PDF extraction
Convert Bank Statement PDF to Excel
Convert a PDF bank statement into an Excel/CSV table: dates, descriptions, money in/out and running balance. Categorised and totalled. Free, no signup.
- Free
- No signup
- No watermark
- Runs in your browser
Your data
Drop a bank statement PDF, or click to upload
or click to choose · application/pdf,.pdf
No signup, no watermark. The preview on the right uses real sample data — run it, then download.
Result · 12 rows
| Date | Description | Category | Money Out | Money In | Balance |
|---|---|---|---|---|---|
| 2024-05-01 | Opening balance | Other | 0 | 0 | $18,420.00 |
| 2024-05-02 | Stripe payout | Income | 0 | 6,240 | $24,660.00 |
| 2024-05-03 | AWS | Software | 1,840 | 0 | $22,820.00 |
| 2024-05-06 | Payroll run | Payroll | 12,500 | 0 | $10,320.00 |
| 2024-05-08 | Client wire — Globex | Income | 0 | 8,800 | $19,120.00 |
| 2024-05-10 | WeWork | Rent | 2,600 | 0 | $16,520.00 |
| 2024-05-14 | Google Ads | Marketing | 3,200 | 0 | $13,320.00 |
| 2024-05-17 | Stripe payout | Income | 0 | 5,410 | $18,730.00 |
| 2024-05-21 | Staples | Office | 254 | 0 | $18,476.00 |
| 2024-05-24 | Client wire — Initech | Income | 0 | 7,300 | $25,776.00 |
| 2024-05-28 | SaaS subscriptions | Software | 980 | 0 | $24,796.00 |
| 2024-05-31 | Bank fees | Fees | 45 | 0 | $24,751.00 |
How it works
From your data to a result in four steps
- 01 Drop your PDF
Drag in a PDF, or click to choose one. Born-digital and scanned files both work.
- 02 Tables are detected
The extractor reads the table structure — columns and rows — rather than screenshotting the page, so values stay aligned.
- 03 Review the preview
Check the reconstructed rows and any low-confidence cells flagged for you.
- 04 Download CSV or Excel
Export a clean spreadsheet, ready for your accounting tool or analysis.
Keep going
Related tools & guides
Invoice Data Extraction
Extract line items, vendors, dates and totals from PDF invoices into a table. Download as Excel/CSV and get an instant expense summary. Free, no signup.
Open tool → PDF → TableReceipt Scanner to Excel
Scan receipts and extract merchant, date, category and amount into a spreadsheet. Download to Excel/CSV and total your spend instantly. Free, no signup.
Open tool → PDF → TableExtract Tables from Financial Report PDF
Extract financial statement tables from a PDF report into Excel/CSV: line items by quarter with full-year totals and a quarterly trend. Free, no signup.
Open tool → GuideHow to Extract Tables From a PDF (Without Retyping)
Copy-paste mangles columns and OCR drops decimals. Here is how to pull a PDF table into a clean spreadsheet — and keep it aligned.
Read guide → DefinitionOCR (Optical Character Recognition)
OCR (optical character recognition) converts images of text — like a scanned page or photo — into machine-readable characters.
Read definition →FAQ
Frequently asked questions
- How do I convert a bank statement PDF to Excel?
- Upload the statement PDF. Each transaction line — date, description, amount and balance — is extracted into a table you can download as Excel or CSV.
- Does it categorise transactions?
- Yes. Transactions are grouped into categories so you can see money-in vs money-out and spending by category at a glance.
- Is my banking data safe?
- Extraction runs on a stateless endpoint and nothing is stored. For recurring reconciliation, graduate to a workspace where statements are imported and reconciled automatically.