Turn your PDF bank statement into Excel, CSV, or QuickBooks
Doing your own books? Drop in a statement from any major US bank and this bank statement converter hands back a tidy Excel, CSV, or QuickBooks (.qbo) file in under a minute — every line checked against the balance your bank printed. Try 3 conversions free with no card, then plans from $15/month. Nothing you upload is ever stored.
Drag your bank statement PDF in here
or click to pick a file · PDFs only
Everything runs in memory — your file is never saved anywhere. How that works
Your first 3 conversions are on us — no card required
Three steps, under a minute
Step 1
Upload
Drag in the PDF statement you downloaded from your bank.
Step 2
Convert
We pull out every transaction and verify it against your running balance.
Step 3
Download
A ready-to-open Excel, CSV, or Google Sheets file lands on your computer.
99.9%
accuracy, balance-verified
We don't just read your statement — we check our work. Each converted row is reconciled against the running balance your bank printed, so your spreadsheet agrees with your PDF down to the last penny.
Four tidy columns, ready to use
Whichever format you choose — Excel, CSV, Google Sheets, or QBO — you get the same predictable layout, so your bookkeeping never needs rearranging.
Column
Date
When each transaction posted, written as YYYY-MM-DD so sorting and filtering just work.
Column
Description
The complete merchant or memo line, carried over word-for-word from your statement.
Column
Amount
One signed number per row — money coming in shows positive, money going out shows negative.
Column
Balance
What was left in the account after each transaction, penny-for-penny with your PDF.
Example output
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2024-03-04 | PAYROLL DEP ACME DESIGN LLC | +1,875.00 | 4,210.55 |
| 2024-03-06 | CARD PURCHASE HARDWARE SUPPLY | −67.89 | 4,142.66 |
| 2024-03-08 | ACH PMT WEB HOSTING CO | −29.00 | 4,113.66 |
Example data shown — your download reflects your real statement, line for line.
Your bank is on the list
PDF statements from every major US bank are supported. Pick yours below to see exactly how its format converts.
Made for people doing their own books
No accounting degree required. If you can open a spreadsheet, Easy Statement Sheet slots straight into the way you already handle your money.
For small-business owners
Tax season hurts a lot less when the year's transactions are already sitting in a spreadsheet. Convert each monthly statement to Excel, categorize expenses at your own pace, and hand your tax preparer one tidy file instead of a shoebox of PDFs. If you run QuickBooks, grab the .qbo file and skip the retyping entirely.
For freelancers
Invoiced six clients, paid for a pile of subscriptions, and now need to know what you actually earned? Convert your statement to Excel, sort the Amount column, and every deposit and expense is laid out in seconds. Each statement comes out in the same four columns (Date, Description, Amount, Balance), so your income tracker works identically whether you bank with Chase or a local credit union.
For shops & restaurants
Want to confirm that Square, Toast, or Stripe actually deposited what your register says? Convert the month's statement to Excel and filter the Description column for your processor's name — every payout batch pops out instantly. QuickBooks users can pull in the .qbo file directly and skip manual entry, along with the typos that come with it.
Pricing that fits a small business
Test-drive it with 3 free conversions before paying a cent — no card needed.
Starter
$15/mo
400 pages/mo
Professional
$30/mo
1,000 pages/mo
Business
$50/mo
4,000 pages/mo
What happens to your data? Nothing.
A bank statement shows your income, your spending, and your account numbers. That's exactly why this tool was designed to forget everything it sees — here's how.
Gone the second you hit download
While the conversion runs, your statement exists only in RAM on our server. The moment your download kicks off, both the PDF and the spreadsheet are wiped — no disk writes, no database rows, no cloud-storage copies, not even a temp file.
The file itself stays put
We open and read your PDF entirely in memory — the document is never handed to a third party and never touches a disk. The only thing that goes anywhere is the extracted statement text, which our AI partner shapes into rows before the whole lot is thrown away the moment your download begins.
We're not in the data business
You won't find ad pixels, session recorders, or third-party analytics scripts anywhere on this site. The only thing we tally is how many conversions you've run — that's how we know when your 3 free ones are used up — and that's genuinely it.
Common questions, straight answers
Which file types can I turn my statement into?
Pick from Excel (.xlsx), CSV, an XLSX built to open cleanly in Google Sheets, or a QuickBooks Web Connect (.qbo) file that loads straight into QuickBooks Online or Desktop.
Will this work with my bank?
Almost certainly. The converter reads statements from 30+ US banks and credit unions — Chase, Bank of America, Wells Fargo, Citi, Capital One, U.S. Bank, PNC, Truist, Citizens, Navy Federal, American Express, and more. If yours isn't covered yet, email a redacted sample and we'll teach it your bank's layout.
Is it safe to upload a bank statement here?
It is — because we keep nothing. Your PDF and the spreadsheet we build from it exist only in memory while the conversion runs, then vanish the instant your download begins. No database copies, no storage buckets, and no ad trackers watching you.
Will the numbers actually match my statement?
Yes. We reach 99.9% accuracy because every extracted row is verified against the running balance printed on your statement — if the math didn't add up, we'd catch it before you ever opened the file.
What does it cost?
Your first 3 conversions are free, and we never ask for a card up front. After that, plans begin at $15/mo (roughly 30 statements a month). Full details in the pricing section below.
Can I upload a scanned or photographed statement?
Not yet. The converter needs a digital PDF — the file you download from your bank's website or app — because those contain real text rather than a picture of text. Upload a scan and you'll see a friendly heads-up instead of a garbled spreadsheet. Since most banks let you download years of digital statements, grabbing the original is usually faster anyway.
I have a whole year of statements — can I batch them?
Conversions run one PDF at a time, but clearing a stack goes quickly: the Starter plan ($15/mo, 400 pages a month) or Professional plan ($30/mo, 1,000 pages a month) gives you enough headroom to work through twelve months of statements in one sitting.
How do I get my statement into Google Sheets?
Select "Google Sheets" as your output and we'll hand you an XLSX built to open cleanly in Sheets — or grab the CSV and pull it in with File → Import. Either way, Date, Description, Amount, and Balance each land in their own column with zero cleanup on your end.