Statement2Budget
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PDF Bank Statement Converter

AI that reads any bank's PDF statement and turns it into categorized Excel or CSV. Try 3 pages free, no signup.

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Try 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 signup

PDF statements are built for printing, not for analysis. Copy-pasting them into a spreadsheet produces mangled columns and hours of cleanup. Statement to Budget uses AI to read your PDF the way a human would — any bank, any layout, even password-protected files — and gives you clean, categorized transactions plus an instant spending dashboard. Try 3 pages instantly; upgrade only if you need more volume.

Reads PDF statements from any bank, any country, any layout

Password-protected PDFs supported

Every transaction extracted and AI-categorized

Export to Excel, budget template, or PDF report

Instant spending dashboard with category breakdown

Try 3 pages free, no signup — files auto-deleted after analysis

How it works

1. Upload your PDF

Drag and drop one or more PDF statements. Enter the password if the file is protected.

2. AI reads the statement

The AI extracts dates, descriptions, and amounts, then assigns each transaction a budget category.

3. Download results

Export categorized transactions to Excel or CSV-style data, or explore the interactive dashboard.

Frequently asked questions

Upload the PDF on our homepage. Our AI reads the statement, extracts every transaction, and categorizes it. Then export to Excel, a budget template, or a PDF report — all free.

Yes. If your statement is password-protected, you'll be prompted to enter the password and the file is processed securely.

Yes — the AI reads statement layouts from any bank worldwide rather than relying on bank-specific templates, so it handles Chase, Bank of America, HSBC, Barclays, Emirates NBD, and thousands of others.

You can process 3 pages in full with no signup. Longer PDFs show a secured preview first; unlock that file for $4.99. Pro is $29/month for 400 pages; Bookkeeper is $79/month for 1,500.

Files are processed securely and automatically deleted after analysis. No account is required and your transactions are never stored or shared.

Same statement, other formats

One upload gives you every export. Pick the page for the file you need:

Bank statement to QuickBooksBank statement to XeroPDF to QBOBank statement to ExcelBank statement to CSVBank statement OCRBank statement analyzerBank statement to budget

Ready to try it?

Convert My PDF