Convert PDF Bank Statement to CSV

Extract Date, Description, Debit, Credit, and Balance columns from a bank statement PDF. Download CSV after conversion, check the rows, then adapt the columns to your destination if needed.

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How to convert a PDF bank statement to CSV

Download your bank statement as a PDF from your online banking portal.
Drop the PDF into the upload box above (or click to browse). Files up to 25 MB are supported.
Wait while the converter extracts the statement. Processing time depends on the document.
Select Download CSV. Your first 2 pages each day are free.

See the output before uploading

Bank statement to CSV: a worked example

This fictional USD statement starts at 1,000.00, receives 500.00, and pays out 175.00. It closes at 1,325.00. The sample files use our export formats and contain no customer data.

Fictional statement transactions, all amounts in US dollars
Date	Description	Debit	Credit	Balance
2026-09-02	Example deposit	—	500.00	1500.00
2026-09-05	Example supplies, office	125.00	—	1375.00
2026-09-08	Example service fee	50.00	—	1325.00

Debit and Credit are separate positive amounts for this example. A dash means an empty cell in the export. Balance is the running account balance, not the transaction amount.

View sample PDF Download sample CSV

The CSV contains these five columns without an account-summary sheet. Text fields are quoted so the comma in “Example supplies, office” stays inside one description. Import as UTF-8 with comma delimiters, then check date and number interpretation.

Why CSV?

CSV is a simple transaction table that many spreadsheets and import tools can read. The general export keeps separate debit and credit columns; your destination may require mapping or a signed Amount column.

Five columns: Date, Description, Debit, Credit, Balance
UTF-8 text with comma separators, quoted text, and line-feed row endings
Download Excel alongside CSV to inspect the account Summary sheet
Review and edit a copy in your spreadsheet before importing
Dedicated Xero CSV and QBO exports are available through More formats

What gets extracted from your statement

Transaction date (normalised to YYYY-MM-DD)
Transaction description; available details depend on the source PDF
Debit and credit amounts; Excel and CSV use separate columns, while QBO uses signed transaction amounts
Running balance, where the statement shows one
Statement period, opening balance, and closing balance
Account holder name and account number (header only)

Convert CSV for any bank

Our parser is bank-agnostic — it reads the layout of your statement directly rather than relying on a hand-written template per bank. That's how we support 1,000+ banks worldwide. Common ones below:

Chase Bank of America Wells Fargo Citibank Capital One U.S. Bank PNC Bank Truist American Express Discover HSBC Barclays View all 1,000+ →

CSV conversion FAQ

What columns does the CSV contain?

Date, Description, Debit, Credit, and Balance. It contains transaction rows only, without a Reference column, account summary, or categories.

Does every accounting tool accept it without changes?

No. Compare the required headers, dates, and amount fields with your destination. Some tools require one signed Amount column instead of separate Debit and Credit columns.

Can I customise columns in the converter?

There is no custom column-mapping editor in the current converter. Edit a downloaded working copy or choose a dedicated output such as Xero CSV.

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