Does it work with any bank's statement?

Statement layouts differ between banks, but as long as the transaction list has date, description and amount columns, the structure is recognized. Unusual layouts may need the output reviewed.

Can I use a scanned statement?

In a scanned statement the text is an image, so it needs OCR first. If the scan is not sharp, the risk of errors in amounts rises, which is why a digital PDF is always safer.

Is the balance column extracted too?

It can be, if the statement has one. For checking, though, comparing credit and debit totals against the statement's summary is more reliable than trusting the balance column.

Can I import the result into accounting software?

CSV output is compatible with the import format of most accounting packages. If the program expects a different column order, rearranging the columns in Excel is enough.

How do I export a PDF bank statement to Excel?

Upload it to the Extract Data tool; the AI splits transactions into date/description/amount columns and you download CSV.

Are transactions split into the right columns?

Yes. The AI recognizes the statement structure and places data into the right columns — no copy-paste misalignment.

Your PDF's text is extracted on your device and only text is processed; the file itself isn't uploaded.

Export a Bank Statement (PDF) to Excel

Typing hundreds of transactions from a PDF bank statement into Excel is painful. Here's how AI turns it into a tidy table.

For month-end accounting, expense tracking or budgeting, you need bank statement transactions in Excel. But banks' PDF statements don't come as a clean table; copy-paste breaks the alignment.

Why is a PDF statement hard to export?

Even if rows look organized in the PDF, there's no table structure behind them. So when you copy, dates, descriptions and amounts land in one cell or the wrong columns. AI recognizes the structure and splits it into the right columns.

Statement → Excel step by step

Upload the statement PDF: Add your bank statement to the Extract Data tool. Text is read on your device.
Click "Extract Data": The AI turns transactions into a structured table of date, description and amount.
Download CSV: Download as CSV and open in Excel; now you can filter and total.

Export Statement to Excel — Turn bank statement transactions into a tidy table.

If you have statements for several months, use AI Batch to process them all and merge into one CSV.

Which format should you download?

Online banking often offers formats other than PDF, and most people never notice. If you only need the numbers and your bank can export CSV or Excel directly, that is the cleanest route. In practice, though, a PDF is often all you have: it arrived by email, came out of an archive, or the bank only offers PDF for past periods. The method in this article is for exactly that case.

What to check in the extracted table

If the extracted data goes straight into your books, using it unchecked is risky. A few minutes of review costs far less than hunting a balance that does not reconcile at month end.

Row count: does the number of transactions match the statement?
Totals: do credits and debits agree with the statement's summary section?
Date format: has day/month order been swapped — especially on ambiguous dates like 01/02?
Decimal separator: comma or point, and whether amounts break when opened in Excel.
Sign: did debits come through as negatives, or in a separate column?

A common problem when opening in Excel

Double-clicking a CSV can mangle amounts depending on your regional settings; a number with a decimal comma turns into text or is mistaken for a date. The safer route is to open Excel empty and import via Data → From Text/CSV, choosing the delimiter and column formats by hand. Once set up correctly, you repeat the same steps each month.

Several months and several accounts

A yearly breakdown means twelve separate statements. Processing them one by one and pasting the results underneath each other is slow and error-prone. Running them together in a batch and collecting the result in one table is safer. If you are combining several accounts, adding an «account» column makes later filtering far easier.

Privacy points worth remembering

A bank statement is sensitive: it carries your account number and a picture of how you spend. Before sending it to an accountant or a third party, removing what they do not need is a good habit — part of the account number, your address or unrelated periods can be permanently removed with the redaction tool. Covering text with a box is not enough; the text underneath can still be copied.