Different money meaning
A bank withdrawal and a credit card purchase can both be spending, but their balance logic differs.
Statement comparison
Bank statements and credit card statements are not identical
Bank statements track account cash movement. Credit card statements track purchases, payments, credits, and balances owed, so signs can need closer review.
Bank statements Credit cards Review signs
Payments and credits matter
Credit card payments, refunds, and credits can appear differently than bank deposits.
Review before export
Check signs and balances carefully when converting credit card statements.
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 Review table
Useful for
Mixed statementsReview bank and card PDFs separately before combining exports.Expense reportsUse the source statement type to interpret whether an amount is a purchase, payment, refund, or deposit.Accounting prepMake sure imported signs match the account type in your bookkeeping software.
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.
Can StatementForge convert credit card statements?
It is designed around bank-style statement rows, but some credit card PDFs may parse. Review signs carefully.
Why do signs matter more on credit cards?
A payment can reduce what you owe while a purchase increases it, which differs from bank account cash movement.
Should I combine bank and card statements?
Only after reviewing each export and confirming signs and account types.
Does the app know my account type?
No. It reads statement rows from the file, so you should review context before importing.
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 and review statement rows.Convert now