📊 PDF → Excel🏦 All Banks🆓 Free📋 Step-by-Step⚡ 3 Steps

Convert Bank Statement into Excel — 3 Steps, Free, All Banks

The simplest way to convert any bank statement PDF into a clean Excel spreadsheet — 3 steps, completely free, no software download, works on any device including mobile.

📄

Upload your bank statement PDF

Password-protected PDFs supported — files deleted after 24 hours

Convert into Excel Free →

HTTPS encrypted · Files deleted after 24h · Never shared

3 Steps to Convert Your Bank Statement into Excel

1
Download PDF

Log into your bank's internet banking and download your statement as a PDF

2
Upload Here

Click the upload box above or drag and drop your PDF — password-protected PDFs accepted

3
Download Excel

Click Download — get a clean .xlsx file with every transaction properly structured

Why Copy-Paste Doesn't Work for Bank Statements

Bank statement PDFs use a complex multi-column layout. When you try to copy and paste the text into Excel, several things go wrong:

A dedicated bank statement converter reads the PDF structure directly — not as text — so every column lands exactly where it belongs in Excel, with dates as Excel-recognised date values and amounts as plain numbers.

What You Get After Converting into Excel

What's in the Excel fileWhy It Matters
One row per transactionClean data structure for filtering and pivot tables
Date as YYYY-MM-DDSortable and recognised by all Excel date functions
Debit and Credit in separate columnsEasy to SUM income vs expenses
Running balance includedVerify totals and spot missing transactions
No currency symbolsAmounts work in SUM, AVERAGE, VLOOKUP without formula errors
No merged cellsCan filter, sort, and pivot without reformatting

How to Use Your Bank Statement in Excel After Converting

  1. Add a Category column — classify each transaction as Income, Rent, Utilities, Food, etc.
  2. Create a pivot table — summarise monthly spend by category automatically
  3. Use SUMIF formulas — total all salary credits or all direct debits at once
  4. Filter by description — show only Amazon purchases or only HMRC payments
  5. Import into QuickBooks / Xero — save the file as CSV then import directly

What the Conversion Looks Like

Here is a real example of how raw PDF bank statement text is transformed into a clean Excel file:

Raw PDF → Clean Excel
Raw PDF text (messy)Clean Excel output
15/06/2026 FASTER PAYMENT RECEIVED JOHN SMITH REF JUNE RENT   1,500.00  3,248.50 CR Date: 2026-06-15
Description: Faster Payment Received — John Smith / June Rent
Credit: 1500.00   Balance: 3248.50
18/06/2026 DIRECT DEBIT VIRGIN MEDIA   DR 49.99  3,198.51 Date: 2026-06-18
Description: Direct Debit — Virgin Media
Debit: 49.99   Balance: 3198.51
22/06/2026 VIS PURCHASE TESCO STORES 4291   DR 67.43  3,131.08 Date: 2026-06-22
Description: Visa Purchase — Tesco Stores 4291
Debit: 67.43   Balance: 3131.08

Dates standardised to YYYY-MM-DD. Currency symbols removed. Debit and Credit in separate columns. Ready for Xero, QuickBooks, HMRC, or Tally import.

🇮🇳 Indian Users — All Major Banks Supported

Whether you are in India or an NRI abroad using an Indian bank account, upload your PDF and get a clean Excel file instantly — HDFC password prompts handled automatically.

HDFC · ICICI · Axis · Kotak · Yes Bank

Private sector bank PDFs auto-detected. Password-protected HDFC statements unlocked with your DOB (DDMMYYYY). UPI reference IDs and NEFT/IMPS narrations fully extracted.

SBI · PNB · Canara · BOB · Union Bank

Public sector formats supported including YONO e-passbook and branch-printed statements. Indian number system (1,23,456.00) converted to standard Excel format.

Google Pay · PhonePe · Paytm

UPI app statements and Google Pay transaction PDFs fully supported. Debit/credit directions correctly identified from narration text.

🇮🇳 India use cases: ITR filing & income proof • Tally Prime bank reconciliation • GST return verification • CA bookkeeping • Home loan & personal loan applications • Student visa fund proof

Dedicated Indian Bank Statement Converter

🇬🇧 UK Users — All High-Street & Digital Banks

Every major UK bank statement format is auto-detected. DD/MM/YYYY dates converted, sort codes preserved in narrations, £ GBP amounts as plain numbers — ready for Xero, Sage, or HMRC submission.

Lloyds · NatWest · Barclays · HSBC · Santander

All major high-street bank PDFs supported. Faster Payments and BACS references preserved. Statements going back 7 years all work without any reformatting.

Monzo · Starling · Revolut · Wise · Chase UK

Digital bank PDF and CSV exports both accepted. Monzo statement PDFs and Starling statements auto-detected without manual column mapping.

Nationwide · Halifax · First Direct · TSB · Metro

Building society and challenger bank formats all covered. Nationwide FlexAccount, Halifax Clarity, First Direct 1st Account — all extract cleanly.

🇬🇧 UK use cases: HMRC Self-Assessment expense tracking • Xero & FreeAgent import • Mortgage broker cash-flow submission • UKVI visa bank evidence • Companies House annual accounts

Dedicated UK Bank Statement Converter

🇺🇸 US Users — Chase, Wells Fargo, BofA & More

All major US bank statement PDFs auto-detected. MM/DD/YYYY dates standardised, $ USD amounts as plain numbers, single signed-amount columns split into Debit/Credit automatically.

Chase · Wells Fargo · Bank of America · Citibank · PNC

All major US bank formats including 2024–2025 redesigned layouts. ACH, Zelle, and wire references preserved. Credit card statements also supported.

Chime · Cash App · Ally · SoFi · Capital One

US neobank PDF and statement exports both handled. No manual column mapping — Date, Description, Debit, Credit, Balance all extracted automatically.

🇺🇸 US use cases: QuickBooks Online bank feed import • Schedule C expense categorisation • Mortgage underwriting cash-flow review • SBA loan 12-month cash flow • CPA bookkeeping

Frequently Asked Questions

Why can't I just copy and paste my bank statement into Excel?
PDF bank statements use multi-column layouts that break when pasted — amounts land in wrong columns, dates lose formatting, and descriptions merge. A converter reads the PDF structure directly to place each field correctly.
Does converting into Excel work for scanned statements?
Yes — built-in OCR automatically handles scanned or photographed statements. Upload the PDF and OCR activates in the background with no extra steps.
Can I convert multiple months into one Excel file?
Each PDF converts to its own Excel sheet. To combine multiple months, open both Excel files and copy the rows from each into a single master sheet.

Convert Your Bank Statement into Excel Now

Free · 3 steps · All banks · No software to install

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