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Convert Bank Statement PDF to CSV

Upload a bank statement PDF, review extracted dates, descriptions, debits, credits, and balances, then download a .csv file.

Last updated: August 29, 2026 · Review-first conversion workflow

How to create a CSV file from a PDF statement

  1. 1. Prepare the source. Digital PDFs usually produce cleaner output than scans. Unlock any password-protected file before upload.
  2. 2. Upload the PDF. The converter identifies transaction rows and structures dates, descriptions, debits, credits, and balances.
  3. 3. Review the result. Compare opening and closing totals with the PDF and spot-check rows before downloading.
  4. 4. Download .csv. Save the file, then review the destination application's account and column mapping before import.

When should I use CSV?

Use CSV when the destination accepts mapped text columns. Confirm the date and amount-column mapping during import.

Import options differ between software products and versions. Follow the destination application's current instructions and verify the result before reconciling.

Review checklist

Dates

Confirm the day and month order matches the source PDF.

Amounts

Check that debits and credits have the expected signs or columns.

Descriptions

Spot-check wrapped merchant names and transaction references.

Balances

Compare running and closing balances with the statement.

Other available exports

The same upload workflow offers Excel, CSV, QBO, OFX, QIF, and JSON exports.

Excel (.xlsx) CSV (.csv) QBO (.qbo) OFX (.ofx) QIF (.qif)
JSON (.json)

Frequently asked questions

Should I use a digital PDF or a scan?
Use the original digital PDF when available. Scans can be processed, but image quality, orientation, and marks on the page can affect the extracted text and table structure.
Can I upload a password-protected statement?
Unlock the PDF before uploading. A locked or encrypted PDF cannot be read by the conversion process.
Should I import the file without checking it?
No. Compare totals and spot-check transaction rows against the PDF before using converted data in bookkeeping, reconciliation, tax, or accounting records.