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Bank statement to CSV

Convert bank statements to CSV for spreadsheets and imports

Turn the transactions on a bank statement PDF, scan or photo into CSV, one row per transaction. Choose a plain CSV for any spreadsheet or database, or the QuickBooks or Xero layout with the date format your import expects.

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Convert a bank statement to CSV Bank statement converter: all formats
Output
Structured output
Speed
Fast preview
Exports
CSV, Excel, JSON
Sample result Ready

Source documentBANK_STATEMENT_TO_CSV.pdf

Bank Statement to CSV
Statement metadata
Bank name Account number Statement period Currency
CSV rows
Transaction date Description Amount Balance
CSV layouts
Plain CSV QuickBooks CSV Xero CSV Date format

OutputJSON

{
  "document_type": "bank_statement",
  "export": "csv",
  "columns": [
    "date",
    "description",
    "debit",
    "credit",
    "balance"
  ],
  "bank_name": "Northstar Bank",
  "account_last4": "4821",
  "rows_extracted": 87
}

What gets extracted

Three CSV layouts from the same rows

A plain CSV keeps the statement's own columns. QuickBooks CSV has Date, Description and Amount, with money out negative. Xero CSV follows the columns of Xero's statement import template. Dates in the QuickBooks and Xero files follow the statement's country, or the format you pick.

Statement metadata

Bank name Account number Statement period Currency

CSV rows

Transaction date Description Amount Balance

CSV layouts

Plain CSV QuickBooks CSV Xero CSV Date format

From PDF statement to CSV download

  1. Upload a bank statement PDF, scan, or image

  2. Check dates, descriptions and amounts beside the page

  3. Open Export and pick CSV, QuickBooks CSV or Xero CSV

  4. Import the file, or open it in any spreadsheet

Where CSV imports of bank statements go wrong

  • Day-first dates read as month-first, or the other way round

  • Separate debit and credit columns where the import wants one signed amount

  • Opening balances and page totals imported as if they were transactions

  • Scanned statements with no text to turn into rows at all

Next step

Import the CSV into Xero, step by step

Overview Bank statement converter

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Resources

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FAQ

Common questions

Which date format does the CSV use?
The plain CSV writes dates as YYYY-MM-DD. QuickBooks CSV and Xero CSV follow the statement's country, or a format you choose in the export menu.
Can I import the CSV into QuickBooks or Xero?
Yes. With a paid statement or a plan, choose QuickBooks CSV or Xero CSV: each is laid out for that program's statement import. The plain CSV works with any other software.
Does it work on scanned bank statement PDFs?
Yes. The OCR workflow handles scanned statements and image files before structuring the transaction table.

Get a CSV your spreadsheet or importer reads

Turn the transactions on a bank statement PDF, scan or photo into CSV, one row per transaction. Choose a plain CSV for any spreadsheet or database, or the QuickBooks or Xero layout with the date format your import expects.

Convert a bank statement to CSV Bank statement converter: all formats