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Convert ATB Financial statements to Excel and CSV

ATB Personal shows your last 12 monthly statements, or any calendar year within the last seven, as PDFs, and it will also export recent transactions as a CSV. So why convert the PDF? Because the statement is the record an accountant or lender usually asks for, and older months often only survive as statement files. Here's what makes ATB statements slow to copy by hand.

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98% of numbers correct on 82 hand-checked pages How we measure

How to get your ATB Financial statement into Excel

  1. Download the PDF statement from ATB Financial online banking

    • Log in to ATB Personal.
    • From the Overview screen, click More, then Account services, and choose the account in the View statements tab.
    • Click Download to download a PDF copy of the statement.
    • Save the statement for the period you need as a PDF.
    Go to ATB Financial Online Banking

  2. Upload it here

    Scans and phone photos work too.

  3. Download Excel, CSV, or QuickBooks and Xero CSV

    Check the rows against the statement, then export.

Sample result

Your ATB Financial statement in Excel

Made-up sample rows, not a real statement.

sample-statement-2026-01.xlsx Jan 2026 · CAD
Sample bank statement rows with made-up data, amounts in CAD
Date Debit Credit Balance
2026-01-02 Salary - Example Employer Ltd 2,500.00 3,500.00
2026-01-05 Card payment - Sample Grocery Co 120.00 3,380.00
2026-01-09 Rent - Placeholder Properties 1,200.00 2,180.00
2026-01-14 Transfer from savings 300.00 2,480.00
2026-01-20 Utility bill - Demo Energy Co 80.00 2,400.00
2026-01-27 Card payment - Fictional Coffee Co 15.00 2,385.00

Statement notes

What to know about ATB Financial statements

Month and day, but no year

ATB prints transaction dates as MM/DD and leaves the year to the statement period at the top. That's harmless until a statement runs from December into January. The converter reads the period first and writes each date in full as YYYY-MM-DD, so a 12/30 purchase and a 01/02 deposit land in the right years.

Several accounts on one statement

ATB often groups multiple accounts within a consolidated statement, each under its own heading with its own balances. Those sections are read one at a time, so chequing rows don't drift into savings. When you import, give each account its own bank account in your books.

The CSV export isn't the statement

ATB Personal's export asks for a date range and a file type: CSV, Quicken or QuickBooks. It gives you transactions, which is fine for recent activity. When a month has to tie exactly to what ATB issued, opening and closing balance included, convert that month's PDF statement instead.

Business statements and fees

ATB Business keeps up to seven years of operating account and Mastercard statements, filed by processing date, usually a day to a week after the period ends. Fee details sit in separate service statements, so look there when you're explaining bank charges, and convert the account statement for transactions.

Output and review

From ATB Financial PDF to your books

Accounting tip

Upload the QuickBooks-ready CSV to the matching bank account in QuickBooks Online and confirm the column mapping, or use the Xero-ready file in Xero. Sage Accounting can import a CSV of bank transactions too. Do one statement period at a time and reconcile before moving on.

  • Checked before export

    Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.

  • Export formats

    Excel, CSV, JSON, or QuickBooks and Xero CSV.

    Files for QuickBooks Online

    Files for Xero

  • Private workspace

    HTTPS uploads, kept private until you ask support to delete them.

FAQ

ATB Financial statement questions

Can I convert an ATB Mastercard statement?
Yes, if you have it as a PDF. A card statement lists purchases, payments and interest rather than withdrawals and deposits. Purchases and payments are signed in opposite directions, so you can total each one and check the result against the balance printed on the statement.
I only have paper statements from a few years ago. Will a scan work?
It will. Scanned statements go through text recognition, and the rows are then tested against the statement's own balances, which is the quickest way to spot a smudged digit. Scan pages flat and upright, one statement per file, so each period is read on its own.
Can I import converted ATB Financial rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your ATB Financial statement to Excel

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $3 up to 5 pages, $9 up to 25, priced by page count above that. No subscription.

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