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Banking Converter
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PDF → CSVFree · 25 pages a month

Convert bank statements to CSV

CSV is the format every spreadsheet, bookkeeping tool and script can read. Upload a PDF statement, check the extracted rows against the original page, and download a UTF-8 CSV whose amounts are plain decimals and whose dates follow the pattern you choose.

1 · Upload your bank statement
  • PDF
  • Scanned
  • Password-protected

Drop a PDF statement here

or

Choose file
2 · CSV options
Column profile

Date, description, amount, balance

Delimiter

Options can be changed before download.

Date format
Detected
Encoding
UTF-8

No card required. Originals deleted after 24 hours.

What the CSV contains

One row per transaction, one header row, no merged cells or page furniture. Amounts are plain numbers with no currency symbols or thousands separators, so the file sorts and sums correctly the moment it opens.

northgate-2210-2026-08.csvBalance test passed
Date,Description,Debit,Credit,Balance
2026-08-02,Payroll deposit ACME Design LLC,,2500.00,10920.00
2026-08-03,Card purchase Fresh Market #214,84.17,,10835.83
2026-08-05,Check 1042,1200.00,,9635.83
2026-08-09,Transfer to savings ****4471,500.00,,9135.83
2026-08-12,Online payment City Utilities,143.20,,8992.63
2026-08-18,Mobile deposit,,320.00,9312.63
2026-08-31,Monthly service fee,12.00,,9300.63

Amounts carry no thousands separators or currency symbols, so any importer parses them as numbers. Opening and closing balances are reported in the Conversion Report rather than injected as fake rows.

Why convert bank statements to CSV here

01

Reconciled, not just extracted

Opening + credits − debits must equal closing, and every running balance must follow from the previous one. The result of each check is shown before you download the CSV.

02

Clean numbers

Amounts are written as plain decimals without currency symbols or thousands separators. Debits and credits sit in separate columns in the accounting profile, or in one signed Amount column in the standard profile.

03

Any bank, any country

The parser reads the structure of the page rather than a template per bank, and detects the date order, decimal separator and currency each statement uses.

04

Scanned statements included

Image-only PDFs are deskewed and read with OCR. Rows built from low-confidence words are flagged with a reason so you can check them against the original.

05

Import-ready profiles

Three column profiles (Standard, Accounting, Full), ISO dates and UTF-8 with a byte-order mark, so Excel and Google Sheets open the file directly and the QuickBooks, Xero or Sage import wizard maps every column first time.

06

Deleted after 24 hours

Files are encrypted in transit and stored under random keys. Originals are deleted 24 hours after processing; exports and extracted transactions 7 days after conversion; Delete now removes everything immediately. Account numbers are stored masked.

How to convert a bank statement to CSV

  1. 1

    Upload your statement

    Drop a PDF into the converter above. Text and scanned files are accepted on every plan, password-protected PDFs from Starter, and you see the page count before anything else happens.

  2. 2

    Choose CSV options

    Pick a column profile and delimiter. The date format is detected from the statement and can be changed before you download.

  3. 3

    Review the result

    The extracted rows are shown next to the original page. Flagged rows carry a reason; click any row to see where it came from and edit, merge or split it.

  4. 4

    Download the CSV

    Download the CSV file and the Conversion Report, which records which checks passed. Exports are regenerated whenever you edit.

CSV column profiles for your software

Pick a profile and the CSV comes out with the column names and order your spreadsheet or accounting import wizard expects, so every field maps first time.

Excel and Google Sheets

Standard or Accounting profile · UTF-8 with BOM, opens without an import wizard

Bank statement to Excel

QuickBooks Online

Standard profile · Date, Description, Amount (3-column import)

Import into QuickBooks

Accounting profile

Date, Description, Debit, Credit, Balance

How to convert bank statements to CSV

Full profile

Transaction Date, Posting Date, Description, Payee, Reference, Check Number, Debit, Credit, Amount, Balance, Currency, Account

CSV vs QBO: which to import

Bank statement to CSV: questions

Which CSV column layout should I choose?

Use the accounting profile (Date, Description, Debit, Credit, Balance) for accounting software and reconciliation. Use the standard profile when you only need a signed amount per row. The full profile adds posting dates, payee, references, check numbers, currency and the masked account number.

Will the CSV open correctly in Excel?

Yes. The file is UTF-8 with a byte-order mark, so Excel reads accented characters, and amounts are plain decimals that Excel treats as numbers. If your Excel locale expects semicolons, pick the semicolon delimiter before downloading.

Do you convert currencies?

No. Amounts are exported exactly as printed on the statement, in the statement's own currency. The full profile includes a Currency column.

What happens to multi-line descriptions?

Continuation lines are joined into a single description cell and the row is flagged so you can check the merge in the review screen before downloading.

How do I know the CSV is complete?

Every conversion is reconciled against the printed opening and closing balances and the running balance column. The result appears as a Conversion Confidence Score with a list of any issues, and you can click any row to see where it came from on the page.

Can I convert several statements into one CSV?

On paid plans you can upload a batch, download the results as a ZIP, or merge several conversions into a single export.

Convert your bank statement to CSV now.

Free plan: 25 pages a month, no card required.

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