Convert a bank statement PDF to Excel
Retyping transactions from a PDF bank statement into Excel is slow and error-prone. StatementLocal reads a text-based PDF statement and produces a real .xlsx workbook: dates are stored as Excel dates and amounts as numbers, so SUM, pivot tables, filters and charts work immediately, without any "number stored as text" warnings.
The conversion runs entirely in your browser. Your statement is never uploaded, which matters when the file contains your account number, salary and spending history.
Try it on your own statement. Free: 1 file per day, CSV & Excel export, nothing uploaded.
Open the free converterHow to do it
- Download the PDF statement from your online banking (Statements or Documents section). It must be a text-based PDF, not a scan.
- Open the converter and drop the PDF onto it, or click to choose the file. It is read locally in your browser.
- Review the editable preview. Rows that don't reconcile with the running balance are highlighted; click any cell to fix it.
- Export CSV or Excel (.xlsx) and save it to your device.
What columns you get
Every export, CSV or Excel, has the same columns, so your templates and import mappings keep working from month to month:
| Column | What it contains |
|---|---|
| Date | Transaction date (YYYY-MM-DD in CSV, a real date cell in Excel). The year is inferred from the statement period, including December–January rollovers. |
| Description | The transaction text, with multi-line descriptions joined into one cell. |
| Amount | One signed number: money in positive, money out negative. |
| Debit / Credit | The same amount split into money-out and money-in columns. |
| Balance | The running balance, when the statement prints one. |
| Source File | Which PDF the row came from, useful when merging several statements. |
| Check | OK when the row reconciles with the running balance, or a MISMATCH note to review. |
Tips for a clean result
- Choose Excel (.xlsx) rather than CSV if you plan to work in Excel: the XLSX export keeps dates as dates and formats money columns with two decimals, so nothing gets mangled by regional import settings.
- Use the Debit and Credit columns for quick totals of money in and money out, or the signed Amount column for a pivot table by month.
- Keep the Check column while you review, then delete it before sharing the workbook.
- Converting a year of statements? Pro merges many PDFs into one sheet, with a Source File column for traceability.
Private by design
The PDF is opened by JavaScript inside your browser tab and never uploaded. No AI is involved: parsing is deterministic, so the same PDF always gives the same result. Scanned (image-only) PDFs aren't supported yet. Read more in the privacy guide or the Privacy Policy.
Pricing: the free plan converts 1 file per day. Pro ($9/month or $59/year) and the one-time 30-Day Pass ($19) unlock unlimited files and batch merging. See plans.
Try it on your own statement. Free: 1 file per day, CSV & Excel export, nothing uploaded.
Convert a statement nowFAQ
Is the Excel file a real spreadsheet or just pasted text?
It is a real .xlsx workbook generated in your browser. Dates are Excel date values and amounts are numeric cells formatted to two decimals.
Can I convert a bank statement to Excel for free?
Yes. The free plan converts one PDF per day with CSV and Excel export, the balance check and the editable preview. Pro removes the daily limit and adds batch merging.
Does it work with Google Sheets or Numbers?
Yes. Both open .xlsx files. You can also export CSV and import it.
What if my statement is a scanned image?
Scanned PDFs are not supported yet. You need a PDF with selectable text, which is what online banking downloads normally are.