What we do
BankStatementToCSVFile.com converts text-based PDF bank and credit-card statements into CSV, Excel (.xlsx), QBO (QuickBooks Online) and OFX (Quicken and QuickBooks Desktop) files. It's built for people who need their transactions in a spreadsheet or accounting tool: bookkeepers and accountants, small-business owners, and anyone preparing taxes, a budget or a loan application.
Who's behind it
BankStatementToCSVFile.com is built and run by Sam Morgan, an independent developer based in Virginia, USA. Sam writes the guides on our blog, maintains the statement parser, and reads every message sent through the contact form. It's a small, independent product, not a bank or a financial adviser.
How the converter works
- You upload a PDF statement downloaded from your bank's online banking.
- Our rule-based parser reads the text of the PDF and picks out each transaction's date, description, amount and, where available, running balance. It doesn't use AI models and doesn't send your statement to any AI service.
- You preview the transactions and download the format you need.
It works with text-based PDF statements from most banks. Scanned or photographed statements (image-only PDFs) aren't supported, because there is no text to read. If a statement doesn't convert correctly, tell us — unusual layouts are how the parser improves.
What happens to your data
- Your PDF isn't kept. It's processed in memory; if a temporary file is needed for text extraction, it's deleted as soon as extraction finishes.
- Extracted transactions and the filename are held in server memory for up to 2 hours so you can download your file, then discarded. They're never written to our database.
- We store a hashed version of your IP address with your monthly page count to run the free plan, and anonymous conversion statistics (pages, format, country).
- The site uses Google Analytics and Microsoft Clarity to understand how it's used. They never receive the contents of your statements.
The privacy policy has the full details, including every service provider we use.
Pricing
| Plan | Price | Pages per month |
|---|---|---|
| Free | $0, no signup | 30 |
| Starter | $4.99/month | 500 |
| Professional | $9.99/month | 2,000 |
| Business | $19.99/month | Unlimited |
Annual billing is also available at a discount. See the pricing section and our refund policy.
Guides
Our blog has step-by-step guides, such as converting a PDF bank statement to Excel, importing a bank CSV into QuickBooks and whether it's safe to upload a bank statement online. You'll also find dedicated pages for individual banks.
Contact
Email hello@bankstatementtocsvfile.com or use the contact form. A person reads and replies to every message.