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 freeDrop 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.
- 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 bankHow 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.
Step 1: Choose your PDF
Use a statement downloaded from your bank. A text-based PDF gives the converter the clearest starting point.
Step 2: Check the rows
See extracted dates, descriptions and amounts beside your original statement, with a balance check.
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.
april-2026-sample.pdf · 12 rows
Balance matches£1,000.00 opening £2,368.91 net transactions £3,368.91 closing
| 01 Apr | ALDER STUDIO - INVOICE 021 | £1,450.00 |
| 02 Apr | EXAMPLE OFFICE SUPPLIES | -£24.50 |
| 03 Apr | SAMPLE SOFTWARE SUBSCRIPTION | -£12.00 |
| 14 Apr | CARD 4821 EXAMPLE CAFE | -£6.40 |
1 row to check before you download
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 plansThis month by category
april-2026-sample.pdf1-30 Apr 2026
- 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.
Pricing
Start free. Choose what fits.
Starter
£9.99/month
50 conversions / month
Regular CSV exports
- CSV export
- Email support
- Categorisation +£19.99/month add-on
Professional
For Excel & accounting files£19.99/month
150 conversions / month
Excel & accounting files
- CSV, Excel, QBO and QFX
- Priority email support
- Categorisation +£9.99/month add-on
Business
£39.99/month
500 conversions / month
More statements each month
- Everything in Professional, plus JSON
- Batch processing
- Categorisation included
Free plan: 1 conversion a month, up to 50 transactions, as CSV. Categorisation is not available on the Free plan. Prices exclude VAT; UK VAT is added at checkout, with a VAT invoice for every payment. Paid plans are billed monthly in GBP.
Your next statement,
without the retyping.
Try the first 50 transactions as CSV. No account or card required.