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Ujjivan Small Finance Bank Statement to Excel

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

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Drop your Ujjivan Bank statement PDF here

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

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

1
Download from Ujjivan

Get your statement PDF from the Ujjivan SmART App or ujjivansfb.in NetBanking

2
Upload & Convert

Upload the PDF above — enter the PDF password if prompted (Date of Birth or last 4 digits of account number)

3
Download Excel

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

How to Download Your Ujjivan Bank Statement PDF

Via Ujjivan SmART App

The Ujjivan SmART mobile banking app (available on Android and iOS) is the quickest way to access your account statement:

Via ujjivansfb.in NetBanking

For longer date ranges or bulk downloads, use Ujjivan's internet banking portal:

Ujjivan Bank Statement PDF Password

Ujjivan Small Finance Bank protects statement PDFs. The password varies slightly depending on your account vintage and the channel used to download:

When you upload a password-protected Ujjivan 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 Ujjivan Small Finance Bank

Ujjivan Small Finance Bank is headquartered in Bangalore, Karnataka. The bank originated from Ujjivan Financial Services, a microfinance NBFC founded in 2005 by Samit Ghosh with a mission to provide financial services to the economically active poor. After receiving a small finance bank licence from the Reserve Bank of India, Ujjivan formally commenced banking operations in 2017.

Ujjivan has a particularly strong presence in Karnataka, Tamil Nadu, West Bengal, Maharashtra, and Odisha — states with large concentrations of urban working-class households, domestic workers, factory employees, and small traders. The bank has built a reputation for high-interest savings accounts (offering 6–7% p.a. on eligible balances), doorstep banking for customers who cannot easily visit branches, and a no-frills account structure that appeals to first-time banking customers.

Ujjivan's BeSecure zero-balance savings account is one of the most popular products among domestic workers, daily wage earners, and informal sector employees who receive salary or remittances via UPI or NEFT and need a simple, cost-free banking relationship. The bank's strong mobile app (Ujjivan SmART) and WhatsApp banking services make it accessible to customers with limited digital literacy.

As a scheduled commercial bank regulated by the RBI, Ujjivan deposits are insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC) up to ₹5 lakh per depositor. The bank also participates in national payment systems (NEFT, RTGS, IMPS, UPI) on par with large private sector banks.

Supported Ujjivan Account Types

Our converter supports all Ujjivan Small Finance Bank account statement formats:

Savings Accounts

NRI Accounts

Business Savings Accounts

Note on microfinance loan accounts: Ujjivan's history as a microfinance institution means many customers also have group loan or individual loan accounts. These loan account statements have a different format from savings and current account statements. This converter is optimised for savings and current (bank account) statements. For loan repayment schedules or loan account statements, contact your Ujjivan branch.

What Columns Are Extracted from Ujjivan Statements?

Ujjivan Small Finance Bank statements follow a consistent layout that our converter reproduces exactly in the Excel output:

Column in Ujjivan PDFColumn in Excel OutputDescription
DateDateTransaction date (DD/MM/YYYY standardised to YYYY-MM-DD)
Particulars / NarrationDescriptionFull transaction details (UPI, NEFT, IMPS, salary, ATM withdrawal)
Chq. / Ref. No.Reference NumberUTR number, cheque number, or UPI transaction ID
Value DateValue DateEffective date when the transaction was settled
DebitWithdrawal (Debit)Outgoing transactions — UPI payments, NEFT transfers, ATM
CreditDeposit (Credit)Incoming transactions — salary, UPI receipts, IMPS transfers
BalanceBalanceRunning account balance after each transaction

What the Conversion Looks Like

Here is a real example of how raw Ujjivan statement PDF text is transformed into a clean, structured Excel file. These examples show typical UPI, NEFT, and salary transactions as they appear in a Ujjivan BeSecure or Max Savings account statement:

Before → After Comparison
Raw PDF (what Ujjivan gives you)Clean Excel (what you get)
02 Jun 2026  UPI/CR/448712356/Anita Devi/UBIN0854231  Cr  8,000.00  22,450.00 Date: 2026-06-02
Description: Received from Anita Devi [UPI-CR / UBIN0854231]
Credit: 8000.00   Balance: 22450.00
05 Jun 2026  NEFT/CR/SALARY/BENGALURU GARMENTS LTD/REF20260605012  18,500.00  40,950.00 Cr Date: 2026-06-05
Description: SALARY / BENGALURU GARMENTS LTD [NEFT / REF20260605012]
Credit: 18500.00   Balance: 40950.00
11 Jun 2026  UPI/DR/RATION SHOP/GOVTSUBSIDY/PAYTM0123456  Dr  550.00  40,400.00 Date: 2026-06-11
Description: RATION SHOP / GOVTSUBSIDY [UPI-DR / PAYTM0123456]
Debit: 550.00   Balance: 40400.00

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, ITR preparation, or government scheme documentation.

Common Uses for Ujjivan Statement Excel Files

📊 ITR Filing & Tax Returns

If you are a salaried worker or small trader with a Ujjivan account, your CA will often request 12 months of bank statements in Excel format to prepare your Income Tax Return. Converting your Ujjivan PDFs here lets your CA instantly identify salary credits, interest income, business receipts, TDS deductions, and charitable contributions — without manually typing a single transaction.

🏛️ Government Scheme Documentation

Ujjivan Bank is authorised for multiple government schemes including PM Jan Dhan Yojana, PM Suraksha Bima Yojana, and Atal Pension Yojana. Many government scholarship schemes, subsidy applications, and beneficiary verification processes require bank statements in Excel or CSV format. Converting your Ujjivan statement makes it easy to extract the specific transaction range needed for an application.

🏦 Loan Applications at Other Banks

If you are applying for a home loan, vehicle loan, or personal loan at another bank or NBFC, they will typically ask for 6–12 months of bank statements from your primary account. If your salary or income arrives in your Ujjivan account, convert those statements to Excel here and compile them month by month for your loan file.

📚 Tally ERP & Accounting Software Import

Small traders and micro-entrepreneurs who use Tally Prime, Zoho Books, or Busy Accounting Software can import their Ujjivan bank statements directly after converting to Excel. This eliminates the time-consuming process of manually entering each bank transaction as a journal entry and ensures your books reconcile perfectly with your bank balance.

Frequently Asked Questions

How do I download my Ujjivan Small Finance Bank statement?
Via the Ujjivan SmART App: Login → Accounts → Account Statement → select period → Download. Via ujjivansfb.in NetBanking: Login → Accounts → Statement → select date range → Download as PDF.
What is the PDF password for Ujjivan Bank statement?
Ujjivan statement PDFs are typically protected with your Date of Birth in DDMMYYYY format (e.g., 07061988 for 7 June 1988). For some older accounts, the password is the last 4 digits of your account number. Try your DOB first — if it does not work, check your passbook or welcome letter for your account number and try the last 4 digits.
Is Ujjivan Small Finance Bank a proper bank or microfinance?
Ujjivan Small Finance Bank is a fully licensed scheduled commercial bank regulated by the Reserve Bank of India. It converted from Ujjivan Financial Services (an NBFC-MFI) to a small finance bank in 2017. Deposits are insured by DICGC up to ₹5 lakh per depositor — the same protection as any public or private sector bank.
What is the Ujjivan BeSecure account and can its statement be converted?
Ujjivan BeSecure is a zero minimum balance savings account for first-time banking customers, domestic workers, and informal sector employees. It is one of Ujjivan's most popular products. BeSecure account statements download in the same PDF format as other Ujjivan savings accounts and convert perfectly with this tool.
Can I use my Ujjivan bank statement for government schemes?
Yes. Ujjivan is an authorised bank for PM Jan Dhan Yojana, PM Suraksha Bima Yojana, PM Jeevan Jyoti Bima Yojana, and Atal Pension Yojana. Bank statements from Ujjivan are accepted as valid financial proof for government subsidy applications, scholarship documentation, and social security scheme enrollment.
How to convert a Ujjivan statement for ITR filing?
Download your Ujjivan statement PDF for the full financial year (1 April to 31 March) from the SmART App or NetBanking. Upload it here to convert to Excel. Share the Excel file with your CA, who can quickly identify salary credits, interest income, TDS credits, and business receipts to compute your taxable income and file your ITR.
How to import a Ujjivan bank statement into Tally?
First convert your Ujjivan PDF to Excel using this tool. Then in Tally Prime go to Banking → Bank Reconciliation → Import Bank Statement. Choose the Excel file and map the Date, Narration, Debit, and Credit columns to the corresponding Tally fields. Tally will auto-match transactions against your books and flag any unreconciled entries.
How many months of Ujjivan Bank statement can I convert at once?
You can convert one PDF at a time with no daily limits or charges. Ujjivan NetBanking allows downloading up to 24 months in a single PDF — upload that file and all transactions will be extracted in one go. To analyse multiple shorter PDFs, convert each separately and combine the sheets in Excel.

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