Convert a bank statement PDF to Excel
Turn a bank statement PDF into an editable transaction table, then check dates, descriptions, amounts and balances before exporting Excel or CSV. Start with an original PDF with selectable text; scans can use OCR and need checking against the original.
- Choose PDF
- Review transactions
- Export your data
Choose a PDF with selectable text from online banking. Parsing runs locally; incomplete balance evidence is marked for review. Check the extracted rows against your statement before exporting.
Bank statement to Excel
- 1
Choose one or more bank statement PDFs.
- 2
Parse text and column positions in your browser, then inspect the transaction table.
- 3
Compare dates, amounts, balances and missing fields with the original; edit and recheck as needed.
- 4
Download Excel or CSV; OFX/QBO also needs complete dates, valid amounts, and explicit account, bank and currency details.
Bank statement to Excel
Local processing: PDF parsing, transaction review and export run in your browser without uploading the statement.
A preview you can check: inspect original descriptions, flags and balance results, then correct and recheck the rows.
General column detection: attempts single-amount and debit/credit layouts; a bank guide does not mean all of its formats have been verified.
Frequently asked questions
No. PDF parsing and export run in your browser without sending the statement to a server or external AI. The page, processing components and fonts may need a network connection to load; offline use requires those resources to be cached first.
It can make mistakes, especially with scans, continued tables, complex columns and ambiguous dates. We do not have accuracy results covering every bank format, and balance checks cannot prove that every transaction is present. Check the original before exporting.
The parser uses general text and column-position rules. Bank guides help you obtain and review a file; having a guide does not mean the bank has been tested with a real statement sample. Inspect the preview to see whether your particular PDF works.
Excel, CSV, OFX and QBO exports are available. OFX/QBO requires complete valid dates and amounts, plus explicit currency, account ID and bank ID. Confirm the receiving software’s fields, account types and format requirements; generating a file does not establish import compatibility.
The available balance anchors and transaction amounts do not agree, so check for missing rows, misread amounts or reversed signs. Missing opening balances, amounts or required balances can leave a check unverified. A passing interval does not replace checking each transaction.
Updated · StatementSift team
Sources, review and limits
Last verified
2026-06-17
Author
StatementSift editorial team
Reviewer
Financial document workflow review
Primary sources
- User-provided bank statement files processed locally
- Local CSV, OFX and spreadsheet export rules
- Bank-format guides maintained by the site
Statement conversion is not accounting, tax, audit or financial advice. Reconcile exported rows against the original statement before relying on them.