Convert Bank Statements to CSV
CSV files are the universal format for financial data. When you need to import transactions into accounting software, analyze spending patterns in a spreadsheet, or share data with your accountant, CSV is usually the format you want. Our bank statement to CSV converter makes it simple: it's plain text, opens in any spreadsheet program, and works with virtually every piece of financial software ever made.
Our converter takes your bank statement PDFs and extracts the transaction data into a clean CSV file with three columns: date, description, and amount. No complicated formatting, no hidden data, just the information you need in a format that works everywhere. Upload your statement below and you'll have a CSV file ready to download in seconds.
When to Use CSV Format
CSV works best when you need maximum compatibility. If you're importing data into QuickBooks, Xero, or Wave, they all accept CSV files. If you want to open your transactions in Excel, Google Sheets, or even a text editor, CSV files open without any special software. The format is also great for developers and data analysts who need to process transaction data programmatically.
The main limitation of CSV is that it doesn't preserve formatting like colors, formulas, or multiple sheets. If you need those features, you might want Excel format instead. But for most accounting and bookkeeping tasks, the simplicity of CSV is actually an advantage. There's nothing to break, no compatibility issues, and files are small and fast to work with.
Works With All Banks
Our converter handles statement PDFs from any bank or credit union. Whether you're using Chase, Bank of America, Wells Fargo, local credit unions, or international banks, the converter automatically detects the format and extracts your transactions. We support both downloaded PDFs from online banking and scanned statements, so you can digitize years of paper statements if needed.