CSV workflow

Create clean bank statement CSV

StatementForge converts PDF bank statements into CSV transaction files that are easier to sort, filter, and import than copied PDF text.

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CSV bank statement export

CSV Spreadsheet-friendly Fast review

Simple output

CSV is widely accepted by spreadsheets, accounting tools, and internal workflows.

Cleaner than copy-paste

Rows are parsed into columns instead of copied as broken PDF text.

Manual control

You can review and edit rows before exporting.

1

Choose bank statement PDF step

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

Parse transactions from a bank statement step

Extract transactions

StatementForge looks for dates, descriptions, withdrawals, deposits, net amounts, and balances.

3

Review extracted statement rows step

Review rows

Check and edit the transaction table before exporting, especially for unusual layouts or rows that need manual review.

4

Export bank statement data step

Export the file

Download CSV, XLSX, JSON, QBO, OFX, or QIF depending on the workflow you need.

Statement PDF converted into CSV data

Browser-only CSV

Useful for

Small business bookkeepingPrepare monthly statement rows for categorization and reconciliation.Tax prep organizationGroup bank activity by date and amount before handing it to a tax professional.Analysis importsUse CSV in spreadsheets, BI tools, or finance scripts.

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.

Why use CSV?

CSV is a simple plain-text table format accepted by many finance and spreadsheet tools.

Can I open CSV in Excel?

Yes. Excel, Google Sheets, and most spreadsheet tools can open CSV files.

Can I export one CSV from multiple PDFs?

Bulk batches can export combined rows depending on plan limits.

Does CSV include categories?

No. StatementForge preserves and structures statement transaction data instead of guessing categories.

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.

Create a CSV from a bank statement.Convert now