Bank statement to CSV converter
Convert a PDF statement to a clean CSV file, or straight into the column layout QuickBooks Online or Xero asks for when you upload a bank file.
Converted in this browser. The PDF is never uploaded. Check it yourself
- Stays on your device. The PDF is read in your browser and never uploaded.
- Checked against the balance. Rows that don't add up to the printed balance turn red.
- Free for 5 pages a day. Excel and CSV, no account.
Download
QBO, OFX and Xero settings
QuickBooks Desktop matches the bank ID against its list of banks; if it refuses the file, enter your bank's ID. Credit card statements are exported as credit card accounts automatically. Xero reads CSV dates in your organisation's regional order, so pick the order your Xero organisation uses.
How it works
Drop the PDF
The statement is read in your browser.
Check the rows
Each transaction is checked against the printed balance; fix anything highlighted.
Pick a CSV layout
Plain CSV is free. QuickBooks and Xero layouts are part of Pro, which isn't on sale yet.
Three CSV layouts
Plain CSV (free): Date (YYYY-MM-DD), Description, Amount, and Balance when the statement has one. Comma-separated, quoted where needed, UTF-8.
QuickBooks CSV: the three-column layout QuickBooks Online accepts for bank uploads: Date (MM/DD/YYYY), Description, Amount, with money out as negative numbers. In QuickBooks, go to Banking, Upload transactions, and map the three columns.
Xero CSV: the columns of Xero's statement import template (Date, Amount, Payee, Description, Reference, Check Number), with the dates in the order your Xero organisation uses (DD/MM/YYYY for the UK and Australia, MM/DD/YYYY for the US). In Xero, open the bank account, choose Import a statement and pick the file.
If your accounting app takes bank feed files, QBO or OFX is often smoother than CSV, because the app doesn't ask you to map columns.
Check that nothing is uploaded
You don't have to take our word for it. Two ways to see for yourself:
- Go offline. Once this page has loaded, turn off Wi-Fi or switch on airplane mode, then drop a statement in. It still converts, because the converter runs in your browser and the page keeps a copy of itself for offline use.
- Watch the network. Open your browser's developer tools (F12, or Cmd+Option+I on a Mac), choose the Network tab, then convert a file. You'll see no request carrying your PDF.
The one exception is AI repair, which you have to switch on yourself for a statement our parser couldn't read cleanly. It sends the text we extracted from the PDF (not the file) to our server, and only after you tick a box agreeing to it. Details are on the privacy page.
Free now, Pro coming soon
Everything in the Free column works today. Pro isn't on sale yet; this is what it will include.
| Free | Pro | |
|---|---|---|
| Pages converted in your browser | 5 a day | Unlimited |
| Balance check and editing | Yes | Yes |
| Excel and CSV | Yes | Yes |
| QBO, OFX, QuickBooks CSV, Xero CSV | No | Yes |
| Merge several statements into one file | No | Yes |
| AI repair (opt-in) | 2 pages a day | 500 pages a month |
| Account needed | No | A license key, sent by email |
Questions
Which date format does the CSV use?
The plain CSV uses YYYY-MM-DD, which spreadsheets and databases read without guessing. The QuickBooks and Xero layouts use MM/DD/YYYY.
Can I open the CSV in Excel?
Yes. If you want real Excel dates and number formatting, the Excel download is better.
Does the CSV include a running balance?
The plain CSV does, when the statement prints one. The QuickBooks and Xero layouts leave it out because their importers don't use it.
Is my statement uploaded?
No. The PDF is opened and read by your browser, on your device. The only time anything leaves your device is AI repair, which you switch on yourself; it sends the extracted text, not the file, and we don't store it.
Does it work with scanned statements?
Not yet. The converter reads the text inside a PDF. A scan or a photo of a statement is an image with no text in it, so nothing comes out. Most statements downloaded from online banking are text-based.