Convert National Bank of Canada statements to Excel

National Bank's Documents and statements page searches by document type and period, so pulling a full year of PDFs takes a minute. Getting them into accounting software takes more care, because a National Bank statement may be in French, with French number formatting. This page explains how those statements convert and what to check afterwards.

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How to get your National Bank of Canada statement into Excel

  1. Download the PDF statement from National Bank of Canada online banking

    • Sign in to National Bank online banking.
    • Select your bank account, then click Documents and statements.
    • Choose the document type and time period, click Search, and download your statements.
    • Save the statement for the period you need as a PDF.
    Go to National Bank of Canada 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 National Bank of Canada 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 National Bank of Canada statements

156,78 rather than 156.78

French statements use a comma for the decimal and a space for thousands, so 2 345,22 means two thousand three hundred and forty-five dollars and twenty-two cents. Pasted into an English Excel, that becomes text or the wrong number. The converter outputs it as 2345.22, signed by direction.

Descriptions stay in French

Transaction descriptions are kept exactly as printed, so a French statement gives you French descriptions. If your books are kept in English, set up bank rules in QuickBooks Online or Xero to categorise recurring payees once, rather than translating each row.

A year of statements in one search

Since the search takes a time period, you can download every statement for a fiscal year together. Upload them as a batch and each period is checked to start where the last one ended. A missing month or a duplicate download is flagged.

US dollar accounts

The personal US dollar account comes with online statements and access to cheque images. Its amounts stay in US dollars in the output; nothing is converted to Canadian dollars. Set it up as a separate USD bank account in your books.

Output and review

From National Bank of Canada PDF to your books

Accounting tip

QuickBooks Online and Xero import a bank CSV after you match date, description and amount to their fields. Sage Accounting accepts CSV bank imports as well. With decimal points already fixed, French statements import as cleanly as English ones.

  • 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

National Bank of Canada statement questions

Does it work with English-language National Bank statements too?
Yes. The language is detected from the statement and the right date and number conventions are applied. You can mix French and English statements in one batch; the output columns are the same either way.
Our business account can export transactions. Do we still need this?
Business online banking exports up to 10,000 transactions at a time as CSV, QBO, OFX or QFX, which is quicker for recent activity. Convert statements for periods you no longer have online, or files you were sent. Business statement PDFs now start with RELCPTE_ACCTSTMT instead of Account_statement.
Can I convert a National Bank credit card statement?
If it's a PDF, yes; card statements are under Download my eStatements. Purchases and payments come out with opposite signs so they don't cancel each other by accident, and French amounts are handled as on a chequing statement.
Can I import converted National Bank of Canada rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your National Bank of Canada 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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