Bank Statement to QuickBooks, Xero & Excel
Convert PDF bank and card statements into every transaction — QuickBooks CSV, QBO, Xero, OFX or Excel — reconciled to the statement • Try 3 pages free, no signup • Files deleted after export
Drag & Drop Files Here
or
Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signup🚀 30-Second Upload
🔒 100% Secure & Private
📊 AI-Powered Analysis
📥 Export to Excel & PDF
Supported Formats: CSV • PDF (password-protected) • Excel (XLS/XLSX) • OFX
How It Works
From a PDF statement to a file your accounting software imports, in three steps
Upload Statements
Drag and drop one statement or a batch of client PDFs. Scanned and password-protected files supported, any bank.
Every Row Extracted
Debits, credits, fees and transfers are read line by line, checked against the statement totals, and spending is categorised.
Download & Import
QuickBooks Online CSV, QuickBooks Desktop .qbo, Xero CSV, OFX, Excel or plain CSV — plus a spending dashboard if you want one.
See What You'll Get
Here's a preview using sample data — your results will be personalised to your actual spending
$4,070
247
USD
3 Months
Spending by Category
Category Breakdown
| Category | Monthly Avg | % of Total |
|---|---|---|
Housing | $1,950 | 47.9% |
Groceries | $620 | 15.2% |
Transportation | $340 | 8.4% |
Utilities | $285 | 7.0% |
Food & Dining | $260 | 6.4% |
Entertainment | $180 | 4.4% |
Shopping | $165 | 4.1% |
| Total | $4,070 | 100% |
Built for bookkeeping volume
The statement conversion step of month-end, without the retyping
Every Transaction
Deposits, debits, fees, interest and transfers — not just spending — tagged as money in or out and reconciled to the statement totals.
Accounting-Ready Files
QuickBooks Online 4-column CSV, QuickBooks Desktop .qbo, Xero bank statement CSV, OFX, Excel and CSV from one menu.
Any Bank, Any Format
Text or scanned PDFs, password-protected files, CSV, XLS/XLSX and OFX, from banks in the US, UK, Canada, Australia, India and the Gulf.
Batch Upload
Drop a month of client statements at once. Each file is read separately and downloaded together or one by one.
Categorised Spending
Purchases and bills are sorted into categories automatically, with a dashboard for clients who want the picture as well as the file.
Files Deleted After Export
Uploads are processed over an encrypted connection and deleted after extraction. Rows are kept 30 days for re-download, then removed.
Why Statement to Budget?
When a client hands over a year of PDF statements, or the bank feed is missing months, somebody has to get those rows into the ledger. Retyping is slow and error-prone; generic PDF-to-Excel tools collapse the debit and credit columns and lose the sign. Statement to Budget reads the statement the way a bookkeeper does: every line, direction preserved, totals checked against the statement before you download.
The output is a file your software imports without column mapping — QuickBooks, Xero, Sage, MYOB, FreshBooks or a plain spreadsheet — with spending categorised as a bonus. Business owners doing their own books, and anyone who wants to understand a statement, get the same rows and a spending dashboard.
🔐 Privacy First
Your financial data security is our top priority. All files are processed securely, and your data is automatically deleted after analysis. We never store your bank statements or transaction details permanently. The entire analysis happens in a secure, isolated session that expires after you're done.