Bank Statement to Excel — Free, Private PDF Converter

When you need bank statements in Excel

The most common use cases for clean, structured transaction data.

Tax preparation

Your accountant needs spreadsheets, not PDFs. Convert your statements to Excel for easy tax filing and deduction tracking.

Budgeting

Categorize and analyze spending in Excel. Sort by amount, filter by merchant, or create pivot tables to understand where your money goes.

Loan applications

Organize financial records for mortgage, auto, or business loan applications. Lenders often request transaction histories in spreadsheet format.

Bookkeeping

Import into QuickBooks, Xero, or Wave. Excel exports make it easy to reconcile accounts and prepare financial statements.

How to convert your bank statement

Three steps. Under a minute. Nothing leaves your browser.

01

Download your statement PDF

Log into your bank's website and download your monthly or quarterly statement as a PDF. Most banks offer this in the statements or documents section.

02

Open it in our converter

Click below to go to ExtractMyStatement. Select your PDF file — it will be processed entirely in your browser without any upload.

03

Review and export to Excel

Preview the extracted transactions, make any needed adjustments, and click "Export to Excel" to download your .xlsx file.

Which banks work?

If your bank gives you a digital PDF with selectable text, it works.

Chase, Wells Fargo, Bank of America, Citi, Capital One, US Bank, PNC, TD Bank, and most other banks that provide digital PDF statements work perfectly with ExtractMyStatement.

Our extraction algorithm is designed to handle the most common bank statement formats. If your bank uses a standard table layout for transactions, it will work.

Frequently asked questions

Can I convert multiple months at once?

You can process one PDF at a time, but multi-page PDFs work perfectly. If your bank provides a combined statement covering multiple months in a single PDF, ExtractMyStatement will extract all transactions from all pages.

Will the formatting be preserved?

ExtractMyStatement organizes your data into a clean table format with Date, Description, Amount, and Balance columns. This is the standard format that works well in Excel for sorting, filtering, and analysis.

Is this better than copy-paste?

Yes. Copy-paste from PDF usually dumps everything into one column or preserves the PDF's visual layout which isn't useful for spreadsheet analysis. ExtractMyStatement intelligently parses the transaction table and separates each field into its own column.

Do I need to install anything?

No. ExtractMyStatement works entirely in your browser. No downloads, no installation, no account required. Just open the page, select your PDF, and export to Excel.

Ready to convert your bank statement?

Drop in your PDF, walk away with a clean Excel file. No upload, no signup, no limits.

Open the converter

Convert your bank statement to Excel.