Bank statement conversion
Convert credit card statement PDF to Excel
Extract credit card transaction rows into Excel so card spending is easier to review.
What this page helps with
Credit card PDFs can include purchases, refunds, fees, interest, payments and balance transfers.
Review signs carefully because card statement payments and purchases may appear differently from bank account debits.
Convert and review each card statement separately before combining accounts or periods.
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
Can this handle refunds and payments?
The export preserves transaction rows, but signs should be checked because issuers vary.