Statement Unpacker

Guide

Convert a bank statement PDF to CSV

A CSV file is the format almost every spreadsheet, budgeting app and accounting package can import. Banks, unhelpfully, often give you only a PDF, or keep CSV downloads for just the last few months. Here is the quick way to get from one to the other.

Steps

  1. Download the statement from your bank as a PDF (not a photo or scan).
  2. Open the converter and drop the PDF onto it. Several months at once is fine.
  3. Look over the rows. If the statement prints its balances, a green “Balances reconcile” badge confirms the transactions add up.
  4. Fix anything by typing in the cell, then choose Download CSV.

What the CSV contains

One row per transaction with Date (YYYY-MM-DD), Description, Amount (negative for money out), Balance and Page. The file is UTF-8 and opens directly in Excel, Google Sheets and Numbers.

Why not copy and paste from the PDF?

Pasting from a PDF usually puts each row in a single cell, splits descriptions across lines, and loses the sign on debits. Excel’s “Get Data from PDF” does better on simple statements but tends to break tables at page boundaries and merge the debit and credit columns.

Is it safe?

The PDF is read inside your browser and is never sent to a server. You can confirm this in your browser’s developer tools under Network.

Open the converter   Free preview of every row. Nothing is uploaded.

More guides: Convert a bank statement PDF to Excel · Import a PDF bank statement into QuickBooks or Xero · Convert a credit card statement PDF to CSV or Excel