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PDF bank statement converter

From bank statement to spreadsheet.

Turn your PDF into clean transaction rows. Check them against the original, then download your file.

  • First 50 transactions free
  • No account or card to try

Convert a PDF statement

First 50 transactions free

Drop your statement here

or choose a file from your computer

We don’t save your original PDF. Signed-in results stay in your history for 7 to 730 days, depending on plan.

  • PDF
  • Up to 10 MB
  • Text-based, not scanned
Scanned PDF? See what to do

Scans and photos of paper statements can’t be read reliably. Sign in to your online banking and download the statement as a PDF instead. If the PDF covers many months, download one month at a time.

No file to hand?

Works with statements from

Find your bank
  • Barclays
  • HSBC
  • Lloyds Bank
  • NatWest
  • Monzo
  • Starling Bank

How it works

A useful spreadsheet.
Three simple steps.

Start with the PDF you already have. Use the sample if you just want a look around.

  1. Step 1: Choose your PDF

    Use a statement downloaded from your bank. A text-based PDF gives the converter the clearest starting point.

  2. Step 2: Check the rows

    See extracted dates, descriptions and amounts beside your original statement, with a balance check.

  3. Step 3: Download your file

    Save the first 50 transactions free as CSV. Paid plans add volume and more export formats.

See what you get

The detail you need.
In the columns you expect.

  • Check rows beside your original PDF before downloading.
  • Balance check: opening + transactions = closing.
  • CSV on every plan. Excel, QBO and QFX from Professional.
Explore export formats

april-2026-sample.pdf · 12 rows

Balance matches

£1,000.00 opening £2,368.91 net transactions £3,368.91 closing

Fictional sample rows with one row flagged to check
01 AprALDER STUDIO - INVOICE 021£1,450.00
02 AprEXAMPLE OFFICE SUPPLIES-£24.50
03 AprSAMPLE SOFTWARE SUBSCRIPTION-£12.00
14 AprCARD 4821 EXAMPLE CAFE-£6.40

1 row to check before you download

Fictional sample, not customer data. Always check a conversion against the original PDF.

Categorisation

See where the money went. On every row.

After the rows are extracted, ConvertBank can tag each transaction with a category, for example Groceries, Travel, Software, Income or Transfers, and show the totals before you export.

Compare plans

This month by category

april-2026-sample.pdf1-30 Apr 2026

Spend£324.80
Income
£1,450.00
Spend
£324.80
Net
+£1,125.20
  • Transfers
  • Groceries
  • Travel
  • Software

Categories appear on every row, before you download.

Spend by category

Four spend categories · £324.80 total

  • Income

    +£1,450.00

    Credit

  • Transfers

    -£200.00

    Spend

  • Groceries

    -£64.20

    Spend

  • Travel

    -£48.60

    Spend

  • Software

    -£12.00

    Spend

Not available on FreeStarter +£19.99/month add-onProfessional +£9.99/month add-onBusiness includedPrices exclude VAT

Fictional sample, not customer data.

Before you start

A few useful answers.

Still unsure? Visit support.

Your next statement,
without the retyping.

Try the first 50 transactions as CSV. No account or card required.

Convert a statement