Export Bank Statements to Excel the easy way
Most banks only let you download statements as PDFs. Download the months you need, drop them in together, and turn every one into an Excel spreadsheet — no copy-pasting.
Drop your PDF or photo here
Bank statements, invoices, receipts — or click to browse. Batch upload supported.
PDF or image · any US bank or provider · digital & scanned · password-protected files
Don't have a file handy?
How to turn bank statements into Excel
Download your statements
In online banking, open Statements or Documents and download each month you need as a PDF.
Upload them together
Drop several PDFs in at once. They're converted one after another.
Download each as Excel
Each statement gets its own Excel, CSV and QBO download, so months stay separate and easy to combine.
Built for pulling a whole year of statements into Excel
Whether it's for taxes, a loan application or a bookkeeping catch-up, you usually need many statements, not one.
Batch upload
Select or drag in a stack of statements and let them convert in sequence.
A file per statement
Each one downloads separately as Excel, CSV or QBO, so it's easy to see which month is which.
Save to your books
Sign in and your converted statements are saved encrypted to your account, so you can re-download them anytime.
See the totals
With everything saved, get income, expenses and net across all your statements, plus a profit & loss report.
Duplicate check
If two statements overlap, repeated transactions are flagged in your books so they aren't counted twice.
Any US bank
Works with Chase, Bank of America, Wells Fargo, Capital One, Citi, credit unions and more.
Frequently asked questions
How do I export bank statements to Excel?
Most banks offer PDF statements rather than Excel. Download the PDFs from online banking, upload them here, and download each as an Excel file. It replaces manual copy-and-paste.
Can I convert several months of statements at once?
Yes. Upload multiple PDFs together and they're converted in sequence. Each statement downloads as its own file.
Can I get one combined spreadsheet for the whole year?
Each statement downloads as its own file. If you sign in, all your saved statements roll into one ledger with combined totals and an exportable CSV.
Where do I find my statements in online banking?
Look for Statements, Documents or Statements & documents in your account menu, pick the month, and choose PDF. The exact wording varies by bank.
Is my bank statement kept private?
Your original PDF is processed in memory and never stored. If you sign in, the extracted transactions are saved to your account encrypted so you can re-download them, and you can delete any document — or all your data — at any time.
How much does it cost?
Your first statement is free with no account or card. After that, pay-as-you-go credit packs start at $9 (9¢ a page, never expire) or choose a $29/month subscription with 500 pages. There's a 7-day money-back guarantee.
Turn your bank statements into Excel
First statement free — then from 9¢ a page. 7-day money-back guarantee.
