Convert a Bank Statement to CSV
Drop a digital PDF bank statement and download a reconciled CSV with date, description, debit, credit, and balance columns. The conversion runs entirely in your browser — your statement never leaves your device.
Drag & drop your bank statement
PDF only · processed in your browser · nothing is uploaded
Choose a fileDoing this monthly or across clients?
Batch multi-file conversion and direct QuickBooks/Xero sync — join the early-access list. We only collect your email, never your statement.
How to convert a bank statement to CSV
- Drag your digital PDF statement onto the box above (or click to choose it).
- StatementTidy reads the transactions in your browser and reconciles them against the opening and closing balance.
- Review the preview — any low-confidence rows are flagged, never dropped.
- Click “Download CSV” to save a clean file for Excel, Google Sheets, or your bookkeeping tool.
What the CSV looks like
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-03-02 | CARD PURCHASE OFFICE SUPPLY CO 0228 | 86.40 | 4124.15 | |
| 2026-03-05 | ACH DEPOSIT CLIENT PAYMENT INV-1042 | 1500.00 | 5624.15 | |
| 2026-03-09 | MONTHLY SERVICE FEE | 12.00 | 5612.15 |
Dates come out as YYYY-MM-DD so every spreadsheet reads them the same way, amounts have no currency symbols or thousands separators, and summary lines from the statement (totals, page headers) are left out — so the file imports without clean-up.
Importing into QuickBooks or Xero?
There's also a QuickBooks-formatted CSV: three columns (Date, Description, Amount) with US dates and signed amounts, which is the layout QuickBooks Online accepts for bank uploads. For Xero, use the standard CSV and map the columns in Xero's statement import.
How to import a bank statement into QuickBooks
How to import a bank statement into Xero
Also export to Excel
Prefer a native spreadsheet? The same reconciled transactions can be downloaded as .xlsx with real date and number columns — not text pasted into cells.
Convert bank statement to Excel (.xlsx)
Private by default
Because parsing happens client-side with no upload, you can even disconnect from the internet after the page loads and the converter still works. Nothing is stored on a server and nothing is used to train any model.
Frequently asked questions
How do I convert a PDF bank statement to CSV?
Drop the digital PDF on the converter at the top of this page, review the preview, and click Download CSV. It takes a few seconds and runs entirely in your browser.
Is this PDF to CSV converter free?
Yes. There's no signup, and the statement is never uploaded.
Which columns does the CSV include?
Date, Description, Debit, Credit, and Balance. The QuickBooks CSV option uses Date, Description, and a single signed Amount column instead.
Why not just copy the table out of the PDF?
Copy-paste breaks wrapped descriptions into extra rows, shifts amounts into the wrong columns, and turns dates into text. The converter rebuilds each transaction and checks the result against the statement's balances.
Does it work with scanned statements?
Not yet — only digital (text-based) PDFs. If you can highlight text in the PDF, it will convert.