# Statement to Budget

> Free AI bank statement converter. Upload PDF, CSV, XLS, XLSX, or OFX statements and get categorized transactions, a spending dashboard, and Excel export.

Site: https://statementtobudget.com
Agent docs: https://statementtobudget.com/for-agents
MCP: https://statementtobudget.com/api/mcp
Contact: https://statementtobudget.com/contact

## What it does

- Extracts transactions from bank and credit-card statements (any bank layout)
- Handles password-protected PDFs
- OCR fallback for scanned / image-only PDFs
- Auto-categorizes expenses
- Exports Excel, budget template, and PDF
- Files are deleted after analysis

## For agents

Use the MCP server at POST /api/mcp (JSON-RPC 2.0).

Tools:
1. convert_statement — filename + content_base64 (+ optional password) → session_id
2. get_job — session_id → processing | complete | error
3. get_transactions — session_id → categorized transactions + summary

Do not send statements that contain secrets you are not allowed to process. Prefer user-provided files.

## Humans

Homepage: https://statementtobudget.com

Bank-specific converters:
- https://statementtobudget.com/chase-bank-statement-to-excel
- https://statementtobudget.com/bank-of-america-statement-to-excel
- https://statementtobudget.com/wells-fargo-statement-to-excel
- https://statementtobudget.com/hsbc-bank-statement-to-excel
- https://statementtobudget.com/capital-one-statement-to-excel
- https://statementtobudget.com/citibank-statement-to-excel
- https://statementtobudget.com/us-bank-statement-to-excel
- https://statementtobudget.com/pnc-bank-statement-to-excel
- https://statementtobudget.com/td-bank-statement-to-excel
- https://statementtobudget.com/truist-statement-to-excel
- https://statementtobudget.com/navy-federal-statement-to-excel
- https://statementtobudget.com/usaa-statement-to-excel
- https://statementtobudget.com/ally-bank-statement-to-excel
- https://statementtobudget.com/discover-statement-to-excel
- https://statementtobudget.com/american-express-statement-to-excel
- https://statementtobudget.com/regions-bank-statement-to-excel
- https://statementtobudget.com/fifth-third-bank-statement-to-excel
- https://statementtobudget.com/citizens-bank-statement-to-excel
- https://statementtobudget.com/charles-schwab-statement-to-excel
- https://statementtobudget.com/sofi-statement-to-excel
- https://statementtobudget.com/chime-statement-to-excel
- https://statementtobudget.com/paypal-statement-to-excel
- https://statementtobudget.com/venmo-statement-to-excel
- https://statementtobudget.com/cash-app-statement-to-excel
- https://statementtobudget.com/wise-statement-to-excel
- https://statementtobudget.com/revolut-statement-to-excel
- https://statementtobudget.com/rbc-statement-to-excel
- https://statementtobudget.com/scotiabank-statement-to-excel
- https://statementtobudget.com/bmo-statement-to-excel
- https://statementtobudget.com/cibc-statement-to-excel
- https://statementtobudget.com/barclays-statement-to-excel
- https://statementtobudget.com/lloyds-statement-to-excel
- https://statementtobudget.com/natwest-statement-to-excel
- https://statementtobudget.com/santander-uk-statement-to-excel
- https://statementtobudget.com/monzo-statement-to-excel
- https://statementtobudget.com/commbank-statement-to-excel
- https://statementtobudget.com/westpac-statement-to-excel
- https://statementtobudget.com/anz-statement-to-excel
- https://statementtobudget.com/nab-statement-to-excel
- https://statementtobudget.com/kiwibank-statement-to-excel
- https://statementtobudget.com/asb-bank-statement-to-excel
- https://statementtobudget.com/hdfc-bank-statement-to-excel
- https://statementtobudget.com/icici-bank-statement-to-excel
- https://statementtobudget.com/sbi-statement-to-excel
- https://statementtobudget.com/axis-bank-statement-to-excel
- https://statementtobudget.com/emirates-nbd-statement-to-excel
- https://statementtobudget.com/fab-statement-to-excel
- https://statementtobudget.com/adcb-statement-to-excel
- https://statementtobudget.com/al-rajhi-bank-statement-to-excel

Generic converters:
- https://statementtobudget.com/bank-statement-to-excel
- https://statementtobudget.com/bank-statement-to-csv
- https://statementtobudget.com/pdf-bank-statement-converter
- https://statementtobudget.com/bank-statement-analyzer
- https://statementtobudget.com/bank-statement-ocr