Convert PDF bank statements from any UK bank to Excel or CSV instantly. Works with all high-street banks (Barclays, HSBC, Lloyds, NatWest, Santander, Halifax) and challenger banks (Monzo, Starling, Revolut). Free, no signup.
Log in to your UK bank's online portal or app and download your statement as a PDF
Click above and select your UK bank statement PDF
Get a clean spreadsheet with Date, Description, Money Out, Money In, Balance
UK mortgage lenders (including Halifax, Nationwide, Barclays, NatWest Mortgages, and Santander Mortgages) typically require the last 3–6 months of bank statements. Our converter produces clean Excel files that are widely accepted by mortgage brokers and lenders. Convert statements from any UK bank to show regular income, direct debits, and consistent account management.
Sole traders and freelancers can extract all business income and expenses from their UK bank statements into Excel. Filter by description to identify deductible expenses such as travel (fuel, train, Uber), subscriptions, equipment, and contractor payments. The Excel output is compatible with most UK accounting software and spreadsheet-based tax calculation tools.
Most UK small businesses use Xero or Sage for bookkeeping. Both accept CSV bank statement imports:
UKVI (UK Visas and Immigration) requires financial evidence for many visa categories. Bank statements in PDF format are accepted, but Excel provides a cleaner view of the maintenance fund balance. Our converter helps immigration consultants and applicants prepare financial documentation quickly.
DWP may request recent bank statements as part of Universal Credit or Housing Benefit assessments. Converting your statements to Excel allows you to clearly present your financial position.
We have dedicated converters for the most popular UK banks: Barclays · HSBC UK · Xero import guide · Sage import guide
Here is a real example of how raw PDF bank statement text is transformed into a clean, structured Excel file:
| Before → After Comparison | |
|---|---|
| Raw PDF (what the bank gives you) | Clean Excel (what you get) |
| 01 Jun 2026 UPI/CR/466893467/Received from Rajesh Kumar/SBIN0003456 5,000.00 1,23,450.00 Cr | Date: 2026-06-01 Description: Received from Rajesh Kumar [UPI: rajesh@sbi] Credit: 5000.00 Balance: 123450.00 |
| 03 Jun 2026 NEFT/DR/SALARY/ACME CORP LTD/REF20260603001 Cr 85,000.00 2,08,450.00 | Date: 2026-06-03 Description: SALARY/ACME CORP LTD / REF20260603001 Credit: 85000.00 Balance: 208450.00 |
| 07 Jun 2026 POS/AMAZON.IN/DEBIT Dr 3,299.00 2,05,151.00 | Date: 2026-06-07 Description: POS / AMAZON.IN Debit: 3299.00 Balance: 205151.00 |
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, QuickBooks import, or Tally.