Bank statement to CSV
Turn a PDF bank statement into a clean CSV file with one row per transaction and columns for date, description, amount, and balance. The whole conversion runs in your browser, so the statement is never uploaded, and you can start without an account.
Drop your PDF bank statement here
or click to choose a file, converts to CSV in seconds
100% private · never uploadedWorks with statements from
Convert a bank statement to CSV in three steps
No install, no upload, no waiting on a server — the whole thing happens in this tab.
- 1
Drop in your PDF
Drag a PDF bank statement onto the converter, or click to choose one.
- 2
We extract the transactions
Dates, descriptions, amounts and balances are detected in your browser.
- 3
Download Excel or CSV
Preview the table, then export a clean spreadsheet in one click.
| Date | Description | Amount | Balance |
|---|---|---|---|
| 03/04 | Payroll — ACME CORP | +2,450.00 | 8,912.36 |
| 03/06 | Whole Foods Market | −84.19 | 8,828.17 |
| 03/09 | Transfer to Savings | −500.00 | 8,328.17 |
| 03/12 | Shell Gas Station | −52.40 | 8,275.77 |
A real four-column export — the same layout for every bank.
Built around one idea: your statement is yours
A converter that treats your most sensitive document with the privacy it deserves.
Private by design
Your PDF is parsed entirely in your browser with JavaScript. It is never uploaded to a server — your financial data never leaves your device.
Clean Excel & CSV
Get a tidy table of date, description, amount and balance, ready for Excel, Google Sheets, or import into accounting software.
No signup to start
Drop a file and download the result. No account, no email, no watermark on your first conversions.
Works with most banks
Layout-based extraction handles the common statement formats used by Chase, Bank of America, Wells Fargo, Capital One, and hundreds more.
Pick the output your workflow expects
The same private, in-browser conversion every time.
Convert bank statement to Excel
Export a clean .xlsx workbook with numeric amounts, ready for pivots and formulas.
Bank statement to Excel
See how transactions map into Date, Description, Amount and Balance columns.
Convert bank statement to CSV
Import-ready CSV for QuickBooks, Xero and Wave bookkeeping.
What a bank statement CSV contains
See the CSV columns and delimiter, then open it in Excel or Sheets.
Bank statement to OFX
The open banking format Xero, Wave, Quicken and GnuCash import directly.
Bank statement to QIF
For Quicken, GnuCash, Moneydance, MoneyMoney and Banktivity.
What a bank statement CSV really is
A CSV, short for comma-separated values, is a plain-text table. Each line is one transaction, each column is separated by a comma, and a header row at the top names the columns. It is the lowest-common-denominator format for moving financial data between programs: spreadsheets read it, accounting apps import it, budgeting tools accept it, and databases load it without any special plugin.
A bank statement PDF is the opposite. It is a fixed document designed to be read, not reused. The numbers are locked into a page layout, wrapped around headings and running balances, and often split across several pages. Copying and pasting from a PDF usually collapses the columns into one messy blob. Converting the statement to CSV unlocks that data: instead of a document you have a table you can sort, filter, total, and import — all of it parsed privately in your browser, never uploaded.
The columns you get
Every CSV that ConvertFin produces uses the same four columns:
- Date is the transaction date.
- Description is the merchant, payee, or memo line as it appears on the statement.
- Amount is the value of the transaction.
- Balance is the running account balance where the statement provides one.
The file starts with a header row naming those columns, then one row per transaction. Because the shape is the same every time, once you have set up an import in your spreadsheet or accounting app, next month's file lines up the same way, with no re-mapping and no guessing which column is which.
Some statement types simply do not carry every field. A credit-card statement, for example, usually has no running balance, so the balance cell is left empty while date, description, and amount stay complete. The converter reflects what the statement actually contains rather than inventing data.
Where the CSV imports
Because the output is standard comma-separated data with a header row, it drops into most tools that accept a CSV import:
- Spreadsheets open it straight in Excel or Google Sheets to sort, filter, categorize, or build your own totals.
- Accounting and bookkeeping software usually has an import-transactions-from-CSV option; the standard column layout is what those importers expect.
- Budgeting and personal-finance apps often let you bring in history from a CSV so you can categorize past spending.
ConvertFin produces the file; the import itself happens inside whichever tool you use, following that tool's own CSV import steps. If your workflow is bookkeeping-first, the bookkeeping-focused CSV conversion page walks through the same output from a reconciliation angle. Prefer a native spreadsheet instead of CSV? Convert to Excel instead and get an .xlsx file directly.
Frequently asked questions
What is a bank statement CSV?
It is a plain-text table of your transactions, one row each, with a header row and columns separated by commas. Unlike a PDF, a CSV can be sorted, filtered, and imported into other software.
What columns does the CSV have?
Date, Description, Amount, and Balance, with a header row. The balance column is filled in where the statement provides a running balance and left empty where it does not, for example on many credit-card statements.
Is my statement uploaded when I convert it to CSV?
No. The PDF is parsed locally in your browser and the CSV is generated on your device. The file is never uploaded, so nothing is sent to or stored on a server.
Which apps can open or import the CSV?
Any tool that accepts a CSV import: spreadsheets like Excel and Google Sheets, and most accounting and budgeting software. ConvertFin creates the file; you run the import inside your own app.
Does it work with scanned or photographed statements?
No. The converter reads the text inside the PDF, so the statement needs a real text layer. Image-only scans have no text to extract. If you can highlight and copy text in the PDF, it will convert.
Is converting to CSV free?
Yes — up to 5 conversions a day, free, with no signup. Pro adds unlimited conversions and batch processing for larger jobs.
Need to convert statements in bulk?
Upgrade to Pro for unlimited conversions and batch processing.
See pricing