Supports Wealthsimple statements Reviewable results

Convert PDF Statements from Wealthsimple to Excel

Extract transactions from Wealthsimple statements into reviewable Excel rows. The workflow handles complex vector graphics and keeps dates, descriptions, amounts, and balances separated for checking.

Start proof statement Voir comment ça marche
One proof document Private workspace HTTPS upload
Wealthsimple_Statement.pdf
Wealthsimple
Relevé de compte • Jan 2024
Dec 03 BUY VFV 10 $135.50 -$1,355.00
Dec 10 SELL SHOP 5 $120.00 $600.00
Données fusionnées et réparties sur plusieurs lignes
Wealthsimple_Transactions.xlsx
Date Description Montant
2024-12-03 BUY VFV 10 shares @… $-1355,00
2024-12-10 SELL SHOP 5 shares … +$600,00
Clean columns for accounting review
PDF
Scans and exports
4
Export formats
50
Bank pages

Supported input and export formats

PDF statements Scanned PDF, JPG, PNG Excel workbook CSV rows Structured JSON CSV QuickBooks CSV Xero

Pourquoi les relevés PDF Wealthsimple ne se copient pas dans Excel

The PDF uses complex vector graphics and embedded fonts, making text extraction challenging.

Investment statements have additional columns (Sy…

Transaction table structure

Different account types (TFSA, RRSP, Crypto, Cash…

Account header and table layout

Review rules for Wealthsimple PDF formats

These extraction rules prepare rows for human review

Use Native CSV/ZIP Export

Wealthsimple provides statements in both PDF and CSV. Prefer CSV format; bulk d…

Account Type Detection

Detect account type (self-directed, managed, crypto) as each has different stat…

Comparaison de temps

Replace copy-paste cleanup with a reviewable extraction

Compare manual copy-paste cleanup with structured extraction for Wealthsimple statements

Processus manuel

Copier-coller depuis un PDF

Lent
Temps de traitement Manuel

Depends on page count, layout, and review needs

Formats de date Incohérent

Nettoyage manuel requis

Texte multiligne Casse

Descriptions réparties sur plusieurs lignes

Taux d'erreur Hard to review

Fautes de frappe, colonnes mal alignées

Source context Aucune

Aucune vérification de source

PDF2TEXT.AI

Reviewable extraction

Recommandé
Temps de traitement Assisted extraction

Extraction starts after upload and returns reviewable rows

Formats de date ISO 8601

Standardized for review (YYYY-MM-DD)

Texte multiligne Fusionné

Descriptions joined for review

Taux d'erreur Review first

Check amounts against the source statement

Source context Review view

Source statement kept nearby

Start proof document
Built for review, export, and repeat bookkeeping cleanup

OUTPUT_AND_REVIEW

What you can check after extracting Wealthsimple statements

Use the output as a review workspace before importing it anywhere. The source statement stays visible while you confirm fields and download the format your accounting workflow expects.

Statement fields

  • Bank name and account identifier
  • Statement period and currency
  • Opening and closing balances

Transaction rows

  • Date and description
  • Debit, credit, amount, and balance
  • Rows that continue across pages

Review checks

  • Balance movement against transaction totals
  • Duplicate, overlapping, or missing statement periods
  • Ambiguous dates, signs, and wrapped descriptions

Export formats

  • Excel workbook
  • CSV transaction rows
  • Structured JSON
  • QuickBooks and Xero CSV layouts

SAMPLE_OUTPUT

Reviewed output before import

Banque
Wealthsimple
Statement period
2026-04-01 to 2026-04-30
Compte
Checking *4821
Export columns
Date, description, debit, credit, amount, balance
Date Description Montant
2024-12-03 BUY VFV 10 shares @ $135.50 -1355,00
2024-12-10 SELL SHOP 5 shares @ $120.00 +600,00

Validation visible before export

  • Opening + transaction total is checked against closing balance
  • Duplicate, overlapping, and missing statement periods are surfaced by account
  • Saved client and bank mappings keep monthly batches consistent
  • Excel, CSV, JSON, QuickBooks CSV, and Xero CSV exports use the reviewed rows

Convertissez les PDF Wealthsimple en Excel en 3 étapes

Upload, extract, review, then download an accounting-friendly file

1

Déposez votre relevé PDF

Faites glisser votre relevé Wealthsimple dans la zone de téléchargement. PDF, JPG et PNG acceptés, jusqu'à 50 Mo par fichier.

2

Rows are prepared for review

PDF2TEXT prepares your Wealthsimple statement rows for review, standardizes dates to YYYY-MM-DD, and separates amounts from running balances.

3

Téléchargez votre fichier Excel

Download Excel, CSV, or accounting-specific CSV layouts after checking the extracted fields against the original statement.

Où trouver votre relevé PDF Wealthsimple

Download your statement from Wealthsimple online banking, then upload it here to extract reviewable Excel, CSV, and JSON output

  1. 1

    Log in to your Wealthsimple account

  2. 2

    Navigate to the 'Documents' section

  3. 3

    Select the desired report and click 'Download CSV'

Accéder à la banque en ligne Wealthsimple
Private Document Access

Your statements stay in your private workspace

Protected in transit with HTTPS and available only after account or workspace authorization.

HTTPS in transit

Your browser uses an encrypted HTTPS connection when uploading documents and downloading results.

Available for review

Originals and extracted results remain in your private workspace for review and export. Contact support to request deletion.

Authorized access

Uploaded originals and generated previews are checked against the owning account or workspace before delivery.

Wealthsimple PDF vers Excel : Questions fréquentes

Réponses aux questions courantes sur la conversion de relevés bancaires PDF

Pourquoi le copier-coller depuis un PDF Wealthsimple perturbe-t-il ma feuille de calcul Excel ?
The PDF uses complex vector graphics and embedded fonts, making text extraction challenging.
Puis-je télécharger un CSV directement depuis Wealthsimple à la place ?
Log into your Wealthsimple account. Go to Statements & Documents. Select the period. Look for the download icon (usually top right) and select CSV to avoid PDF conversion fees.
Can I import the extracted rows into QuickBooks or Xero?
Yes. Export reviewed transaction rows as Excel, CSV, structured JSON, QuickBooks-friendly CSV, or Xero-friendly CSV. Check fields against the source statement and use saved mappings to review duplicate, overlapping, or missing periods before importing recurring batches.
Cela fonctionne-t-il avec des relevés bancaires scannés ou photographiés ?
Yes. Our OCR reads both digital PDFs and scanned images. Upload a clear scan or phone photo (PDF, JPG, PNG), then review the extracted transactions before exporting.
Est-il sûr de télécharger mon relevé bancaire ? Qu'advient-il de mes données ?
Uploads use HTTPS and remain available only through your authenticated private workspace so you can review and export them. Privacy, retention, and deletion details are linked in the footer.

Start with a Wealthsimple proof statement

Use one proof document up to five pages, review the extracted rows, then buy a page pack for this statement or choose a monthly plan when client batches repeat.

Start Wealthsimple proof document

PDF, JPG, or PNG • One proof document • Page packs and monthly plans for continued work

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pdf2text.ai is an independent tool and is not affiliated with, endorsed by, or sponsored by Wealthsimple or any financial institution. All trademarks remain the property of their respective holders and are used here solely for descriptive purposes to identify file compatibility.

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