Bank statement converter help center
Guides for every step: which PDFs work, choosing pages, reviewing transactions, exporting, billing and deleting files.
Most questions come up at the same moments: right after upload, when a check flags a row, and when it is time to export or pay. Each article below explains what the product does at that moment, what it deliberately does not do, and what you can change yourself. If a conversion fails, look for the request ID on the job first — it lets support find the problem without opening your statement. Articles are updated whenever the product rules change, and each one links to related topics so you can keep reading without starting a new search.
Guides
How to convert a bank statement PDF to ExcelStep-by-step guide to convert a bank statement PDF to Excel, check the transactions and avoid the files that don't work.Bank statement CSV formatThe bank statement CSV format explained: column order, date and amount rules, delimiters, encoding and a downloadable CSV template.
Uploading
Which PDFs are supported?Which PDF bank statements the converter supports, how to tell text-based from scanned PDFs, and what to do with files that are rejected.Choosing pages to convertHow page ranges work, how your 3 free pages are applied, what a partial statement means, and why nothing is charged until you confirm.
Reviewing results
Reviewing transactionsHow to use the review workspace: source pages, the balance check, flagged rows, possible duplicates and safe edits you can undo at any time.Conversion problemsWhat to do when a conversion fails, takes too long or gives results you can't use — and how to get your pages back without paying twice.
Exporting
Pages and billing
Privacy and deletion
Still stuck?
Send a message with your request ID and we'll reply within 2 business days.