Why CSV
CSV is the most widely accepted format for importing transactions. Spreadsheets open it directly, and most accounting and budgeting tools can import it after you match the columns once.
- 1Choose your files
- 2Check the result
- 3Download CSV
Bank statement to CSV converter
Turn a PDF bank statement into a clean CSV file with one line per transaction, ready to import into a spreadsheet or accounting software. Every balance is checked first, and the file never leaves your computer.
Drag your files here
or
PDF, scans and photos, Word, Excel and CSV. Several files or a whole folder at once.
Up to 100 MB each. The files stay on this computer.
No PDF at hand?
The file is read by your browser and never uploaded.
Opening the file…
This PDF is protected with a password
Type the password to open it. It's used on this computer only.
Masks IBANs and long numbers in text; other codes may be masked too. Names, addresses and short identifiers remain. Review the export before sharing. Saved projects contain the original file and are not masked.
Choose Excel to preserve codes, leading zeros and cell types. Spreadsheet apps may reinterpret CSV values. Downloads and printing include the full document unless you enable selection-only export below.
Preview
No rows match. Clear the search or reset the filters.
Double-click a cell to correct it. The row number and the column title open more actions.
Corrections made with other settings are kept: switch the setting back to see them.
Open a file to check it, correct cells or see the original. Downloads include your corrections.
Masks IBANs and long numbers in text; other codes may be masked too. Names, addresses and short identifiers remain. Review the export before sharing. Saved projects contain the original file and are not masked.
01How it works
How to convert a bank statement to CSV
- 01
Choose the PDF
Drag the statement onto this page or press “Choose a PDF”.
- 02
Check the balances
Look at the preview and the banner above it. Green means every running balance adds up, so no transaction is missing.
- 03
Download CSV
Press “Download CSV”. If you need formulas and formatting, the Excel download is one click away.
02The result
The CSV format
The file is UTF-8 with a byte order mark, so names in any language open correctly in Excel. Values are separated by commas, dates are written as YYYY-MM-DD and amounts use a dot for decimals, which most importers expect.
| Date | Description | Money out | Money in | Balance |
|---|---|---|---|---|
| 2026-10-01 | Card payment Green Leaf Grocers | 54.20 | 2395.80 | |
| 2026-10-01 | Salary Harbour Design Ltd | 3200.00 | 5595.80 | |
| 2026-10-02 | Direct debit City Energy | 96.40 | 5499.40 |
03What it reads
Before you import
- Money out and money in are separate columns. If your software wants one signed amount, add a column with =D2-C2 in Excel
- When the importer asks for the date format, choose YYYY-MM-DD
- Keep the Balance column for checking, or delete it if your software does not use it
- Look for the green banner first: it confirms that no transaction is missing
04Good to know
Private by design
The statement is read by your browser and nothing is uploaded. That makes it safe to convert statements with names, account numbers and salaries. Read the privacy policy.
05Questions
Questions about bank statement to CSV
Is it free?
Yes, with no sign-up and no limit on statements.
Will my accounting software accept this CSV?
Most accounting and budgeting tools import CSV files with a date, a description and amounts. You may need to match the columns once on the import screen. Tidysheet does not write any program's own import format.
Why are there two amount columns?
Money out and money in are kept apart so nothing gets mixed up. If you need one signed amount, add a column with the formula =D2-C2.
Which date format does the CSV use?
YYYY-MM-DD, for example 2026-10-31. It is the format importers misread least.
Can I convert password-protected statements?
Yes. Type the password when asked; it is used on your computer only.
06Also useful
More converters and guides
- Bank statement to ExcelDate, description, money in, money out and balance, with every balance checked.
- PDF to CSVAny table from a PDF as a CSV file, ready to import.
- Credit card statement to ExcelPurchases, payments and refunds, with the amount you owe checked.
- Check statement balancesOne Excel formula that shows whether every row of a statement is right.