Know the key fields
Dates show when activity posted, descriptions identify the transaction, and money columns show movement.
Statement guide
How to read a bank statement and check the rows
A bank statement usually lists dates, transaction descriptions, withdrawals, deposits, and a running balance. StatementForge turns those into a reviewable table.
Dates Descriptions Balances
Check withdrawals and deposits
Withdrawals reduce the account balance, while deposits increase it.
Use balances as a sanity check
Running balances help spot missing or incorrectly signed transactions.
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 Readable rows
Useful for
Export reviewCompare extracted rows against the PDF before downloading the final file.Bookkeeping cleanupUse statement fields to separate money in, money out, and ending balance.Error spottingLook for missing dates, duplicate descriptions, or amount signs that do not match the balance movement.
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.
What is the most important part of a bank statement?
For conversion, the transaction table is most important: date, description, amount, and balance.
What is the difference between withdrawal and deposit?
A withdrawal is money leaving the account. A deposit is money entering the account.
Why do balances matter?
Balances help confirm whether the extracted amount sign is correct and whether rows may be missing.
Can StatementForge explain every bank label?
No. Labels vary, but the converter preserves descriptions so you can review them.
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 statement into readable rows.Convert now