Bank statement to CSV
Turn PDF bank statements into CSV files your accounting software can import.
Bank statement to CSV converts the transactions in a PDF bank statement into a CSV file that accounting software and spreadsheets can import. Choose separate money-in and money-out columns or a single signed amount, and the date format your software expects. Each row is checked against the statement’s running balance before you download.
How to convert a bank statement to CSV
- 1
Select your PDF bank statements.
- 2
Check the transactions and fix any highlighted rows.
- 3
Pick the amount columns and date format your software expects, then download the CSV.
Questions and answers
Which CSV layout should I choose?
QuickBooks and Xero accept either a single amount column (negative for money out) or separate money-in and money-out columns. If you’re unsure, a single signed amount with dates written as your software shows them is the safest choice.
Will Excel show the accents and currency signs correctly?
Yes. The CSV is saved as UTF-8 with a marker that tells Excel which encoding it uses.
Is PDFfinch free?
Yes. Every tool is free to use, with no account, no email and no watermark added to your files.
Does it work on my phone?
Yes. PDFfinch works in any modern browser on Windows, Mac, Linux, iPhone and Android. There is nothing to install.