Convert a bank statement to Excel
Excel can open a CSV directly, so the quickest way to get a statement into Excel is to convert the PDF to CSV and open it — no fighting with scrambled columns from copy-paste.
Fictional sample output
Preview the CSV before importing into Excel
Statently turns separate withdrawals and deposits into one signed Amount column, cleans descriptions, and adds a category. This preview uses a fictional statement.
| Date | Description | Amount | Category |
|---|---|---|---|
| 2026-06-03 | Northwind Payroll | +3,450.00 | Income |
| 2026-06-04 | Harbor Market | -84.21 | Groceries |
| 2026-06-06 | City Utilities | -126.40 | Utilities |
| 2026-06-08 | Cloudwork | -18.00 | Software |
Private by design. Your uploaded PDF is processed in memory to create the CSV and is not stored.
Always review before importing. Compare totals and a sample of transactions with the original statement before reconciliation, tax filing, or accounting import.
How to import a statement into Microsoft Excel
- 1. Convert the statement. Upload the statement PDF and download the CSV.
- 2. Open in Excel. Double-click the CSV, or use File → Open in Excel.
- 3. Save as .xlsx. Optionally save as an Excel workbook to add formulas or a pivot table.
Frequently asked questions
- Why not use Excel's built-in PDF import?
- Excel's From PDF import works for tidy text PDFs but breaks on multi-section and scanned statements. A converter handles both and pre-categorizes the rows.
Export to other tools
Convert a statement from your bank
Related guides
- How to Convert a PDF Bank Statement to Excel (or CSV)
Three ways to turn a PDF bank statement into an Excel/CSV spreadsheet — copy-paste, Excel's PDF import, and an automatic converter — with the pros and cons of each.
- How to Convert a Bank Statement PDF to CSV
The fastest way to turn a bank statement PDF into a clean CSV — what a CSV needs to contain, why manual methods break, and how to do it in seconds.
- How to Convert a Scanned Bank Statement to CSV
Scanned or photographed bank statements have no selectable text, so most converters choke on them. Here's how to turn an image-only PDF into a clean CSV.
- How to Import Bank Statements into QuickBooks
How to get transactions from a PDF bank statement into QuickBooks Online using a CSV — the format QuickBooks expects, and how to prepare it in seconds.