Convert Bank Statement PDF to Excel
Bank statement PDF to Excel for transactions and balances — export to spreadsheets for QuickBooks, Excel, or tax prep. Free online.
Your PDF is processed temporarily and deleted after processing — we do not archive bank statements.
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Maximum file size: 20MB
How It Works
1. Upload your bank statement PDF
Upload the PDF bank statement from your bank. We support complex layouts from DBS, OCBC, Chase, etc.
2. AI extracts transactions
Our AI identifies transaction tables including dates, descriptions, amounts, and balances.
3. Review transaction data
Preview the extracted transactions. Verify dates, amounts, and descriptions are correct.
4. Download Excel spreadsheet
Save as Excel for use in accounting software, bookkeeping, tax preparation, or financial analysis.
Step-by-Step Guide
Upload your bank statement PDF
Upload the PDF bank statement from your bank. We support complex layouts from DBS, OCBC, Chase, etc.
AI extracts transactions
Our AI identifies transaction tables including dates, descriptions, amounts, and balances.
Review transaction data
Preview the extracted transactions. Verify dates, amounts, and descriptions are correct.
Download Excel spreadsheet
Save as Excel for use in accounting software, bookkeeping, tax preparation, or financial analysis.
Many users find that DBS, OCBC, and UOB statements are only available as PDF. Unlike CSV transaction exports, the official monthly statement contains multi-column layouts that most generic tools fail to parse correctly.
Why This Scenario Needs Its Own Page
- - Focused on preserving transaction chronology and balance columns used in reconciliation.
- - Handles statement-specific patterns like opening/closing balance and fee rows.
- - Adds financial privacy messaging for sensitive document handling.
Best Fit
- - Monthly account reconciliation
- - Bookkeeping imports into accounting sheets
- - Tax season preparation from statement PDFs
May Need Another Workflow
- - Narrative bank letters without transaction tables
- - Statements exported as encrypted image scans with unreadable text
Typical Columns We Extract
Pre-Export Quality Checklist
- - Confirm debit/credit sign direction matches your accounting convention
- - Check opening and closing balances against original PDF
- - Validate duplicate transaction lines across page breaks
Frequently Asked Questions
Real Input Example
Bank statement PDF with transaction history, debit/credit, and running balance.
Expected Transaction Sheet
| Post Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-03-02 | ACH Payroll | 0.00 | 3200.00 | 8450.12 |
| 2026-03-04 | Office Rent | 1800.00 | 0.00 | 6650.12 |
| 2026-03-06 | Card Settlement | 245.67 | 0.00 | 6404.45 |
When to pick another page
If the statement is card-only spending detail, Credit Card Statement page may classify better.
Credit Card Statement PDF to ExcelCommon Failure Fixes
Debit/credit signs flipped
Check bank convention and normalize sign rules.
Running balance mismatch
Verify skipped rows around page breaks.
Date format mixed (MM/DD vs DD/MM)
Normalize date format before importing to accounting tools.