Preserve source wording
Exports keep transaction descriptions so you can decide what each label means.
Abbreviation guide
Understand bank statement abbreviations
Banks shorten transaction descriptions in different ways. StatementForge preserves those descriptions in exports so you can review and clean them.
Descriptions Transfers Fees
Review bank-specific labels
Abbreviations can differ by bank, country, card network, and payment method.
Clean after export
Use CSV or XLSX when you want to normalize labels manually.
1
Choose the statement
Choose a text-based bank statement PDF, add a batch on bulk plans, or paste statement text when a PDF is locked.
2
Extract transactions
StatementForge looks for dates, descriptions, withdrawals, deposits, net amounts, and balances.
3
Review rows
Check and edit the transaction table before exporting, especially for unusual layouts or rows that need manual review.
4
Export the file
Download CSV, XLSX, JSON, QBO, OFX, or QIF depending on the workflow you need.
Browser-only Descriptions
Useful for
Bookkeeping notesClarify transaction descriptions before categorizing expenses in another tool.Transfer reviewIdentify internal transfers, e-Transfers, online banking payments, and fees.Statement cleanupKeep raw labels in one column and add your own notes after export.
Before you export
- This page is a practical guide, not financial, legal, tax, or accounting advice.
- Bank statement labels vary by bank, country, card network, and merchant processor.
- Use the converter output as a reviewable starting point, then confirm against the source statement.
Does StatementForge decode every abbreviation?
No. It preserves the source description and lets you review or edit it.
Why do abbreviations differ?
Banks, card processors, and payment networks use different transaction description formats.
Should I remove confirmation codes?
Only if your own workflow requires it. Keep the original export if you need a source trail.
Can I edit descriptions before export?
Yes. You can edit extracted descriptions in the table.
Pick the workflow you need
Start with the format, privacy setup, or statement type that matches the file in front of you. Each guide opens the same converter with a more focused workflow.
Spreadsheet exports
Use these when you want clean rows for spreadsheets, bookkeeping cleanup, or analysis.
Bank statement to CSVCreate a clean CSV transaction file for bookkeeping, spreadsheets, and financial review.Bank statement to ExcelTurn PDF bank statement rows into an editable XLSX workbook for Excel.PDF bank statement to CSVConvert a downloaded statement PDF into a reviewable CSV file.PDF bank statement to ExcelCreate an editable XLSX workbook from a statement PDF.Bank statement to XLSXExport statement rows as a modern Excel workbook.Bank statement to JSONExport parsed transaction rows as structured JSON.CSV statement converterConvert statement PDFs into simple CSV files.
Accounting exports
Create reviewed files for accounting tools that accept QBO, QIF, OFX, or CSV imports.
Bank statement to QBOGenerate a QBO file from reviewed statement rows for QuickBooks workflows.PDF to QBO converterCreate a QBO export from parsed bank statement PDFs.Bank statement to QIFExport statement transactions in the legacy QIF format.PDF bank statement to QIFParse a statement PDF and export legacy QIF transactions.Bank statement to OFXExport reviewed statement rows as OFX.Bank statement to QuickBooksPrepare statement PDF rows for QuickBooks import workflows.
Privacy and bulk workflows
Parse, review, analyze, and batch-convert sensitive statement files in the browser.
Bank statement parserExtract dates, descriptions, amounts, withdrawals, deposits, and balances.Statement extraction softwareExtract transaction data from PDF statements without uploading the files.Bank statement analyzerReview totals, deposits, withdrawals, balances, and extracted rows.Private statement converterConvert sensitive statement files without uploading contents for parsing.Bulk statement converterAdd several statement PDFs and export a combined dataset.Bookkeeping statement converterPrepare statement rows for cleanup and reconciliation.Converter for accountantsTurn client statement PDFs into reviewable exports.
Bank statement guides
Start from a bank-specific or statement-review workflow, then convert the downloaded PDF.
RBC statement to CSVConvert downloaded RBC statement PDFs into spreadsheet rows.TD statement to CSVConvert downloaded TD statement PDFs into spreadsheet-ready rows.Chase statement to CSVConvert downloaded Chase PDF statements into spreadsheet rows.Bank of America to CSVConvert downloaded Bank of America PDFs into spreadsheet rows.How to read a statementUnderstand the fields StatementForge extracts before export.Statement abbreviationsDecode common labels before reviewing exported rows.Bank transactionsUnderstand the transaction fields shown in converted exports.Bank vs credit card statementKnow what changes when reviewing different statement types.
Convert statement descriptions into rows.Convert now