Why convert a statement to CSV?
- Work with the data. A CSV opens in Excel or Google Sheets, so you can sort, total, or edit before importing anywhere.
- Import-ready. The Date / Description / Amount layout drops straight into QuickBooks Online, and adapts for Xero.
- Checked, not guessed. The reconciliation check flags misread amounts so a wrong number doesn't slip into your spreadsheet.
How it works
- Open the converter. No registration is required.
- Upload the statement. Drag and drop your PDF, or browse from your device.
- Convert to CSV. Choose the CSV target format and click Convert.
- Download and review. Download the CSV, review any flagged rows, then use it in QuickBooks, Xero, or Excel.
Good for
- Getting transactions out of a PDF and into a spreadsheet.
- Prepping data for import into accounting software.
- Catch-up bookkeeping and expense tracking.
FAQ
What columns are in the CSV? A dated transaction table: Date, Description, and a signed Amount (money out is negative). Imports cleanly into QuickBooks Online and opens in Excel or Sheets.
How do I know the data is accurate? A balance-reconciliation check compares opening plus transactions against the closing balance and verifies running balances, flagging anything that doesn't tie out.
Does it work on any bank? It reads born-digital PDF statements across many common layouts. If a layout can't be read, it tells you rather than producing a wrong CSV. Scanned image statements aren't supported yet.
Is my statement safe to upload? Files are deleted after 1 hour, never used to train any AI model, and we never connect to your bank. All transfers are encrypted. This is a conversion utility, not financial or accounting advice.
Related
- Bank statement → QuickBooks → QuickBooks-specific CSV
- Bank statement → Xero CSV → for Xero
- PDF → QBO (Web Connect) → import as a .qbo file
- CSV → Excel → straight into a spreadsheet
- All supported formats →