Bank Statement to CSV — Free, Accurate, No Sign-Up
Turn any PDF bank statement into a clean CSV or Excel file — date, description, amount, balance and category. Auto-detects your bank's format and checks the running balance so the numbers add up. Free, no sign-up.
PdfDocShift › Bank Statement to CSV
✅ File ready to download!
How to Convert a Bank Statement to CSV — 3 simple steps
Re-typing a bank statement into a spreadsheet is slow and error-prone. PdfDocShift reads the transaction table from your PDF and delivers a clean CSV — date, description, amount, balance and category. A deterministic engine does the work and checks every row against the running balance; an AI model steps in only for unusual layouts. Scanned statements are OCR'd automatically.
More PDF tools, all free
Every PDF operation you need — one click away.
Three steps, done
No sign-up required. Files are encrypted in transit and auto-deleted after 2 hours.
Why Convert a Bank Statement to CSV?
Bank statements arrive as PDFs, but accounting and analysis happen in spreadsheets. Re-typing dozens of transactions by hand is slow and error-prone. Converting a statement to CSV instantly unlocks the data so you can sort, filter, total and reconcile it, or import it straight into accounting software. Bookkeepers and accountants do this weekly; freelancers and small-business owners do it monthly at tax time; and anyone tracking a budget can pull a year of transactions into a single sheet in seconds. The output is a clean CSV (also openable in Excel) with one row per transaction.
How PdfDocShift Reads Your Statement — Templates First, AI as a Backup
Accuracy on financial data matters, so the tool does not simply "guess" with an AI model. It reads your statement in two stages. First, a deterministic engine extracts the transaction table and validates every row against the running balance — each balance must equal the previous balance plus the transaction amount. That single check catches extraction mistakes and automatically fixes the sign of each amount (money in versus money out). When a layout is unusual enough that the rules cannot parse it confidently, only then does the tool fall back to a Claude Haiku AI model to read the messy parts — and the result is put through the same balance check. The common case is fast, deterministic and reproducible; the AI is a safety net, not the default.
Which Banks and Formats Are Supported?
The tool auto-detects the statement format from the first page, so there is no need to pick your bank from a list. It has been tested across the most common banks in Germany, the US and the UK — including Deutsche Bank, Sparkasse, Chase, Wells Fargo, HSBC and Barclays — and handles many others, plus multi-month and multi-account statements. Both digitally exported PDFs and scanned or photographed statements work; scans are run through OCR first. The CSV contains Date, Description, Amount, Balance, Type and a best-effort Category, ready to import into Excel, Google Sheets, QuickBooks or Xero.
Bank Statement to CSV questions
Everything you need to know about converting bank statements to CSV online for free.
Any PDF statement. The tool auto-detects the layout from the first page and applies a matching template, with an AI fallback for formats it has not seen before. It has been tested across major DE, US and UK banks including Deutsche Bank, Sparkasse, Chase, Wells Fargo, HSBC and Barclays, plus many others.
Every row is validated against the running balance — each balance must equal the previous balance plus the transaction amount. This catches extraction errors and automatically corrects the sign (money in vs money out) of each amount, so most statements convert with near-perfect accuracy.
Yes. Files are uploaded over an encrypted connection, processed on our servers, and permanently deleted after 2 hours. No account is required and your statement is never shared or sold.
Date, Description, Amount, Balance, Type (debit or credit) and a best-effort Category. The file imports cleanly into Excel, Google Sheets, QuickBooks, Xero and most accounting software.
Yes. Scanned or photographed statements are run through OCR to add a text layer, then parsed. Review the output for very faint or low-resolution scans, where OCR can occasionally misread a digit.
Yes. All pages are processed, and multi-month or multi-account statements are supported. Transactions are written to the CSV in the order they appear in the document.