Convert a bank statement PDF to Excel
Drop in a bank statement PDF and within seconds it’s pulled apart, right in your browser, into a clean table: a date column, a description column, debit/credit, and a running balance — ready to export as Excel (.xlsx) or CSV. The part that matters most: this is your financial data, so StatementSift parses everything on your own device and never uploads a single byte to a server or feeds it to any third-party AI. It also reconciles as it goes — it adds each row’s amount to the previous balance and flags any row where the math doesn’t line up, so you catch a missed line, a misread figure or a flipped sign on the spot. One honest note: text-based PDFs downloaded straight from online banking are the sweet spot and convert fast and accurately; scans and photos have no text layer, so use the Scanned OCR (Beta) tool and check every figure.
Drop in a bank statement PDF and within seconds it’s pulled apart, right in your browser, into a clean table: a date column, a description column, debit/credit, and a running balance — ready to export as Excel (.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
How to bank statement to excel
- 1Drag your bank statement PDF into the drop zone, or click to choose a file.
- 2StatementSift reads the text coordinates locally and detects the date / description / amount / balance columns.
- 3Review the preview table and the balance check; verify any red-flagged rows and edit cells inline if needed.
- 4Export — download as Excel (.xlsx), CSV, or QuickBooks/OFX format.
Why use StatementSift's Bank statement to Excel?
- Your financial data never leaves the device: parsing, detection and export all run in your browser. The statement touches no server and is never sent to an external LLM — which, for bank data, matters more than speed.
- It doesn’t just convert, it catches errors: a row-by-row balance reconciliation is the trust step accountants do by hand. Rows that don’t add up are flagged red so you can spot a missed or misread line — most converters skip this.
- Handles single-amount and debit/credit layouts: it works out whether the statement uses one signed amount column or separate debit and credit columns, merges continued tables across pages, and drops repeated headers.
- Free forever, no page caps: unlike cloud tools that meter by page and wipe your quota each month, an 80-page full-year statement converts free.
Frequently asked questions
No. StatementSift is a pure browser-side tool — reading the PDF, detecting the table, running the balance check and building the Excel file all happen on your device. Nothing is uploaded, stored, or sent to any external AI. You can even test it offline: it still converts with no connection, which is the hardest proof that nothing leaves your browser.
Honestly, it depends. Text-based PDFs downloaded straight from online banking — regular layout, real text layer — are the sweet spot and very accurate at the row level. Merged cells, tables continued across pages, smaller banks and international formats are harder. Scans and photos have no text layer and are noticeably less reliable. So we don’t claim “99% on any statement” — we use the row-by-row balance check to flag suspect rows, and you should verify key figures before exporting.
Major US banks (Chase, Bank of America, Wells Fargo, Citi, Capital One, US Bank, PNC, TD, Truist, Amex, Discover), the main online banks (Ally, Chime, SoFi), plus some credit unions and international banks (HSBC, Barclays, Lloyds, RBC, DBS) — each has its own page. Banks without a dedicated template still convert via the general heuristic with the balance check as a backstop; just verify a bit more carefully.
Yes. Beyond Excel and CSV, StatementSift exports OFX / QBO — the bank-import format QuickBooks and most legacy accounting software accept — generated entirely client-side, so still nothing is uploaded. For Xero and Wave, import the CSV with their template.
StatementSift checks, for each row, that ‘previous balance + this row’s amount = this row’s balance.’ When a row doesn’t reconcile, it usually means that line’s amount was misread, a transaction was missed, or a debit/credit was flipped — so it flags the row for you. It’s a trust feature to backstop accuracy, not a claim that your bank did the math wrong.
Find the page for your bank
Want to see how StatementSift reads your bank’s statement? Open the list of supported banks , where every major bank has its own layout notes and an embedded converter.
Updated · StatementSift team