Convert PDF Bank Statement to Excel

Free, accurate PDF to Excel converter built for bank statements. Drop in a PDF — native or scanned — and get an XLSX file with one transaction per row, ISO dates, separate debit and credit columns, and the running balance preserved.

See How It Works
Free first conversion 1,000+ banks supported Files deleted in 24h

How to convert a PDF bank statement to Excel

  1. Download your bank statement as a PDF from your online banking portal.
  2. Drop the PDF into the upload box above (or click to browse). Files up to 25 MB are supported.
  3. Wait 10–30 seconds while our OCR + AI engine reads the layout and extracts every transaction.
  4. Download the XLSX file. The first conversion every 24 hours is free.

Why Excel?

Excel is still the most widely used format for reviewing, analysing, and sharing transaction data. A good Excel file has one transaction per row, dates in a recognised format, and debits and credits in separate columns — exactly what our converter produces.

  • Opens directly in Microsoft Excel, Google Sheets, Apple Numbers, and LibreOffice Calc
  • ISO date format (YYYY-MM-DD) — sortable, filterable, no Excel auto-formatting surprises
  • Separate Debit and Credit columns plus a Balance column where available
  • Original statement metadata preserved on a second sheet (account number, period, opening/closing balances)
  • UTF-8 encoded — non-Latin payee names and currency symbols render correctly

What gets extracted from your statement

  • Transaction date (normalised to YYYY-MM-DD)
  • Description, payee, and reference where available
  • Debit and credit amounts in separate, signed columns
  • Running balance, where the statement shows one
  • Statement period, opening balance, and closing balance
  • Account holder name and account number (header only)

Convert Excel 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:

ChaseBank of AmericaWells FargoCitibankCapital OneU.S. BankPNC BankTruistAmerican ExpressDiscoverHSBCBarclaysView all 1,000+ →

Excel conversion FAQ

Will the Excel file open in Google Sheets?

Yes. The XLSX is standards-compliant and opens cleanly in Google Sheets, Apple Numbers, and LibreOffice Calc with no formatting loss.

Are formulas preserved from the PDF?

PDF bank statements don't contain formulas — they contain printed numbers. We extract the numbers as values. The Balance column is calculated by the bank and recorded as-is.

Can I convert a scanned bank statement to Excel?

Yes. Our OCR engine handles scanned PDFs, photographed statements, and image-based exports. For best results, scan at 200 DPI or higher.

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