Bank Statement to Excel Converter
Convert PDF bank statements to Excel spreadsheets with our free online tool. Get CSV files that open perfectly in Microsoft Excel, Google Sheets, and QuickBooks.
Why Convert Bank Statements to Excel?
Excel's powerful formulas and pivot tables make it easy to analyze spending patterns, categorize transactions, and create detailed financial reports.
Import CSV data directly into QuickBooks, Xero, FreshBooks, and other accounting software for seamless bookkeeping and tax preparation.
Sort, filter, and organize transactions by date, amount, or category. Create custom calculations and add your own columns for better tracking.
Use historical transaction data to create accurate budgets, track expenses against targets, and identify areas for cost savings.
How Our Bank Statement to Excel Converter Works
Upload PDF Bank Statement
Simply drag and drop your PDF bank statement or click to browse. We support statements from Chase, Wells Fargo, Bank of America, and over 1000 other banks worldwide.
OCR Processing
Our advanced OCR technology extracts transaction data including dates, descriptions, amounts, and transaction types. Processing typically takes 10-30 seconds.
Download Excel-Compatible CSV
Get your converted file in CSV format that opens perfectly in Excel. The file includes proper headers and formatting for immediate use in spreadsheets.
Perfect Excel Compatibility
CSV Format Features:
- • Standard comma-separated values
- • UTF-8 encoding for special characters
- • Proper quote handling for descriptions
- • Date formatting (MM/DD/YYYY)
- • Amount formatting with decimals
- • Transaction type classification
- • Header row for easy identification
- • Excel auto-detection ready
Sample CSV Output:
Date,Description,Type,Amount
"01/15/2024","GROCERY STORE PURCHASE","debit","-45.67"
"01/16/2024","SALARY DEPOSIT","credit","2500.00"
"01/17/2024","RESTAURANT PAYMENT","debit","-28.50"Works with Popular Software
Microsoft Excel
Opens directly with proper formatting. Use for pivot tables, charts, and advanced analysis.
Google Sheets
Import CSV files for cloud-based collaboration and sharing with accountants or team members.
QuickBooks
Import transactions directly into QuickBooks for seamless bookkeeping and tax preparation.
Secure Excel Conversion
- • SSL encryption for file uploads
- • No permanent file storage
- • Immediate deletion after processing
- • No user data collection
- • GDPR compliant processing
- • Anonymous usage available
- • Private processing environment
- • No email or registration required
Excel Converter FAQ
Can I open the CSV file in Excel?
Yes! Our CSV files are specifically formatted to open perfectly in Microsoft Excel. The file will automatically separate into columns when you open it in Excel.
Does it work with Excel formulas?
Absolutely. Once imported into Excel, you can use all Excel features including formulas, pivot tables, charts, and conditional formatting on your bank statement data.
Can I import into accounting software?
Yes, our CSV format is compatible with QuickBooks, Xero, FreshBooks, and most accounting software that accepts CSV imports for bank transactions.
Convert Your Bank Statement to Excel Now
Transform your PDF bank statements into Excel-ready CSV files in seconds. Free, secure, and accurate.