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Equitas Bank Statement to Excel

Convert any Equitas Small Finance Bank statement PDF into a clean, ready-to-use Excel or CSV file in seconds. Works with all Equitas account types — savings, current, and NRI. No signup, no fees, no limits.

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Drop your Equitas Bank statement PDF here

or click to choose a file — password-protected PDFs supported

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How to Convert Equitas Bank Statement PDF to Excel — 3 Simple Steps

1
Download from Equitas

Get your statement PDF from the Equitas Bank App or equitasbank.com NetBanking

2
Upload & Convert

Upload the PDF above — enter the PDF password if prompted (Date of Birth in DDMMYYYY format)

3
Download Excel

Get a clean .xlsx file with date, narration, withdrawal, deposit, and running balance

How to Download Your Equitas Bank Statement PDF

Via Equitas Bank App

The Equitas Bank mobile app (available on Android and iOS) is the fastest way to get your account statement:

Via equitasbank.com NetBanking

For longer date ranges or if you prefer a browser, use Equitas NetBanking:

Equitas Bank Statement PDF Password

Equitas Small Finance Bank protects all statement PDFs with a password derived from your Date of Birth. Unlike some banks that use mobile number digits, Equitas uses a consistent DOB-based password:

When you upload a password-protected Equitas PDF to our converter, you will be prompted to enter the password. The password is used only to unlock the file for processing and is never stored on our servers.

About Equitas Small Finance Bank

Equitas Small Finance Bank is headquartered in Chennai, Tamil Nadu. The bank traces its origins to Equitas Holdings, a microfinance institution founded in 2007 that served low-income entrepreneurs and households across South India. After the Reserve Bank of India introduced the small finance bank licensing framework, Equitas received its banking licence in 2016 and formally began operations as Equitas Small Finance Bank.

The bank has a particularly strong presence in Tamil Nadu, Karnataka, Andhra Pradesh, and Telangana, as well as growing operations in Maharashtra and other states. Equitas has built deep expertise in vehicle finance, microenterprise loans, and affordable housing finance — products that serve self-employed borrowers who are often underserved by larger commercial banks.

Equitas is popular among small business owners, self-employed professionals, microentrepreneurs, and gig economy workers who appreciate the bank's accessible branch network, relatively high savings account interest rates (up to 7% p.a. on eligible balances), and doorstep banking services in semi-urban and rural areas.

As a scheduled commercial bank regulated by the RBI, Equitas deposits are insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC) up to ₹5 lakh per depositor, providing the same depositor protection as any nationalised bank.

Supported Equitas Account Types

Our converter handles all Equitas Small Finance Bank account statement formats. The following account types are supported:

Savings Accounts

Current Accounts

NRI Accounts

Note on loan statements: Equitas also offers vehicle loans, home loans, and microfinance loan accounts. The PDF statements for these loan products have a different format from bank account statements. This converter is optimised for savings and current account statements. If you need to convert a vehicle loan or microfinance account statement, please contact your Equitas relationship manager for assistance.

What Columns Are Extracted from Equitas Statements?

Equitas Small Finance Bank statements follow a consistent column layout similar to other Indian bank statement formats. Our converter preserves the exact structure:

Column in Equitas PDFColumn in Excel OutputDescription
DateDateTransaction date (DD/MM/YYYY standardised to YYYY-MM-DD)
Particulars / NarrationDescriptionFull transaction description (UPI, NEFT, IMPS, ATM, etc.)
Ref. No. / Chq. No.Reference NumberUTR number, cheque number, or transaction reference
Value DateValue DateDate when funds were actually cleared or settled
Withdrawal / DebitWithdrawal (Debit)Money leaving the account — UPI payments, NEFT, ATM
Deposit / CreditDeposit (Credit)Money entering the account — salary, UPI receipts, IMPS
BalanceBalanceRunning closing balance after each transaction

What the Conversion Looks Like

Here is a real example of how raw Equitas statement PDF text is transformed into a clean, structured Excel file. These examples show typical UPI and NEFT transactions as they appear in an Equitas savings account statement:

Before → After Comparison
Raw PDF (what Equitas gives you)Clean Excel (what you get)
05 Jun 2026  UPI/CR/556234891/Murugan Stores/PYTM0009876  Cr  12,500.00  45,320.00 Date: 2026-06-05
Description: Received from Murugan Stores [UPI-CR / PYTM0009876]
Credit: 12500.00   Balance: 45320.00
10 Jun 2026  NEFT/CR/SALARY/CHENNAI TEXTILES PVT LTD/REF20260610007  35,000.00  80,320.00 Cr Date: 2026-06-10
Description: SALARY / CHENNAI TEXTILES PVT LTD [NEFT / REF20260610007]
Credit: 35000.00   Balance: 80320.00
14 Jun 2026  IMPS/DR/PHONE RECHARGE/AIRTEL/987654321098  Dr  299.00  80,021.00 Date: 2026-06-14
Description: PHONE RECHARGE / AIRTEL [IMPS / 987654321098]
Debit: 299.00   Balance: 80021.00

Every column — Date, Description, Debit, Credit, Balance — is extracted and separated automatically. Dates standardised to YYYY-MM-DD. Currency symbols removed. Ready for Excel pivot tables, Tally import, or ITR preparation.

Common Uses for Equitas Statement Excel Files

📊 ITR Filing & Tax Computation

Chartered Accountants and tax consultants routinely ask for 12 months of bank statements in Excel format during the ITR filing season. If you are a self-employed professional, small business owner, or microentrepreneur banking with Equitas, converting your statement PDFs lets your CA quickly identify business income, expenses, TDS credits, and interest earned — all without manual data entry.

🏦 Business Loan & MSME Loan Applications

Banks, NBFCs, and fintech lenders require 6–12 months of bank statements in Excel or CSV format for MSME and business loan underwriting. Equitas customers applying for credit from other lenders can convert their Equitas statements here, then compile multiple months into a single Excel workbook to submit with their loan application.

📚 Tally ERP & Accounting Software Import

Small business owners who use Tally Prime, Busy Accounting, or Zoho Books can import Excel bank statements directly into their accounting software for bank reconciliation. Converting your Equitas statement to Excel eliminates manual journal entry and reduces reconciliation time from hours to minutes.

💰 GST Return Preparation

For Equitas customers registered under GST — particularly in trading, manufacturing, and services sectors common in Tamil Nadu and Karnataka — having your bank statement in Excel makes it straightforward to cross-verify GSTR-1 sales figures against bank receipts and GSTR-3B payments against UPI and NEFT debits.

Frequently Asked Questions

How do I download my Equitas Small Finance Bank statement?
Via the Equitas Bank App: Login → Accounts → Account Statement → select Date Range → Download PDF. Via equitasbank.com: NetBanking login → Accounts → Statement → select period → Download as PDF.
What is the PDF password for Equitas Bank statement?
The password is your Date of Birth in DDMMYYYY format. Example: born on 7 June 1988 → password is 07061988. Always use two digits for day and month (01, 02, ... 09, not 1, 2, ... 9).
Can I convert an Equitas loan statement to Excel?
This converter is designed for savings and current account statements. Equitas vehicle loan, home loan, and microfinance loan statements have a different format and may not convert accurately. For loan statements, contact your Equitas branch or relationship manager.
Is Equitas Small Finance Bank a scheduled bank?
Yes. Equitas Small Finance Bank is a scheduled commercial bank under the Second Schedule of the RBI Act, 1934. It is regulated by the Reserve Bank of India and deposits are insured by DICGC up to ₹5 lakh per depositor — the same protection as any nationalised or private sector bank.
Which Equitas account types work with the converter?
All Equitas savings accounts (EQ EVA, EQ Smart, EQ Zero Balance), business current accounts, and NRI accounts (NRE and NRO) are supported. All statement PDFs from Equitas NetBanking and the Equitas Bank App use the same format and convert identically.
How to use an Equitas Bank statement for a business loan application?
Convert each month's PDF separately using this tool, then combine the sheets into a single Excel workbook. Most lenders require 6–12 months. Ensure the Excel file shows your account number, full transaction history, and running balance. Upload it on the lender's portal or share it with your loan officer along with your Equitas statement PDF for verification.
How to import an Equitas Bank statement into Tally?
First convert your Equitas PDF to Excel using this tool. Then in Tally Prime go to Banking → Bank Reconciliation → Import Bank Statement. Select the Excel file and map the Date, Narration, Debit, and Credit columns to the corresponding Tally fields. Tally will auto-match transactions against your existing ledger entries.
Does this converter work for Equitas NRE and NRO account statements?
Yes. Equitas NRE and NRO account statement PDFs use the same layout as domestic savings account statements. The converter extracts all transaction columns accurately, including foreign currency credits and their INR equivalents noted in the narration column.

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