Convert any bank statement PDF into a clean, analysis-ready CSV. Open it in Excel, build pivot tables, and audit every transaction without manual data entry.
The converter exports a clean 4-column CSV that maps directly to Excel columns:
Date,Description,Amount,Balance 06/03/2026,Whole Foods,-87.42,1422.18 06/03/2026,Stripe payout,2410.00,3832.18 06/04/2026,AWS,-312.55,3519.63
After opening in Excel, select any cell and insert a PivotTable → drag Date to Rows and Amount to Values. You now have a monthly spending summary in one click.
PDFs are not spreadsheets. convertbank extracts the transaction table from the PDF and gives you a clean CSV file, which opens perfectly in Microsoft Excel, Google Sheets, and Apple Numbers. No copy-paste, no manual retyping.
CSV is the most reliable export from bank statements. It imports into Excel without formatting issues, works with formulas immediately, and is small enough to email. XLSX is useful when you want multiple formatted sheets or embedded charts. The converter gives you CSV; you can then Save As → XLSX in Excel.
Once the CSV is in Excel, add a new column for Category, use SUMIF or pivot tables to group by month, and create a chart to spot spending trends. Because the converter preserves Date, Description, Amount, and Balance columns, you have everything you need for reconciliation.
The CSV contains raw data, so any formulas, conditional formatting, or charts you add in Excel stay separate in your workbook. That is actually a benefit — you can re-import a new month and the same analysis sheet updates automatically when you point it at the new CSV.
No. The PDF is parsed in your browser using WebAssembly. Nothing is uploaded, logged, or stored. You can verify in DevTools → Network — there are zero outbound requests with file contents.
Free preview, $4.99 one-time unlock per file for the full download. Private, no signup.
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