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Bank statement converter

Turn a PDF bank statement into an Excel or CSV file. Free, with no account.

Convert my statement

Not a bank statement? Use the PDF converter.

Works with
PDFXLSXCSV
Opens inExcelGoogle Sheets
mammoth.io/pdf-to-csv

Drop a PDF here, or choose a file

We read the tables inside it and hand you a clean spreadsheet.

Choose file

PDF · up to 200MB · up to 100 pages. Works with scanned files.

  • Works on scanned PDFs
  • Up to 100 pages
  • Excel or CSV
  • Deleted within an hour

A real run of the PDF converter on our two-page test statement. Download the test statement to try it yourself.

  • Arla Foods logo
  • Bacardi logo
  • British American Tobacco logo
  • Everest Detection logo
  • Golden Acre logo
  • Handlangers logo
  • Inspired Learning Group logo
  • Kantar logo
  • MUFG logo
  • NielsenIQ logo
  • PTI Digital logo
  • RethinkFirst logo
  • Starbucks logo
  • The Specialist Works logo
What you get

Every transaction, in a clean spreadsheet

Use it on its own, or have Mammoth do it for you every week.

  • One row per transaction

    Date, description, amount and balance each get their own column.

  • Every page is read

    You see each table it found, with its page and row count, so nothing goes missing.

  • Works with any bank's layout

    It reads the table on the page, so it doesn't need a template for your bank.

How it works

How to convert a bank statement to Excel or CSV

If your bank lets you download a CSV, do that instead. It's cleaner.

  1. PDF

    august-statement.pdf

    Step 1

    Upload your statement

    Drop in the PDF. Scanned statements work too.

  2. Only tables
    All content
    Custom

    Step 2

    Choose Only tables

    This pulls out the tables, including the transactions, and skips the rest of the page.

  3. Page 137 rows
    Page 211 rows

    Step 3

    Check the rows

    Each table shows its row count. Compare a few rows with the PDF.

  4. Opening4,210.55
    + Credits15,839.12
    − Debits5,780.32
    = Closing14,269.35

    Step 4

    Check the balance

    Opening balance, plus credits, minus debits, should equal the closing balance.

  5. CSVXLSX
    you@company.com
    Receive my file

    Step 5

    Get your file

    Choose Excel or CSV and enter your business email. We send the file there.

Tested

We tried it on real bank statements

Two banks publish a sample statement on their websites. We ran both through the converter. Here is what came back.

  • Impact Bank

    21 of 21 transactions on page 1 match the PDF

    2 pages5 tablesUnder 15 seconds

    On the statement · page 1 · a scan

    The first five transactions on page 1 of Impact Bank's sample statement
    The PDF is a scanned image, with no text to copy. Get the PDF from Impact Bank and try it yourself.

    What came back · Table 1

    DateDescriptionDebitCreditBalance
    10/02POS PURCHASE4.2365.73
    10/03PREAUTHORIZED CREDIT763.01828.74
    10/04POS PURCHASE11.68817.06
    10/05CHECK 12349.98807.08
    10/05POS PURCHASE25.50781.58
    +16 more rows

    Page 2 came back as four more tables: the full descriptions, the interest line and the list of checks.

  • Carson Bank

    14 of 14 rows on page 1 match the PDF

    6 pages7 tablesUnder 25 seconds

    On the statement · page 1

    The first five rows of the transactions table on page 1 of Carson Bank's sample statement
    Get the PDF from Carson Bank and try it yourself.

    What came back · Table 1

    DateDescriptionDebitsCreditsBalance
    06/28/2019Previous Balance$445.28
    07/01/2019Deposit = 131$209.54$654.82
    07/01/2019Deposit = 131$389.77$1044.59
    07/01/2019Deposit = 131$285.58$1330.17
    07/01/2019C&J CLARK RETAIL ACH DEBIT SETTLEMENT STORE NBR 131$21.70$1308.47
    +9 more rows

    The daily balances and the interest charges came back as tables of their own. Amounts lose their thousands comma: $1,044.59 comes back as $1044.59.

Both are sample statements with made-up customers. Two banks are not every bank, so check a few rows of your own.

Convert my statement
Check your file

Make sure nothing is missing

Add the credits and subtract the debits. You should land on the closing balance printed on your statement.

  • It matches: every transaction is there
  • It doesn't: the difference is often the missing amount
  • Works in Excel or Google Sheets
august-statement.xlsx · Check
1Opening balance4,210.55
2+ Credits15,839.12
3− Debits5,780.32
4= Calculated closing14,269.35
5Closing balance14,269.35✓ matches

Numbers from our test statement.

Who it's for

Who uses a bank statement converter

  • Bookkeeping

    Reconcile bank activity against your books.

  • Switching accounting software

    Import months of old transactions.

  • Tax time

    Add up a year of expenses by category.

  • Loans and audits

    Hand over a clean list of transactions.

Your options

Other ways to do it

Sometimes you don't need a converter.

  • Your bank's CSV

    Recent months

    • FreeYes
    • Scanned PDFsDoesn't apply
    • Old or closed accountsPartly
    • Many files at onceDoesn't apply

  • Excel Power Query

    Simple digital PDFs

    • FreeYes
    • Scanned PDFsNo
    • Old or closed accountsYes
    • Many files at onceYes
  • This page

    This converter

    Any PDF, including scans

    • FreeYes
    • Scanned PDFsYes
    • Old or closed accountsYes
    • Many files at onceNo

  • Paid converters

    Lots of files

    • FreeNo
    • Scanned PDFsYes
    • Old or closed accountsYes
    • Many files at onceYes
Every month

Converting statements every month?

Mammoth can do it for you. Put your statements in a folder and they're added to one table automatically.

Try Mammoth free

Statements

Checking ··4821Sep.pdf
Savings ··0937Sep.pdf
Card ··5512Sep.pdf
DriveDropboxOneDriveSFTP
All accountsUp to date
Sep 01Payroll+3,250.00
Sep 02Office supplies−84.19
Sep 03Interest+12.40
Sep 03Rent−1,900.00
Sep 04Software−49.00
Sep 05Client payment+2,400.00

Illustration. Every new file in the folder is added to the same table.

Your statement stays private

We read your PDF, send you the file, and delete the PDF within an hour.

  • SOC 2 Type II
  • ISO/IEC 27001:2022
  • HIPAA
  • GDPR

How we handle your data

Convert my statement

  1. You upload

    august-statement.pdf

  2. We read the tables

    No account, no sign-up

  3. File sent to you

    To the business email you enter

  4. PDF deleted

    Within an hour

    < 1 hour

Prefer not to upload? Excel's Power Query can read simple PDFs on your computer.

FAQ

Questions people ask

What is a bank statement converter?
A tool that turns the transactions in a PDF bank statement into a spreadsheet. Each transaction becomes one row, so you can sort, filter and add them up.
What do I get back?
An Excel or CSV file with the same columns as your statement, such as date, description, debit, credit and balance. Each table comes back on its own, marked with the page it came from. Summary boxes and check lists come back as tables too.
Does it work with my bank?
It should. It doesn't use bank templates. It reads the table on the page, whichever bank it's from.
Excel or CSV: which should I pick?
Pick Excel if you'll work on it in Excel. Pick CSV if you're importing it into accounting software.
Do I need an account?
No. You only enter a business email, so we can send you the file.
Why is it free?
It's made by Mammoth. Some people who convert statements every month go on to automate it with Mammoth. You don't have to.
Does it work on scanned statements?
Yes. Scans are harder to read than digital PDFs, so check a few rows against the statement before you rely on it.
What happens to my statement after I upload it?
We read the PDF to find the tables and delete it within an hour.
Can't I just download a CSV from my bank?
If you can, do. Converting helps when your bank only gives you PDFs, the account is closed, or you need statements older than the bank lets you download.
Should I use Excel's Power Query instead?
It's free and works well on clean, digital PDFs. It struggles with scans and with layouts that change month to month.
I have statements from several accounts every month.
Mammoth can do this for you. Put the statements in a folder and each one is added to the same table automatically.

Extract, clean and send it on, every week

Mammoth reads each new file, cleans the data and sends it to your database, SharePoint or a dashboard.

Try freeBook a demo
  • ✓ Free trial
  • ✓ No credit card
  • ✓ Viewers always free

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