PDF to CSV Bank Statement Converter
Turn a bank statement PDF into a clean CSV file in seconds. Pick the date format your software expects, then import it into QuickBooks, Xero, Google Sheets or Excel.
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 convert a bank statement PDF to CSV
Upload the PDF
Drop your statement above. Digital and scanned PDFs both work.
Check the rows
Review the extracted transactions and the reconciliation check, and edit anything that looks off.
Pick a date format, download CSV
Choose MM/DD/YYYY, DD/MM/YYYY or YYYY-MM-DD, then download the CSV.
CSV that imports cleanly
The most common CSV problems are messy dates and merged columns. Here's what you get instead.
Choose your date format
US (MM/DD/YYYY), UK (DD/MM/YYYY) or ISO (YYYY-MM-DD) — so your accounting software doesn't misread dates.
One transaction per row
Date, Description, Amount and Category columns, with money out as negative numbers and money in as positive.
Works with common tools
Import into QuickBooks, Xero, Google Sheets, Excel, Wave or FreshBooks. Column mapping may be needed in some apps.
Checked against your balances
Transactions are compared with the opening and closing balance so missing or wrong rows get caught.
Copy straight to clipboard
Prefer to paste into a sheet? Copy the CSV in one click instead of downloading.
Excel and QBO too
The same conversion also gives you a real .xlsx file and a QBO file for direct bank import.
Frequently asked questions
How do I convert a bank statement PDF to CSV?
Upload the PDF on this page, check the extracted transactions, choose a date format and click Download CSV. There's nothing to install.
What's the difference between CSV, Excel and QBO?
CSV is a plain-text table that any spreadsheet or accounting tool can import. Excel (.xlsx) is a formatted spreadsheet with real dates and numbers. QBO is a bank-feed format that QuickBooks and Xero can import directly as bank transactions.
Which date format should I choose?
Use US (MM/DD/YYYY) for most US software. Choose ISO (YYYY-MM-DD) if you want dates that sort correctly in any tool and can't be misread.
Can I import the CSV into QuickBooks or Xero?
Yes. Both accept CSV bank-statement uploads, and both also accept QBO files. You may need to map the columns the first time you import.
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.
Convert your bank statement PDF to CSV
First statement free — then from 9¢ a page. 7-day money-back guarantee.