TaxFormatter

Bank statement PDF to spreadsheet

Your bank statement, as a clean spreadsheet.

Upload the PDF your bank gave you. Get back a file that opens in Excel or imports into QuickBooks or Xero, with every transaction on its own row. Usually under a minute.

Drop your bank statement PDF here

or browse files — .pdf up to 50MB

Chase · Mercury · Navy Federal · 3 more in beta

Free while we're in beta · No account needed · Files deleted within 30 days

From statement to spreadsheet

Your statement PDF
Chase Checking ····4829 · Jan 1 – Jan 31, 2025
01/03 PAYROLL DEPOSIT +3,200.00
01/05 WHOLE FOODS #10092 -87.43
01/07 TRANSFER TO SAVINGS -500.00
01/09 NETFLIX.COM -15.49
…
Every transaction, found
DateDescriptionAmount
2025-01-03PAYROLL DEPOSIT3,200.00
2025-01-05WHOLE FOODS #10092-87.43
2025-01-07TRANSFER TO SAVINGS-500.00
2025-01-09NETFLIX.COM-15.49
Your spreadsheet
Date,Description,Amount,Balance
2025-01-03,PAYROLL DEPOSIT,3200.00,4112.18
2025-01-05,WHOLE FOODS #10092,-87.43,4024.75
2025-01-07,TRANSFER TO SAVINGS,-500.00,3524.75
2025-01-09,NETFLIX.COM,-15.49,3509.26
CSVExcelQuickBooksXero
  • Automatic extraction

    Every transaction on every page is read for you. No retyping, no copy-and-paste from a PDF.

  • A clean spreadsheet

    One transaction per row with the date, description, amount and running balance in their own columns.

  • No manual data entry

    Open it in Excel, or import it into QuickBooks or Xero, and the numbers are already where they belong.

How it works

1

Upload the PDF

The monthly statement you download from online banking or get by email. Nothing to install, no account to create.

2

We find every transaction

Dates, descriptions and amounts are pulled off every page and lined up one transaction per row.

3

Download your spreadsheet

Open it in Excel, or import it straight into QuickBooks or Xero. Switch formats after the fact if you need to.

Works with statements from

ChaseMercuryNavy Federal

In testing: Bank of America, Wells Fargo, and Citi. Statements from these banks may need a second look after conversion.

Price and privacy

Free while we're in beta

No account needed and nothing to pay. Convert up to 3 statements an hour, or 10 an hour with a free account. If we ever charge for this, the price will be on this page before it applies.

Deleted within 30 days

Everything you send us is deleted within 30 days: the uploaded statement, the converted file, and the extracted rows. We keep only anonymous processing details such as the bank detected and the row count. We never train on your data, and neither do our providers.