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Convert EQ Bank statements to Excel and CSV

EQ Bank doesn't send paper statements. Each month's statement is a PDF you open from Bank statements, and the account agreement says they stay available for seven years. The web dashboard will also save a CSV of your savings activity. So when is converting the PDF the better route? When you need the statement as EQ issued it, balances included, or you were sent PDFs instead of a login.

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How to get your EQ Bank statement into Excel

  1. Download the PDF statement from EQ Bank online banking

    • Sign in to EQ Bank on the web or in the EQ Bank app.
    • On the web, under 'My accounts,' click 'Bank statements'; in the app, under 'Manage my account,' click 'View documents,' then 'View statements.'
    • Open the statement for the period you need.
    • Save the statement for the period you need as a PDF.
    Go to EQ Bank 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 EQ Bank 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 EQ Bank statements

Monthly, online, seven years

Statements are monthly and online only; EQ Bank won't post paper copies. Seven years is a long archive, long enough to rebuild a few years of records from statements alone. Upload them as a batch and any missing month shows up straight away.

Short statements, easy to check

A savings statement at an online bank is usually brief: transfers in, transfers out, and interest. That makes the balance test useful. The rows are added to the opening balance and compared with the closing one, so a missed interest line shows up as a difference that is easy to trace.

Where the CSV download lives

On the web dashboard, the savings account has a download icon to the left of the printer icon, and it saves a CSV. That's a list of transactions rather than the statement document, so use it for recent activity and convert the statement when the numbers must tie to a specific period.

US dollar account statements

The US Dollar Account follows the same seven-year rule. Its amounts are in US dollars and stay that way in the output; nothing is converted to Canadian dollars. Keep it as a separate USD bank account in your books.

Output and review

From EQ Bank PDF to your books

Accounting tip

Create a bank account for EQ in QuickBooks Online or Xero, upload the matching ready-made CSV and confirm the columns. Sage Accounting can import a bank CSV as well. Interest belongs in an income account, and transfers from your chequing account should be matched as transfers.

  • 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

EQ Bank statement questions

Why convert the PDF if EQ Bank gives me a CSV?
For recent activity in an account you can log in to, the CSV may be all you need. The PDF is the better source when someone sent you statements rather than a login, or when you need the opening and closing balances for a specific period.
How far back do EQ Bank statements go?
Account statements stay available for seven years, according to EQ Bank's account agreements. The 36-month figure you may see quoted belongs to the EQ Bank Card, whose agreement says the app shows six months of card history and statements give you 36 months.
Can I import converted EQ Bank rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your EQ Bank statement to Excel

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