Bank statement conversion
Bank statement PDF to CSV
If your destination needs CSV, start by creating a clean, reviewable spreadsheet from the PDF.
What this page helps with
CSV is useful for imports, but XLS is easier for checking extracted PDF statement rows before they enter another system.
Review dates, amount signs, decimals and duplicate rows before using the data downstream.
A complete CSV from the bank is usually best. Use PDF conversion when the statement PDF is the only source available.
What the Excel output should contain
- Transaction dates from the PDF statement.
- Descriptions for merchants, payees, transfers, fees or deposits.
- Amounts with debit and credit signs ready for review.
- Balances when the original statement has a balance column.
Common questions
Does the browser workflow focus on XLS or CSV?
The main browser workflow focuses on XLS because it is easier to review in Excel.