Convert PDF Bank Statements to Excel
Turn a PDF bank statement into a clean spreadsheet you can open in Excel or Google Sheets — with transaction rows in real columns instead of a flat, uneditable document.
No bank login. Not used for marketing.
Upload, review, download
Three steps from a PDF statement to a spreadsheet-ready file.
- 1
Upload your PDF statement
Use a digital PDF downloaded from your bank for the cleanest result.
- 2
Review the transactions
Check the dates, descriptions, debits, credits, and balances before exporting.
- 3
Download for Excel
Export a CSV that opens in Excel or Google Sheets — Excel export is included on Pro.
What your spreadsheet looks like
Each transaction becomes a row you can sort, filter, and total.
Opened in Excel or Google Sheets
| 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 |
Open the CSV directly, or export to Excel on the Pro plan.
Bank statements, specifically
Built for Canadian bank statements, not generic PDFs
A generic PDF-to-Excel converter tries to lift any table out of any document, which often scrambles a bank statement. StatementCSV is designed around statement data — transaction rows, debit and credit columns, running balances, and repeated headers across multi-page statements — so the spreadsheet you download is actually usable for bookkeeping and reconciliation.
Clean up statements in your spreadsheet
Once the data is in Excel or Google Sheets, the slow part is done.
- Sort by date or amount to find the largest transactions quickly.
- Filter by description to isolate a single merchant or category.
- Total a column for expenses, taxes, or budgeting.
- Prepare the rows for import into accounting tools like QuickBooks or Xero.
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.
No bank login. Not used for marketing.
Keep exploring
Frequently asked questions
- Can I use the CSV in Excel or Google Sheets?
- Yes. CSV is a universal spreadsheet format. The file opens directly in Excel, Google Sheets, Numbers, and bookkeeping tools such as QuickBooks, Xero, and Wave.
- 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.
- Can I convert a bank statement to Excel?
- Yes. You can export your reviewed transactions as a CSV that opens directly in Excel, and Excel export is included on the Pro plan. CSV also opens in Google Sheets and Numbers, so you can sort, filter, and total the data in whatever spreadsheet you prefer.
- What data is extracted from the bank statement?
- StatementCSV extracts the transaction rows: the date, description, debit, credit, a calculated amount, and the running balance where the statement lists one. It is focused on transaction data rather than copying the whole document.
- Is this different from a normal PDF to Excel converter?
- Yes. A generic PDF-to-Excel tool tries to pull tables out of any document. StatementCSV is built specifically for Canadian bank statements, so it focuses on transaction rows, debit and credit columns, running balances, repeated page headers across multi-page statements, and review warnings, with balance checks to help catch missing or misread transactions.
- Do you keep my bank statement data?
- Your statement is processed to create your spreadsheet file; it is not sold, used for ads, or kept for marketing. A formal retention and deletion guarantee is being finalized and must be verified in the production parser pipeline before launch.
Prefer a plain CSV walkthrough? See the PDF to CSV guide.
Turn your statement into a spreadsheet
Upload a PDF, review the transactions, and download a clean file for Excel or Google Sheets.