Bank statement conversion guides

Every converter and bank guide in one place. Each page has the converter built in, so you can convert a statement without leaving it. Open the main converter or see pricing.

Convert bank statements

PDF statements to Excel or CSV, and how to choose a method.

• Bank statement to Excel Convert PDF bank statements to Excel in your browser. Balances are checked where the statement prints them, so misread rows are flagged before you export.
• Bank statement to CSV Convert PDF bank statements to CSV with no upload. Multi-line descriptions, debit/credit columns and US/UK dates are handled; balances are checked where printed.
• Convert a bank statement to Excel Three ways to convert a bank statement to Excel: download CSV from your bank, copy and paste, or convert the PDF. See which to use and how to check the result.
• Free bank statement converter A free bank statement converter with no signup: 5 PDF pages a day to Excel or CSV, processed in your browser, with balances checked where printed.

QuickBooks, Xero and OFX imports

Create or read QBO, OFX and QFX bank files, and move CSVs into accounting software.

• PDF to QBO (QuickBooks) Convert PDF bank and credit card statements into QBO (QuickBooks Web Connect) files. Balance-checked, with stable transaction IDs so re-imports do not duplicate.
• CSV to QBO Convert bank CSV exports into QBO Web Connect files for QuickBooks. Columns are detected automatically, including debit/credit, signed amounts and running balance.
• QBO / OFX / QFX to CSV Open QBO, OFX and QFX bank files as CSV or Excel. Free, private, in-browser conversion with account, date, amount, payee and memo for every transaction.
• PDF to OFX Convert PDF bank statements to OFX for Xero, Quicken, Sage, Wave, MoneyWiz and other apps. Processed locally in your browser, with balances checked where printed.
• CSV to OFX Convert a bank CSV to an OFX file in your browser. Columns are detected automatically, transactions get stable IDs, and the running balance is checked.
• OFX to CSV Convert OFX bank files to Excel (.xlsx) or CSV in your browser. OFX 1.x and 2.x, bank and credit card accounts, with the closing balance checked.
• QFX to CSV Convert Quicken QFX files to CSV or Excel in your browser. Free for 5 pages a day, with the ledger balance checked and nothing uploaded.
• CSV to IIF (QuickBooks) What IIF files are, why QuickBooks bank imports no longer use them, and how to get a bank CSV into QuickBooks as a QBO file with duplicate protection.

Bank file formats

MT940, camt.053 and BAI2 explained, with conversion to CSV and Excel.

• MT940 to CSV Convert MT940 / SWIFT .sta bank statements to CSV, Excel, QBO or OFX in your browser. Structured :86: details are decoded and opening and closing balances verified.
• camt.053 to CSV Convert camt.053 bank statement XML to CSV, Excel, QBO or OFX. Supports camt.053.001.02 to .08, booked entries only, with opening and closing balances checked.
• BAI2 to CSV Convert BAI2 cash management files to CSV, Excel, QBO or OFX. Handles 88 continuation records, funds types and multiple accounts, and checks ledger balances.

US banks

Download options, statement layouts and gotchas for US banks.

• Chase statement to Excel Convert Chase checking and credit card PDF statements to Excel, CSV or QuickBooks. Runs in your browser, handles multi-line rows and checks balances where printed.
• Bank of America statement to Excel Convert Bank of America PDF statements to Excel, CSV or QuickBooks. Download options, statement layout, common gotchas and a balance-checked conversion.
• Wells Fargo statement to Excel Convert Wells Fargo PDF statements to Excel, CSV or QuickBooks. How to get the PDFs or an activity download, what the layout looks like, and common pitfalls.
• Capital One statement to Excel Convert Capital One bank and credit card PDF statements to Excel, CSV or QuickBooks. Download options, layout notes and credit card sign handling.
• PNC statement to Excel Convert PNC QFX or QBO exports and PDF statements to Excel or CSV, read in your browser. PNC keeps up to 7 years of checking statements online.
• TD Bank statement to Excel Convert TD Bank PDF statements to Excel or CSV, read in your browser and checked against the balances. TD keeps up to 7 years of statements online.
• U.S. Bank statement to Excel Convert U.S. Bank CSV, QFX and QBO downloads or PDF e-statements to Excel, read in your browser. Why downloads stop at 18 months and what to use instead.
• Regions statement to Excel Convert Regions Bank PDF statements to Excel or CSV in your browser. Up to seven years of online statements, and how the Web Connect download differs.
• SoFi statement to Excel Convert SoFi Checking and Savings CSV exports or PDF statements to Excel, read in your browser. The 2-year export range and where SoFi keeps statements.

UK banks

Download options, statement layouts and gotchas for UK banks.

• Tide statement to CSV Download a Tide statement as CSV or PDF, and convert Tide PDF statements to Excel, CSV, QBO or OFX with a balance check. Limits and steps explained.
• Barclays statement to CSV How to download Barclays statements as CSV or PDF, why the CSV has no balances, and how to convert Barclays PDF statements to Excel, CSV, QBO or OFX.
• NatWest statement to Excel Convert NatWest PDF statements to Excel, CSV, QBO or OFX. Online banking export options, statement layout and why the export lacks opening balances.
• HSBC UK statement to Excel Convert HSBC UK PDF statements to Excel, CSV, QBO or OFX. How the transaction download differs from the statement, plus layout notes and gotchas.
• Lloyds statement to Excel Convert Lloyds Bank PDF statements to Excel, CSV, QBO or OFX. Download steps, why the CSV export is limited, and how the balance check helps.
• Monzo statement to Excel Convert Monzo PDF statements or CSV exports to Excel, read in your browser. How to download a Monzo statement and which of its three formats to pick.
• Nationwide statement to Excel Convert Nationwide PDF statements to Excel or CSV in your browser. 36 months of statements online, one download at a time, and the midata 31-day gap.
• Santander UK statement to Excel Convert Santander UK PDF statements to Excel or CSV in your browser. Where statements live, the 600-transaction download limit and the midata CSV.
• Starling statement to Excel Convert Starling Bank PDF statements or CSV exports to Excel, read in your browser. Monthly statements, custom-range exports and closed-account history.
• Wise statement to Excel Convert Wise MT940, CSV or PDF statements to Excel, CSV or QuickBooks, read in your browser. Which Wise format to pick and the 365-day statement limit.

Compare

How RowBalance compares with other converters.

• DocuClipper alternative RowBalance vs DocuClipper for bank statement conversion: local in-browser processing, a $9 one-off pass and balance checks, and where DocuClipper does more.