Bank Statement To Excel for Freelancers & Contractors
Freelancing means doing your own books. This tool turns any PDF bank statement into an Excel file you can sort, filter, and categorise — so end-of-quarter and tax season aren't a multi-day ordeal.
Drop your PDF here or
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What we hear from freelancers
- Tax season scramble to categorise every transaction across multiple accounts
- Splitting business and personal expenses on a mixed account
- Tracking down deductible expenses you forgot about three months ago
What you get
Free first conversion
Convert one statement every 24 hours with no signup, no credit card.
Sort and filter
One transaction per row, ISO dates, separate debit/credit columns — sort by amount, filter by month, group by payee.
Tax-prep ready
Export to Excel and add a category column. Hand the spreadsheet to your accountant or import to TurboTax / QuickBooks Self-Employed.
Multi-account
Process statements from your business account, personal account, and credit cards in one workflow.
The workflow
- Download your bank and credit-card PDFs for the period
- Convert each to Excel — first one's free
- Add a Category column and tag transactions (or use Excel's filter view to bulk-categorise)
- Hand to your accountant or upload to your tax software
Recommended export formats for freelancers
Categorised Excel
Auto-tagged categories save the manual tag-by-row step at quarter-end.
Excel (XLSX)
Plain transaction list to sort, filter, and analyse yourself.
QBO
If you use QuickBooks Self-Employed for tax-prep.
Freelancers FAQ
Do I need to pay if I just convert one statement per quarter?
Probably not. The free tier gives you one conversion every 24 hours without signup — enough for occasional one-offs.
Can I convert credit card statements too?
Yes. Credit card PDFs work the same way — same OCR, same Excel output.
Will the Excel file work with TurboTax?
TurboTax doesn't import bank Excel directly, but it imports CSV from QuickBooks Self-Employed. Convert to Excel here, categorise, then import to QBSE if you want TurboTax integration.
Try it on your own statement
First conversion is free. No signup, no credit card.