Bank Statement PDF → CSV
Convert any bank statement (native or scanned PDF) into a clean CSV—ready for Excel, Google Sheets, QuickBooks, Xero, or your underwriting workflow.
Why TryDocu for CSV
Accurate extraction
Dates, descriptions, debits, credits, running balance, and page/account info.
Works on scans (OCR)
Read photographed or low‑quality PDFs and output structured rows.
Batch convert
Upload multiple PDFs and download one zip of CSVs or a unified file.
Smart normalization
Consistent date formats, thousand separators, negative amounts, and debit/credit splitting.
Encoding handled
UTF‑8 with optional BOM for seamless import into Excel/Windows tools.
Privacy first
Encrypted in transit/at rest; you control deletion.
Output: CSV (.csv). Optional settings: delimiter (comma/semicolon), decimal (dot/comma), include header row, one file per statement or combined.
How to Convert a Bank Statement PDF to CSV
- 1
Upload your bank statement (PDF; scans supported).
- 2
Choose CSV options (delimiter, decimal, header row, combine files).
- 3
Click Convert.
- 4
Download your CSV and open in Excel/Sheets or import into your tool.
Tip: Remove passwords from locked PDFs before uploading.
What the CSV Looks Like
- Default columns: date, description, debit, credit, balance, check_number, page, account
- Running balance preserved when present.
- Amounts exported as numbers (no currency symbols).
- Dates normalized to ISO YYYY‑MM‑DD (configurable).
Supported Statements & Banks
Supports most US and international banks, including Chase, Bank of America, Wells Fargo, Capital One, Citi, American Express, PNC, U.S. Bank, TD Bank, HSBC, and more.
Common Uses
Accounting & bookkeeping
Import CSVs into QuickBooks, Xero, Zoho Books, or custom ledgers.
Lending & underwriting
Build income and cash‑flow worksheets fast.
Tenant screening
Verify deposits and rent history.
Analytics
Load transactions into Excel/Sheets, Snowflake, or BI tools.
CSV Options & Best Practices
Delimiter
Use comma (US) or semicolon (EU locales using comma decimals).
Dates
Keep ISO for reliable sorting and cross‑tool compatibility.
Encoding
Choose UTF‑8; enable BOM for older Excel on Windows.
Large files
Batch‑convert months and download a single zip.
Frequently Asked Questions
Will this work with scanned PDFs?
Yes. OCR converts scanned or photographed statements into rows in your CSV.
My PDF is password‑protected—what now?
Unlock it in your banking portal or PDF viewer, then upload the unlocked file.
Can I combine multiple statements into one CSV?
Yes—toggle Combine files to merge months/accounts into a single CSV with an account column.
How are negative amounts handled?
We export separate debit and credit columns (positive values) to reduce import errors; a combined signed amount is optional.
Do you support non‑US date/number formats?
Yes—choose your preferred date format and decimal/delimiter options before converting.
Is my data secure?
Files are encrypted in transit and at rest. You can permanently delete uploads at any time. See Security.
Do you support credit card statements?
Yes—most credit card PDFs convert like checking/savings statements.