Bank Statement Converter

Turn a PDF bank statement into a clean Excel or CSV spreadsheet — or an OFX/QIF file your accounting software can import directly. Nothing is saved, and we never ask for your online banking login.

Drag & drop your file here, or

Max 15 MB · processed in memory, never stored on our servers

Convert to:

Why convert a bank statement PDF?

Most banks let you download a statement as a PDF, but a PDF can't be reconciled, budgeted from, or imported into accounting software as-is. This tool reads the transaction table in your statement — date, description, amount, and running balance — and rebuilds it as real rows you can work with in Excel, Google Sheets, QuickBooks, Xero, Quicken, YNAB, or GnuCash.

It's a one-way, one-time file conversion. We never ask for your online banking username or password, and there's no bank connection or account-aggregation step — you upload a PDF you already downloaded, and get a spreadsheet or accounting-import file back.

How it works

  1. Upload your statement PDF

    Drag and drop the PDF your bank gave you — no login, no linking accounts.

  2. We isolate the transactions

    The tool finds the date, description, amount (or debit/credit), and balance columns automatically.

  3. Preview the transactions

    Check the extracted rows in your browser before you commit to a format.

  4. Pick a format and download

    Choose Excel or CSV for spreadsheets, or OFX/QIF for accounting software.

What makes this different

One statement, four formats

Convert the same PDF to Excel, CSV, OFX, or QIF without re-uploading.

Smart transaction detection

Automatically finds date, description, and amount columns — including statements with separate debit/credit columns.

No bank credentials, ever

This is a file converter, not an account-aggregation service. We never ask for online banking logins.

Free for personal use

Convert your own statements at no cost, with a 15 MB / 60-page limit per file.

Which format should I choose?

Excel (.xlsx) or CSV

Best for budgeting in Excel or Google Sheets, or for importing into most accounting platforms (QuickBooks, Xero, Wave) that accept a CSV upload with column mapping.

OFX

The format Quicken and Microsoft Money use for a direct transaction import. See our bank statement to OFX converter for import steps.

QIF

An older, simpler format still used by GnuCash and some budgeting apps. See our bank statement to QIF converter for details.

Not sure?

Start with CSV — it's the most universally accepted format, and you can always re-convert the same PDF to another format later.

Built for sensitive financial data

Your statement is processed entirely in memory and discarded immediately after conversion — it's never written to disk, logged, or shared with anyone, and we don't use it for anything other than producing your download. There is no account to create and no bank login to enter.

Frequently asked questions

Is it safe to upload my bank statement here?

Your PDF is processed in memory only and is discarded as soon as your download is generated — it's never saved to disk or shared. We also never ask for your online banking username or password; this tool only converts a file you already downloaded.

How do I convert a bank statement PDF to Excel for free?

Upload the PDF above, choose "Excel (.xlsx)" as the output format, preview the transactions, and download — no account needed.

Can this convert a PDF bank statement to OFX or QIF?

Yes. Choose OFX or QIF in the format picker. For more detail on each format and how to import it, see the dedicated bank statement to OFX and bank statement to QIF pages.

Will it work with my bank's statement format?

It works with the vast majority of PDF statements from banks and credit unions, since it reads the underlying text layout rather than a specific template. It won't work on a scanned image of a statement.

Does it separate debit and credit columns?

Yes — if your statement lists debits and credits in separate columns, the converter detects both and combines them into a single signed amount (negative for debits, positive for credits) for OFX/QIF export.

Can I convert multiple bank statements at once?

Right now each conversion handles one PDF at a time, so multi-month exports need one upload per statement. We keep this simple on purpose so you can preview every result before downloading.

What if some transactions are missing after conversion?

Always check the on-screen preview before downloading. If a row doesn't clearly contain a date and an amount, the OFX/QIF export skips it rather than guessing — but it's still included in the CSV/Excel export, which preserves every extracted row.

Does this support exporting to Tally XML?

Not yet — it's on our roadmap. In the meantime, export to CSV or Excel and use Tally's built-in import tool, which accepts spreadsheet data for bank vouchers.

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