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
browse to upload
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
2 free pages a day
Convert up to 2 pages every day with no signup and 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?
It depends on length. The free tier covers 2 pages a day without signup. Most statements are longer than that, so the Starter plan ($12/month for 400 pages) is the easy option for anything more.
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
2 free pages a day. No signup, no credit card.