Convert Bank Statement PDF to CSV — opens straight in Excel
For people who do their own books. Upload a statement, get every transaction back as a clean spreadsheet — and a straight answer on whether anything was missed.
Any bank or card — US or international — PDF, scan, or CSV. No templates to set up, no column mapping, no bank login.
You have probably already tried to do this yourself
Most people who land here are not accountants. They are running something, doing their own books, and have lost an evening to a statement PDF at least once.
Columns collapse into one. Amounts lose their minus signs. Two hours in, you are hand-fixing rows and you still don't trust the total.
It gives you something that looks right immediately. Then you spot-check three rows against the PDF and find one that isn't, so now you have to check all of them.
Some are fine. Others bury the download under three ad walls, or hand you an installer nobody asked for. All of them mean uploading a bank statement — account numbers, balances, the lot — to a site you can't name, one file at a time.
The problem with all three is the same: you cannot tell whether anything went missing. MatchLedger counts what it extracted against the statement's own opening and closing totals, and tells you the answer before you download.
If Excel was only a stop on the way, skip it
Plenty of people convert a statement to Excel without wanting a spreadsheet at all. They want it in QuickBooks or Xero, and Excel is where they fix the headers, flip the sign on the amounts, cut the columns their software rejects, and save it back out as CSV.
That whole middle step is the thing you no longer have to do. Tell MatchLedger where the file is going — QuickBooks, Xero, YNAB, Monarch, FreshBooks, Wave — and the CSV comes out in that software's own column shape, with its date format and its sign convention, ready to import as-is.
Genuinely want the spreadsheet? Choose the Generic layout — Date, Type, Description, Reference, Memo, Category, Amount — and double-click it into Excel. Either way, being straight with you: it is not a photocopy of your statement. It is the content of it, arranged to be useful. See every export format.
Extracted transactions are counted against the statement's own totals. If something is missing you're told now, not in April.
You upload a file. No bank login, no credentials, no read-access token — which also means closed accounts and old cards still work.
Extraction and export run in the background, so a stack of statements doesn't time out halfway through.
What people actually use it for
Pull three months of business spending into one sheet and total it by category without retyping anything.
A full year across several accounts, in one place, in time for the October 15 extension deadline.
Send a clean spreadsheet instead of a folder of PDFs — and stop paying someone hourly to do data entry.
Closed accounts and personal cards you can't connect to anything. The statement PDF is all that exists, and that's enough.
Three steps, about a minute
Drop in the PDF
Any bank or card issuer, US or international. Scanned PDFs work. Add a whole year at once — big jobs run in the background rather than timing out.
It gets checked
Every transaction is pulled out and counted against the statement's own opening and closing totals. You are told whether anything is missing before you download.
Download the CSV
Pick where it's going — QuickBooks, Xero, YNAB, Monarch, FreshBooks, Wave, or Generic — and the columns come out in that shape. Opens straight in Excel either way.
Questions
- Do I have to connect my bank account?
- No. You upload a statement file. There is no bank login to hand over, no credentials stored, and no read-access token to grant. If an account is closed, or the card was never connectable, the PDF still works.
- Which banks and cards work?
- Any of them, US or international. There are no per-bank templates to choose or set up — the extraction reads the statement itself, including scanned and image-based PDFs.
- Do I get an Excel file, or a CSV?
- A CSV. It opens straight in Excel — double-click and it's there, no import wizard — and it works the same in Numbers or any other spreadsheet. If you need a saved .xlsx afterwards, Excel's own Save As does it in one step.
- Can I import the file straight into QuickBooks or Xero?
- That's the point of picking a destination. Choose QuickBooks, Xero, YNAB, Monarch, FreshBooks or Wave before you export, and the CSV comes out in that software's own column shape, date format and sign convention — no reworking it in a spreadsheet first. If you were converting to Excel only to tidy it up before importing, you can drop that step entirely.
- Will the spreadsheet look like my bank statement?
- No, and that's deliberate. The columns come out in the shape of wherever the file is headed — QuickBooks, Xero, YNAB, Monarch, FreshBooks, Wave, or a plain Generic layout. Generic gives you Date, Type, Description, Reference, Memo, Category and Amount. It is the content of your statement, reorganised into something you can sort and total, not a facsimile of the bank's own page layout.
- Can I do more than one statement at a time?
- Yes. Upload a stack. Extraction and export both run in the background, so a full year across several accounts doesn't have to be done one file per sitting. Several statements come back as a ZIP with one CSV each.
- What does it cost?
- Free to start, with no credit card. Every account begins on a 30-day Professional trial, which covers 5,000 transactions a month. After that the Free plan continues at 200 transactions a month, and paid plans start at $39/month if you need more.
Convert your first statement now
Free to start, with a 30-day trial on the house. No credit card, no bank connection.
Convert a statement free