Convert Bank Statements to CSV and Excel
StatementCSV turns bank and credit-card statement PDFs into clean, spreadsheet-ready rows. Upload a statement, review the extracted transactions, and export a CSV or Excel file with Date, Description, Debit, Credit, Amount, and Balance. It uses parser-first extraction with guided AI verification, and balance-checks the result before you export.
No bank login. Balance checks before export.
Upload a PDF statement, get a CSV or Excel file
No software to install and no bank connection — you only upload a PDF you already have.
- 1
Upload your PDF statement
Choose the PDF you downloaded from your bank. No account or bank login needed.
- 2
Review the transactions
We extract the dates, descriptions, and amounts so you can check them before downloading.
- 3
Download your CSV
Get a clean, spreadsheet-ready CSV for Excel, Google Sheets, or your bookkeeping tool.
Bank and credit-card statement support
StatementCSV is built for statement layouts, not generic PDFs, so it focuses on transaction rows.
Chequing & savings
Everyday account statements with dated debits, credits, transfers, fees, and running balances.
Credit card statements
Convert credit card statements to CSV with purchases, payments, fees, and interest in clean columns.
Bank statement to spreadsheet
Export to CSV for Excel, Google Sheets, or Numbers, or to an Excel (.xlsx) file directly.
From PDF statement to clean rows
| Date | Description | Debit | Credit | Amount | Balance |
|---|---|---|---|---|---|
| 2024-05-02 | Payroll Deposit | — | 2,200.00 | 2,200.00 | 4,200.00 |
| 2024-05-03 | Grocery Mart #214 | 84.20 | — | -84.20 | 4,115.80 |
| 2024-05-05 | Coffee Roasters | 5.75 | — | -5.75 | 4,110.05 |
| 2024-05-07 | Hydro One Pre-Auth | 142.50 | — | -142.50 | 3,967.55 |
| 2024-05-09 | e-Transfer Received | — | 300.00 | 300.00 | 4,267.55 |
Sample data — review and edit the rows before you export to CSV or Excel.
Balance-checked exports you can trust to review
Accuracy comes from review, not from forcing a balanced result.
Balance-checked exports
Extracted rows are checked against the statement's opening and closing balances where possible. A balance gap is never shown as a verified conversion.
Parser-first extraction with guided AI verification
A statement-specific parser reads the layout first; guided AI verification works from rendered statement evidence to structure harder layouts, and the result is re-checked.
Review highlighted rows
Uncertain rows are highlighted before export. If totals do not reconcile, you review and edit the rows instead of receiving a falsely balanced file.
Built for bookkeeping and accounting workflows
A clean CSV is a practical starting point for bookkeepers, accountants, small business owners, freelancers, landlords, and finance or admin teams. Sort and filter by date or payee, total expenses for a period, and prepare the data for tools like QuickBooks, Xero, or Wave. StatementCSV produces a standard CSV you map to your accounting tool's import format — see the QuickBooks import workflow guide.
Bank statement to CSV FAQ
- How do I convert a bank statement PDF to CSV?
- Upload your PDF bank or credit-card statement, let StatementCSV extract the transactions, review the rows, and download a CSV with Date, Description, Debit, Credit, Amount, and Balance. It uses parser-first extraction with guided AI verification, then balance checks the result before you export.
- Can I convert a bank statement PDF to Excel?
- Yes. You can export your reviewed transactions as CSV (opens in Excel, Google Sheets, and Numbers) or as an Excel (.xlsx) file, so you can sort, filter, and total the data for bookkeeping and review.
- Can I convert credit card statements to CSV?
- Yes. StatementCSV handles credit-card statements as well as chequing and savings statements, pulling purchases, payments, fees, and interest into the same clean CSV or Excel structure.
- Does StatementCSV support Canadian bank statements?
- It is designed for common Canadian bank and credit-card statement formats, including patterns like Interac e-Transfers, debits, credits, fees, and card payments. It works best with digital, text-based PDFs downloaded from your bank. We do not claim every bank or format, so anything uncertain is highlighted for review before export.
- What happens if the balance check does not reconcile?
- A balance gap is never shown as a verified conversion. When extracted totals do not match the statement's opening and closing balances, StatementCSV asks you to review highlighted rows rather than producing a falsely balanced result. It does not invent balancing rows to force a match.
- Can I review transactions before exporting?
- Yes. Every conversion is shown for review first. You can edit any cell, delete rows, or add a missing transaction, and uncertain rows are highlighted so you can check them before downloading the CSV or Excel file.
- Can I import the CSV into QuickBooks or Xero?
- StatementCSV produces a standard, spreadsheet-ready CSV that you can prepare for import into accounting tools like QuickBooks, Xero, or Wave. It is not an official integration or partner; it gives you a clean file that you map to your accounting tool's import format.
Related pages
Convert a bank statement now
Upload a PDF, review the highlighted rows, and download a clean CSV or Excel file.