Convert bank statements from PDF to Excel

1. Add your PDF statements. Drag one or more PDF bank or credit card statements into the converter, or click to choose them. Password-protected files ask for the password, which is used only on your device.
2. Check the preview. Transactions appear in an editable table with dates, descriptions, money in, money out and balance. The balance check flags any row that does not add up, so you can fix it in a click.
3. Download Excel. Export to Excel (.xlsx), CSV, OFX or JSON, or copy the table straight into Google Sheets. Nothing is uploaded at any point.

A spreadsheet that is ready to use

Most PDF-to-Excel tools copy the page as it looks, which gives you merged cells, numbers stored as text and dates Excel cannot sort. This converter builds a proper data table instead. Every transaction becomes one row with the same columns, whichever bank produced the statement:

• Date: a true Excel date, displayed in the format you pick (YYYY-MM-DD, DD/MM/YYYY, MM/DD/YYYY and others).
• Description: wrapped lines are joined, so each transaction has one complete description.
• Debit and Credit: money out and money in as positive numbers in separate columns.
• Amount: a single signed column (money out negative) for formulas and accounting imports.
• Balance: the running balance as printed on the statement, where there is one.

The header row is bold and frozen, AutoFilter is switched on, and columns are sized to fit. Open the file and you can immediately filter by description, total a month with SUMIFS, or build a pivot table of spending by payee.

Handles the layouts that break other converters

Statements are not designed to be machine-read. Some banks only print the year in the statement period, some print each date once per day, some use a single amount column with CR and DR markers, and many wrap long descriptions onto a second line. The converter is built to deal with each of these: it fills in missing years from the statement period (including December to January rollovers), works out whether dates are day-first or month-first by checking which reading keeps them in order, understands comma decimals such as 1.234,56 and Indian lakh grouping such as 1,23,456.00, and reads the sign of each amount from its column, marker or the change in balance.

Check the totals before you rely on them

A converter is only useful if you can trust it. Whenever the statement shows a running balance, each row is re-added: previous balance plus this transaction must equal the balance printed on that line. The summary shows how many rows passed, and any row that fails is shaded grey. In practice this catches the rare misread amount or missing line in seconds, so you are not hunting through hundreds of rows in Excel later.

Excel, but private

Bank statements contain your name, address, account numbers and a detailed history of where you spend money. Uploading them to an unknown server is a real risk. Here the conversion runs entirely in your browser using PDF.js, the same open-source engine Firefox uses to display PDFs. The Excel file is generated on your device and saved straight to your downloads folder. Read more in is it safe to convert bank statements online?

Tips for the best Excel output

• Download the statement from online banking as a PDF rather than scanning a printed copy; digital PDFs convert perfectly.
• Convert a full statement period at a time so opening and closing balances are included in the balance check.
• If dates look swapped (for example 03/04 read as 4 March), change Read dates as to Day/Month or Month/Day.
• Need CSV for an import instead? The same preview exports to CSV or QuickBooks-ready OFX.

• Guide: PDF statement to Excel
• Guide: reconcile in Excel
• Bank statement to CSV
• Bank statement to QuickBooks
• Bank statement to Xero
• Credit card statement converter
• Bank statement to JSON
• Banks by country

Drop the PDF into the converter on this page, check the preview, and click Excel (.xlsx). There is no sign-up and no limit, and the file is processed in your browser rather than uploaded.

Yes. Dates are written as Excel date values in the format you choose, and amounts are numeric with two decimals, so formulas, sorting, filters and pivot tables work immediately without any text-to-columns clean-up.

Yes. Add all the statements at once. By default they are combined into one sheet with a File column; tick "One Excel sheet per file" to get a separate tab for each statement instead.

The .xlsx file opens in Excel for Windows and Mac, LibreOffice Calc, Apple Numbers and Google Sheets. You can also use Copy table and paste directly into a sheet.

Click the cell in the preview and correct it before downloading, or delete the row. Shaded rows are the ones where the running balance does not add up, which is the quickest way to find a misread line.