How to Convert a Bank Statement to Excel (Free, No Upload)

If your accountant, bookkeeper, or budget spreadsheet wants your transactions in Excel, the worst answer is "I'll retype them." The second worst is paying $30/month for desktop software. Here's the fastest, safest way.

Why Excel (and not just CSV) CSV is the universal format, but Excel files keep formatting, formulas, and multiple sheets. Most "bank statement to Excel software" tools either gate you behind a login or upload your most sensitive document to a stranger's server. There's a better path.

The 30-second method 1. Open **convertbank.online/converter** 2. Drag your bank statement PDF onto the upload zone 3. Click the **Excel** download button 4. Open the file in Excel, Numbers, or Google Sheets

The file is parsed locally in your browser using WebAssembly. Nothing is uploaded. No signup. No row limit. No watermark.

What the output looks like Each transaction becomes a row with four columns:

• Date — normalized to a sortable format
• Description — merchant or transfer detail
• Amount — negative for debits, positive for credits
• Balance — running balance when the bank provides it

Drop in a pivot table to group by month or category, or paste it straight into your bookkeeping template.

Which banks work Any bank that issues text-based PDFs — which covers virtually every major institution: **Chase, Bank of America, Wells Fargo, HSBC, Barclays, Lloyds, Santander, Revolut, Monzo, Wise, N26, Starling, ANZ, CommBank, RBC**, and most credit unions. If your statement is a scanned image you'll need an OCR step first; ask your bank for a text PDF in the online portal.

Why we're free We're building the most-loved bank statement converter on the internet. Ads will eventually keep the lights on — the converter itself stays free, forever. No paywalls, no "premium tier" you discover after you've already pasted your data.