Turn a Bank Statement PDF into a Spreadsheet
Turn a bank statement PDF into a clean spreadsheet with date, description, debit, credit, and balance columns.
Select a bank statement PDF
Click to choose, or drop a file here
You can also paste (Ctrl+V / Cmd+V)
Most tools run entirely on your device
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About converting a bank statement to Excel
A bank statement PDF is easy to read but painful to actually work with — reconciling it, building a budget, or importing it into accounting software all want structured rows, not a wall of printed text. This tool reads a statement PDF and reconstructs it as a spreadsheet with proper date, description, debit, credit and balance columns.
It extracts the text of every line with pdf.js, then applies statement-specific heuristics: a line starting with a date begins a new transaction, a wrapped continuation line folds into the previous description, and whether an amount is a debit or credit is inferred from whether the running balance went up or down — since statements rarely label that unambiguously once reduced to plain text. It's tuned for the common passbook-style layout (date, description, one or two amount columns, running balance); unusual layouts may need a manual fix afterward. Everything runs in your browser with the xlsx library.
Supported files
Accepts a PDF bank statement. Produces an .xlsx spreadsheet with date, description, debit, credit and balance columns.
Is my file uploaded?
No. Extraction and spreadsheet building both happen entirely in your browser — your statement is never uploaded.
Common problems
- Rows are misaligned or amounts land in the wrong column
- This is a best-effort heuristic tuned for the common layout (date, description, amount columns, running balance). An unusual statement format may need manual correction in the exported spreadsheet.
How to Bank Statement to Excel
- 1
Open the tool
Open the Bank Statement to Excel tool and drop your file onto the page, or click to browse for it. Everything runs in your browser — the file is never uploaded.
- 2
Add the statement PDF
Drop in your bank statement.
- 3
Extract the transactions
Click Convert — dates, descriptions, debits, credits and balance are pulled into a spreadsheet — and download the .xlsx.
Further reading
Bank Statement to Excel — frequently asked questions
How is this different from the regular PDF to Excel tool?+
PDF to Excel makes one sheet per page from whatever grid it finds. This tool instead recognizes transaction rows by their date, keeps them in one continuous list across every page, and sorts amounts into Debit/Credit/Balance columns.
How does it decide if an amount is a debit or a credit?+
By comparing the running balance to the previous row's — if the balance went down, that row's amount is a debit; if it went up, it's a credit. Most statements don't label this clearly once reduced to plain text, so this is the most reliable signal available.
Will it work with any bank's statement format?+
It's tuned for the common passbook layout: date, description, one or two amount columns, and a running balance. Unusual formats — multiple accounts on one page, non-standard date formats — may need some manual cleanup after export.
Why are some rows missing?+
Only lines that begin with a recognizable date are treated as transactions. A scanned statement with no selectable text needs OCR PDF first; an oddly formatted date may not be recognized at all.
Is there a free way to turn a bank statement into a spreadsheet?+
Yes — this tool reads transaction rows and organizes them into Debit/Credit/Balance columns, free and entirely in your browser for privacy on financial data.
Do you upload my files to a server?+
No — every tool here processes your files entirely on your device, and nothing is uploaded to a server. The only exception is the AI tools, which send the extracted text (not the file) to Claude to do their work.
Is there a file size limit?+
There's no artificial limit we impose, but since processing happens in your browser, very large files (500+ MB or 1,000+ pages) are limited by your device's memory rather than by us.
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