Convert a bank statement to CSV with clean, predictable columns
Convert a PDF bank statement to CSV for accounting imports, scripts or any spreadsheet. The file has one header row, one row per transaction and no notes in between.
- UTF-8 encoding with comma or semicolon delimiters.
- ISO dates and amounts without currency symbols or thousands separators.
- Preview the first rows of the file before you download.
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One image counts as one page. Long screenshots are not supported yet.
Convert and combine multiple filesPDF, PNG, JPG, WebP · Up to 20 MB · 100 pages per PDF
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From PDF page to CSV rows
Sample dataEach CSV row is compared with the statement page it came from, so a misread amount is caught before it reaches your import.
Convert a bank statement to CSV
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Bank statement to CSV column definitions
The CSV layout stays the same for every statement, which makes the output safe for repeat imports.
| Column | How it is written |
|---|---|
| Date | YYYY-MM-DD. Ambiguous dates are flagged for confirmation instead of guessed. |
| Description | Quoted when needed. Text starting with =, +, - or @ is prefixed so spreadsheets don't run it as a formula. |
| Money out, Money in | Decimal numbers with a dot, e.g. 84.60. Or one signed Amount column (income positive, spending negative). |
| Balance | The balance printed on the statement, or empty if there isn't one. |
| Source page | Optional. Page numbers of the original PDF. |
Date,Description,Money out,Money in,Balance,Source page 2026-08-02,Client payment,,1200.00,3700.00,1 2026-08-03,Office supplies,84.60,,3615.40,1 2026-08-05,Software subscription,29.00,,3586.40,1
Before you convert
- PDF, PNG, JPG, WebP · Up to 20 MB · 100 pages per PDF · Scanned PDFs are read from the page image.
- One account per file. Split multi-account statements first.
- The CSV has no summary rows — partial exports are marked in the file name.
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See pricingGetting a bank statement to CSV right the first time
A bank statement to CSV file is usually a step toward something else: an accounting import, a reconciliation script or a shared spreadsheet. Those tools are strict. A stray total row, a date in the wrong order or an amount with a currency symbol can stop an import or, worse, import the wrong value.
That is why the bank statement to CSV export here never inserts explanation lines, always writes dates as YYYY-MM-DD and keeps amounts as plain decimals. If your software expects semicolons, switch the delimiter; if it expects a single signed amount, choose the Amount layout.
Before you download, the preview shows exactly what the first rows of the file will contain. The export always includes every processed transaction, even if a search filter is active, and tells you how many rows it contains.
Where the CSV usually goes
QuickBooks Online
Export with a single signed Amount column and without Balance or Source page — the three-column layout QuickBooks maps most reliably.
QuickBooks import guide →Xero
Use the same signed Amount layout and import it with Import a statement on the bank account. Set the date range so it ends before your bank feed starts.
Xero import guide →Excel in Europe
If Excel puts everything in one column, your region uses the comma as a decimal separator. Export with semicolons instead, or open the file with Data › From Text/CSV.
CSV format and template →Google Sheets, Wave and other tools
The file is plain UTF-8 with ISO dates and decimal-point amounts, so most importers accept it as is. Map Date, Description and Amount, and check one money-out row came in as negative.
Bank statement to CSV: common questions
Which encoding does the CSV use?
UTF-8 with a byte-order mark so Excel opens accented characters correctly.
Can I use semicolons instead of commas?
Yes. Choose the delimiter in the export window.
Is the CSV file ready for QuickBooks?
It is a clean generic CSV. A verified QuickBooks mapping isn't available yet, so check your software's import settings.
Why are some descriptions prefixed with an apostrophe?
Text starting with =, +, - or @ is prefixed so spreadsheets treat it as text. Amounts are never changed.
Do filters change what is exported?
No. The export includes all processed rows, and the window tells you the count.
Can I download a CSV template?
Yes — the bank statement CSV format guide includes a synthetic template file.
Related tools and guides
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