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Convert a Bank Statement to Excel

Drop a digital PDF bank statement and download a reconciled Excel workbook with date, description, debit, credit, and balance columns. Dates and amounts are stored as real spreadsheet types — not text.

Drag & drop your bank statement

PDF only · processed in your browser · nothing is uploaded

Choose a file

Doing 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 Excel

Drag your digital PDF statement onto the box above (or click to choose it).
StatementTidy parses and reconciles the transactions in your browser.
Review the preview — flagged rows are highlighted, never dropped.
Click “Download Excel” to save a .xlsx file you can open in Excel or Google Sheets.

Need CSV instead?

Convert bank statement to CSV