Bank statement converter: PDF to Excel
Convert a bank statement PDF to Excel or CSV for free. Every transaction lands in its own row, with the balances checked against the statement's own totals.
Choose what to extract
Start from a quick pick, then tick, untick or add your own.
Account4 of 9
Period and balances4 of 8
Transactions · columns5 of 8
What you will get
bank-statement.pdf · preview from a real run
Documents sheet
- Bank name
- Example Bank
- Account holder
- Mr John Smith
- Account number
- 12345678
- Sort code / routing number
- 12-34-56
- Period start
- 2026-03-01
- Period end
- 2026-03-31
- Opening balance
- 1284.55
- Closing balance
- 2244.63
Transactions sheet
| Date | Description | Money out (debit) | Money in (credit) | Balance |
|---|---|---|---|---|
| 2026-03-01 | Start balance | 1284.55 | ||
| 2026-03-02 | Direct Debit to City Water Utilities Ref 123456789 | 42.18 | 1242.37 | |
| 2026-03-03 | Card Payment to Highstreet Supermarket on 1 Mar | 63.42 | 1178.95 | |
| 2026-03-05 | Received From A Sample Client Ref Invoice 123456 | 480 | 1658.95 | |
| 2026-03-08 | Card Payment to Metro Travel on 6 Mar | 18.6 | 1640.35 | |
| 10 more rows | ||||
Checks 1 on · run on every document before you confirm it
Opening balance + sum of Money in (credit) − sum of Money out (debit) = Closing balance
sum of Money in (credit) = Total money in
Needs Total money in ticked
sum of Money out (debit) = Total money out
Needs Total money out ticked
Want these fields saved, whole batches, and longer documents? Create a free account.
Bank statement PDF to Excel or CSV
Date, description, money in, money out and the running balance each get their own column. Download Excel or CSV for a spreadsheet, or JSON and Word.
Checked against the statement
Opening balance plus money in, less money out, should reach the closing balance. If it does not, the result says so, so a missed row never slips into your spreadsheet.
Any bank, scanned or digital
It reads the page rather than matching a known layout, so any bank works. Scans and phone photos saved as PDF are read the same way as a digital statement.
Questions
How do I convert a bank statement PDF to Excel?
Tick the columns you want, drop the PDF in the box above and press Extract. Download the result as Excel, or as CSV if you are importing it somewhere else.
Is the bank statement converter free?
Yes. One statement of up to 2 pages at a time, with a small daily allowance and no account. A free account takes longer documents, whole batches, and keeps your field choices.
Does it work with any bank?
Yes. There is no per-bank list: it reads the page itself, so a bank it has never seen works the same way, including statements with one signed amount column instead of money in and money out.
Can it convert a scanned bank statement?
Yes. A scan or a phone photo saved as a PDF works. A sharp, straight scan reads best.
Is my statement stored?
No. The file is read and the result comes straight back to your browser; we keep no copy of either. That is also why you should download the result before you leave the page.
Need more than 2 pages?
A free account takes longer documents and whole batches, and keeps your field choices. 30 free tokens to start, no card needed.