Bank Statement PDF to CSV

CSV is plain text with one row per transaction and columns separated by commas — no app required to read it, and nearly every tool can import it. Excel (.xlsx) is great when you want formatting, formulas and multiple sheets; QBO/OFX is the format QuickBooks and legacy software import directly. CSV is the neutral middle ground: maximally portable, easy to inspect, and the safe choice when you’re not sure what the destination tool accepts.

A clean CSV from a statement has one transaction per row, with date, description, amount and (where available) balance in stable columns. The two things that quietly break imports are inconsistent amount signs (debits vs credits) and multi-line descriptions that split one transaction across rows. StatementSift keeps each transaction on a single row, preserves the column roles it detected, and runs the balance check so you can spot a row that got merged or split before you import.

Drop the statement PDF into StatementSift, let it detect the columns locally, glance at the balance check for red-flagged rows, then export CSV (or a destination-specific preset). In your spreadsheet or accounting tool, use its CSV import and map the columns if asked — date to date, amount to amount, description to memo. Because the conversion runs in your browser, the statement is never uploaded at any point in this flow.