Convert a Mercury bank statement to Excel
Convert a Mercury statement PDF to Excel or CSV right in your browser — date, description, amount and balance are detected automatically, with a row-by-row balance check, and your statement is never uploaded. Mercury statements use this layout: Mercury statements are split by account (Checking / Savings / Treasury); each section is a ledger with Date, Description (counterparty plus ACH/wire/card type), a single signed Amount column (credits positive, debits negative), and a running Balance on the right, with opening and closing balances bracketing the section. Text-based PDFs downloaded from Mercury online banking convert most accurately.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
How we read a Mercury statement
- Columns：Mercury statements are split by account (Checking / Savings / Treasury); each section is a ledger with Date, Description (counterparty plus ACH/wire/card type), a single signed Amount column (credits positive, debits negative), and a running Balance on the right, with opening and closing balances bracketing the section.
- Date format：MM/DD/YYYY
- Best source：Open Mercury on web or the app, go to Settings → Statements and download the official monthly PDF (a native text PDF) — don't feed in a screenshot or a scanned copy, since OCR on scans misreads amounts and dates.
Watch-outs for Mercury statements
- Mercury uses a single amount column where money out is negative and money in is positive. Watch for a transaction whose minus sign sits ambiguously — the balance check is what catches a flipped sign here.
- Multi-line descriptions (a long merchant name wrapped onto two lines) are the most common cause of a shifted row — if a row doesn't reconcile, that's the first thing to check.
- Transactions that carry over a page break, and the opening/closing balance lines, are handled separately from regular rows; verify the first and last rows of each page after a multi-page statement.
How to convert a Mercury statement
- 1Download your Mercury statement as a PDF from online banking.
- 2Drop the PDF into the converter below — it parses locally.
- 3Review the detected columns and the balance check; verify any flagged rows.
- 4Export to Excel, CSV, or QuickBooks/OFX.
Frequently asked questions
No. The entire conversion — reading the PDF, detecting columns, the balance check and building the Excel file — runs locally in your browser. Your Mercury statement is never uploaded or sent to any AI.
Open Mercury on web or the app, go to Settings → Statements and download the official monthly PDF (a native text PDF) — don't feed in a screenshot or a scanned copy, since OCR on scans misreads amounts and dates.
Mercury text-based PDFs are in the sweet spot and convert accurately at the row level. Either way, verify key figures before use — the row-by-row balance reconciliation flags suspect rows for you.
Updated · StatementSift team