead of a stack of PDFs they have to re-key.
- Loan and mortgage applications. Turn several months of statements into one summarised sheet with a pivot table.
- Expense reports. Pull business charges out of a personal statement in seconds by filtering the Description column.
Ready to convert one? Drop a statement into the converter above. For the detailed walkthrough with troubleshooting, read the step-by-step guide to converting a statement to Excel, or start from the bank statement converter home page.
Frequently asked questions
How do I convert a bank statement PDF to Excel?
Drop the PDF onto this page, wait a moment while the transactions are extracted in your browser, then click "Excel (.xlsx)" to download the spreadsheet. No signup is needed to start, and the file is never uploaded to a server.
Will the amounts come through as real numbers I can sum in Excel?
Yes. Amounts and balances are placed in their own columns and exported as numeric values, so Excel treats them as numbers. You can SUM, sort, filter and build pivot tables straight away, with no cleanup.
Does the file get uploaded anywhere?
No. The PDF is parsed locally in your browser with JavaScript, so your statement never leaves your device. Nothing is sent to or stored on a server.
What columns will the Excel file have?
Four columns: Date, Description, Amount and Balance, one row per transaction. If your statement is a card statement with no running balance (for example American Express), the Balance column will simply be empty.
Can I open the file in Google Sheets or Numbers instead of Excel?
Yes. The export is a standard .xlsx workbook, which opens directly in Microsoft Excel, Google Sheets and Apple Numbers.
Which banks does it work with?
It reads the statement layout rather than a single bank template, so it works with most statements, including Chase, Bank of America, Wells Fargo, Capital One, Citibank, American Express, U.S. Bank and PNC.
My statement is a scan or a photo. Will it convert?
Only PDFs with selectable text can be converted. If you can highlight the text with your cursor, it will work. Scanned or photographed statements are images rather than text, so they are not supported.
Need to convert statements in bulk?
Upgrade to Pro for unlimited conversions and batch processing.
See pricing