Guide

Convert a credit card statement PDF to CSV or Excel

Credit card statements are awkward: purchases are printed as positive numbers, payments sometimes carry a minus or “CR”, and the transaction list is often split across pages around a rewards summary. Here is how to get a clean file.

Steps

1. Download the statement PDF from your card issuer.
2. Drop it onto the converter.
3. Check the signs: purchases should be negative, payments and refunds positive. Use the ± button on any row that needs flipping.
4. Download CSV or Excel.

What to check

• Signs. The converter recognises card statements and treats purchases as money out. A glance at the first few rows confirms it.
• Balance. If the statement prints a previous and new balance, the badge shows whether purchases minus payments ties out.
• Dates. Some cards print both a transaction date and a posting date. Confirm the date column is the one you want.

For expense reports and tax

Merge a year of card statements into one sheet, add a Category column, and filter. It is usually faster than exporting from the issuer’s website month by month, and it works for closed cards where you only kept the PDFs.

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

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