PDF bank statement to Excel

Bank Statement to Excel Converter

Convert bank statements to Excel in minutes. Upload a PDF statement, auto-categorize transactions, and download an Excel-ready file for cleanup, reconciliation, and reporting.

Upload, auto-categorize, and download .xlsx

Start from a PDF statement and export spreadsheet-ready data in one workflow.

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Upload a statement file

Select a PDF, CSV, XLSX, OFX, or QFX file and convert it instantly.

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Choose a statement file to continue.

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How it works

Step 1

Upload

Add a bank or credit card statement PDF.

Step 2

Auto-categorize

BankToBooks extracts and organizes transactions automatically.

Step 3

Download .xlsx

Export spreadsheet-ready data for Excel workflows.

Need CSV too?

BankToBooks also supports CSV exports, also available as CSV.

Convert credit card statements to Excel

If you need a credit card statement to Excel converter, BankToBooks can process major issuer PDFs and return spreadsheet-ready rows. This is useful for Amex, Visa, and Mastercard statements when you need structured data for month-end close.

Try with a statement file

Frequently asked questions

Can I convert a bank statement PDF to Excel for free?+
Yes. You can upload a bank statement PDF, parse transactions, and export spreadsheet-ready data with BankToBooks on the free tier. Create an account when you need higher recurring limits.
What is the fastest way to convert bank statements to Excel?+
The fastest workflow is upload, auto-categorize, and download. BankToBooks removes manual copy-paste and gives you structured rows you can open directly in Excel.
Does BankToBooks support credit card statements to Excel?+
Yes. BankToBooks supports credit card statement PDFs and converts them into Excel-ready transaction data for cleanup, reconciliation, and reporting.
Which banks are supported for bank statement to Excel conversion?+
BankToBooks supports major banks and issuers including Chase, Bank of America, TD, RBC, Scotiabank, BMO, Citi, and many more. If your institution provides a PDF statement, conversion usually works.
Can I download CSV instead of Excel?+
Yes. You can also export CSV if your bookkeeping workflow needs it. See the dedicated bank statement to CSV page for CSV-focused guidance and use cases.