Can I convert a PDF bank statement to CSV?

Yes. StatementCSV reads the transactions in a PDF bank statement and turns them into a CSV file you can open in Excel, Google Sheets, or any accounting tool. You upload the PDF, review the extracted transactions, and download the CSV.

Is my bank statement stored?

Your statement is processed to create your spreadsheet file and is not sold or used for marketing or ads. A formal retention, deletion, and logging policy is being finalized and must be verified in the production parser pipeline before launch.

What columns are included in the CSV?

A typical export includes the transaction date, description, and amount, with separate debit and credit or a signed amount column where the statement supports it. A running balance is included when the statement lists one.

What are balance checks?

A balance check compares the transactions we extract against the opening and closing balances printed on your statement. When the running total does not line up, we flag it so you can spot a missing or misread transaction before you export. It is a sanity check to help catch errors, not a guarantee of perfect accuracy or any kind of financial advice.

Are scanned statements supported?

Scanned bank statement support is not available yet. The converter currently works best with digital PDF statements where the transaction text is selectable.

What happens if a statement does not convert correctly?

You review the extracted transactions before exporting, and balance checks help highlight missing or misread rows. If a statement does not convert cleanly, you can re-upload the original digital PDF from your bank, which usually gives the most reliable result. We do not claim perfect accuracy, so always review the output before relying on it.

Convert PDF Bank Statements to CSV

A PDF is fine for reading, but it is the wrong format for a spreadsheet. StatementCSV is a bank statement converter that extracts the transaction data from your PDF and turns it into a clean CSV you can open in Excel, Google Sheets, or your accounting tool — without retyping a single row.

Convert a Statement See Pricing

No bank login. Not used for marketing.

How to convert a PDF bank statement to CSV

No installs and no bank connection. You work only from the PDF you already have.

1
Download the PDF from your bank
Use the original statement PDF from online banking for the cleanest results.
2
Upload and review
We pull out the dates, descriptions, and amounts so you can check them first.
3
Download the CSV
Export a spreadsheet-ready file and open it anywhere CSV is supported.

What the CSV includes

Every statement becomes consistent rows and columns you can sort, filter, and total.

Date

A consistent, sortable date for every transaction row.

Description

The merchant or memo text from each line of the statement.

Amount

Debits and credits as separate columns or a single signed value.

Balance

A running balance when your statement prints one per line.

From PDF to data

From PDF statement to structured CSV data

The converter is built for bank statements, so it focuses on the transaction rows rather than the whole document.

The tool identifies transaction lines.
It separates descriptions from amounts.
It keeps debits and credits in separate fields.
It calculates amount from debit/credit.
It includes balances where available.
It flags rows that may need review.
The CSV can be opened in Excel, Google Sheets, or used for bookkeeping cleanup.

What the structured CSV looks like

Each transaction line becomes a row of clean, spreadsheet-ready fields.

Example output

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

Columns adapt to what your statement provides.

Why PDFs are hard to work with

A PDF stores text for display, not for data. Columns that look neat on screen are often stored as loose fragments, so copying and pasting scrambles dates, descriptions, and amounts.

Long descriptions wrap onto a second line, negative amounts lose their minus sign, and totals get mixed in with transactions. Fixing that by hand is slow and error-prone, especially across many months.

Converting the PDF to CSV solves this at the source: the data lands in real columns, ready for formulas and imports.

Parser-first extraction with guided AI verification helps handle messy statement layouts, while balance checks help catch missing or misread transactions before you export. You review the results yourself, so you stay in control of the final file.

Sample CSV output

Date,Description,Amount,Balance
2024-05-01,Opening Balance,,1500.00
2024-05-03,Coffee Shop,-4.75,1495.25
2024-05-04,Payroll Deposit,2100.00,3595.25

Columns adapt to what your statement provides.

CSV for Excel, Google Sheets, bookkeeping, and taxes

One clean file works across the tools you already use.

Excel & Google Sheets

Open instantly to sort by date, filter by merchant, or sum a category.

Bookkeeping

Import into QuickBooks, Xero, or Wave instead of manual entry.

Taxes

Combine a year of statements to total deductible expenses.

Budgeting

Drop transactions into a budget template without retyping them.

Bank statements, specifically

Built for Canadian bank statements, not generic PDFs

A generic PDF-to-CSV tool tries to lift any table out of any document. StatementCSV is designed around bank statement data — transaction rows, debit and credit columns, running balances, repeated headers across multi-page statements, and review warnings — so the CSV you download is ready for bookkeeping, not a scrambled copy of a PDF.

Who it is for

Who uses StatementCSV

It is built for anyone who needs statement data in a spreadsheet rather than a PDF.

Bookkeepers & accountants

Turn client statements into clean rows for reconciliation and bookkeeping cleanup instead of typing them in by hand.

Small business owners

Pull a month or a year of transactions into a spreadsheet for accounting, expenses, and tax preparation.

Anyone budgeting

Get your spending into Excel or Google Sheets so you can sort, filter, and categorize it your way.

Your statement is used only to create your conversion

Your statement is processed to create your spreadsheet file and is not sold or used for marketing or ads. We avoid using your original PDF directly as the AI input — when guided AI verification is used, it works from rendered statement evidence. Review our privacy and security pages for how uploads and conversion data are handled.