Bank Statement to Excel Converter
Turn any PDF, CSV, or OFX bank statement into a clean, categorized Excel spreadsheet. Try 3 pages free, no signup.
Convert to ExcelTry 3 pages free • No signup • Files auto-deleted after analysis
Drop your statement here — 3 pages free, no signup
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Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signupManually retyping bank statement transactions into Excel wastes hours and invites errors. Statement to Budget uses AI to extract every transaction from your statement, automatically categorize it, and hand you a ready-to-use Excel file — plus a full spending dashboard. It works with statements from any bank, in any of the common formats. Try 3 pages instantly; upgrade only if you need more volume.
Works with PDF, CSV, XLS, XLSX, and OFX statements from any bank
AI-powered transaction extraction — no manual retyping
Automatic spending categorization included
Clean .xlsx download plus budget template export
Handles password-protected PDF statements
Try 3 pages free, no signup — files auto-deleted after analysis
How it works
1. Upload
Drag and drop your bank statement — PDF, CSV, XLS, or OFX. Multiple files at once are supported.
2. AI extracts & categorizes
Every transaction is extracted and sorted into budget categories automatically, usually in under a minute.
3. Export to Excel
Download your categorized transactions as an Excel spreadsheet, budget template, or PDF report.
Frequently asked questions
How do I convert a bank statement to Excel?
Upload your statement (PDF, CSV, XLS, or OFX) on our homepage, let the AI extract and categorize every transaction, then click "Export to Excel" to download a clean .xlsx spreadsheet. The whole process takes under two minutes.
Is the bank statement to Excel converter free to try?
Yes. You can convert 3 pages instantly with no signup. Longer PDFs show a secured preview first; unlock that file for $4.99. Pro is $29/month or $249/year for 400 pages per month, and Bookkeeper is $79/month for 1,500 pages.
Does it work with PDF bank statements?
Yes. PDF is the most common format we process, including password-protected PDFs. We also support CSV, XLS, XLSX, and OFX files from any bank.
Is my financial data safe?
Your statement is processed securely and automatically deleted after analysis. We never store your transactions, sell your data, or require an account.
What does the Excel export include?
A transaction sheet with date, description, amount, and AI-assigned category for every transaction, plus a summary of spending by category — ready for pivot tables or your own budget template.
Same statement, other formats
One upload gives you every export. Pick the page for the file you need: