Skip to main content
Canada · Processed in your browser · financial data never uploaded

Convert a Tangerine bank statement to Excel

Convert a Tangerine statement PDF to Excel or CSV in your browser. StatementSift detects date, description, amount and balance columns, then checks row-by-row balance continuity before export. Tangerine statements use this layout: Tangerine statements list each line as Date, Transaction description, a single signed Amount column (credits positive, debits negative), and a running Balance on the right. Chequing and Savings statements share the same clean layout.

Signed amount columnstatement layout
MMM DD, YYYYdate format
XLSX / CSVexport paths
Tangerine statement reconciliation proof workspace
Drag & drop or click to select filesFiles are processed locally in your browser, never uploaded
Files are processed in your browser — never uploaded

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.

Columns

Tangerine statements list each line as Date, Transaction description, a single signed Amount column (credits positive, debits negative), and a running Balance on the right. Chequing and Savings statements share the same clean layout.

Best source

Sign in to Tangerine online banking or the app, open the account's Documents / Statements section, and download the original monthly PDF statement — avoid screenshots or photos, since scanned images give unreliable OCR.

Review target

Flagged rows, opening and closing balances.

Watch-outs for Tangerine statements

01

Tangerine usually relies on one signed amount column. Flagged rows often come from a minus sign or parenthesized amount being read the wrong way.

02

Wrapped merchant descriptions can push the next line out of alignment; check long descriptions when the balance proof fails.

03

Opening balance, closing balance and page-break continuation rows are not ordinary transactions, so review the first and last rows on multi-page statements.

How to convert a Tangerine statement

  1. 1

    Download your Tangerine statement as a text-based PDF from online banking.

  2. 2

    Drop the PDF into the local converter on this page.

  3. 3

    Review detected columns, opening and closing balances, and every flagged row.

  4. 4

    Export to Excel, CSV, or QuickBooks/OFX only after the reconciliation looks right.

Frequently asked questions

No. Reading the PDF, detecting rows, checking balances and building the export all run locally in your browser. Your Tangerine statement is not uploaded or sent to an AI service.

Sign in to Tangerine online banking or the app, open the account's Documents / Statements section, and download the original monthly PDF statement — avoid screenshots or photos, since scanned images give unreliable OCR.

Treat the export as a format conversion, not financial, accounting, tax or legal advice. Verify key figures and consult a qualified professional before relying on the output.

Updated · StatementSift team

Related guides