Editable Excel output
Download an XLSX workbook with structured columns so you can filter, reconcile, and clean transactions in Excel.
PDF to Excel converter
Convert a bank statement PDF to Excel
Turn bank statement PDFs into editable XLSX workbooks for Excel, accounting review, bookkeeping cleanup, and transaction analysis.
XLSX workbook Editable rows Local conversion
Review before export
Check extracted rows in the browser before the workbook is created.
Useful for monthly statements
Convert one statement at a time on Free, or use paid bulk batches for higher volume conversion work.
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 XLSX ready
Useful for
Reconciliation prepBring statement activity into Excel before checking deposits, withdrawals, and balances.Client cleanupCreate a workbook from PDFs when clients send statements instead of bank-feed exports.Cash-flow reviewAnalyze inflows and outflows with normal spreadsheet formulas after export.
Before you export
- Works best with downloadable text-based PDF statements. Local image-to-text can read the first 8 scanned pages and needs manual review.
- Always review exported rows before importing them into accounting software.
- StatementForge is not a bank integration. It converts statement files that you provide.
How do I convert a bank statement PDF to Excel?
Choose the statement PDF, review the extracted transaction table, then export an XLSX workbook that opens in Excel.
Is the Excel export editable?
Yes. The XLSX file contains regular editable rows and columns, so you can sort, filter, and adjust transactions.
Can Excel open the converted file?
Yes. StatementForge exports XLSX files, which are supported by Excel and most modern spreadsheet tools.
Is bank statement to Excel conversion private?
Yes. StatementForge processes statement contents locally in the browser instead of uploading files for conversion.
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 a bank statement PDF into an Excel-ready workbook.Convert now